Back to top

Real Time Insight

I am in charge of a quarterly Chief Investment Officer survey here at Zacks.  We seek their input since managing a large capital fund, holding a CFA designation, and carrying multiple years of professional experience into a debate can make a big difference to the quality and the tone of the insights. 

We finished the polling a few weeks ago. In June.  Before the start of Q2 earnings season looked like a good time to tap these leaders.  We got their fresh, forward-looking insights into the state of the markets and investing in about 12 questions.

In one question, we asked the CIOs to name a few current investment themes that look attractive inside these markets.

Investment themes haven't been discussed in a Real Time Insight for awhile.  I thought this morning would be a good time to have that discussion.

The investment themes they identified:

(a) Defensive and Income Oriented Value Stocks 

(b) High Quality Large Cap U.S. Growth Stocks

(c) Info Tech and Drug Stocks

(d) Growth and Industrial Stocks

(e) Other

Tracking successful themes driving the market's big institutional buyers can be one attractive way to locate a new investment.

My RTI post today asks all of you this.  You can choose from the laundry list above, or add your own.

What Investment Themes Do You Find Most Attractive Entering This Q2 Earnings Season?


Just Released: 5 Stocks to Double

Today, you are invited to download a free Special Report from Zacks Investment Research. It reveals five moves that could gain +100% and more in the next 12 months:

One is a "boring" business delivering blistering growth. Another is a red-hot oil and gas producer set to surge on a drilling breakthrough. Still another, an online payment provider, ignited a 53% sales explosion during the past year.

Close This Panel X

Please login to or register to post a comment.

New to Zacks?

Start Here

Zacks Investment Research


Are you a new Zacks Member or a visitor to

Top Zacks Features

My Portfolio Tracker

Is it Time to Sell?

One of the most important steps you can take today is to set up your portfolio tracker on Once you do, you'll be notified of major events affecting your stocks and/or funds with daily email alerts.

More Zacks Resources

Zacks Rank Home - Evaluate your stocks and use the Zacks Rank to eliminate the losers and keep the winners.

Mutual Fund Rank Home - Evaluate your funds with the Mutual Fund Rank for both your personal and retirement funds.

Stock/Mutual Fund Screening - Find better stocks and mutual funds. The ones most likely to beat the market and provide a positive return.

My Portfolio - Track your Portfolio and find out where your stocks/mutual funds stack up with the Zacks Rank.

Zacks #1 Rank Top Movers for Zacks #1 Rank Top Movers

Company Symbol Price %Chg
ERBA DIAGNO… ERB 3.80 +7.04%
BANCO DO BR… BDORY 14.74 +5.66%
AIR INDUSTR… AIRI 9.99 +4.15%
EQT MIDSTRE… EQM 98.14 +3.38%
WEATHERFORD… WFT 23.64 +3.10%