Back to top

Real Time Insight

This page is temporarily not available.  Please check later as it should be available shortly. If you have any questions, please email customer support at support@zacks.com or call 800-767-3771 ext.  9339.

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?

 

Zacks Releases Their 7 Best Stocks for May, 2014

These 7 were hand-picked from the list of 220 Zacks Rank #1 Strong Buys with earnings estimate revisions that are sweeping upward. Their stock prices are expected to rise sooner than the others.

Today, this Special Report is available to new Zacks.com visitors free of charge.

Close This Panel X

Please login to Zacks.com or register to post a comment.

New to Zacks?

Start Here

Zacks Investment Research

Close

Are you a new Zacks Member or a visitor to Zacks.com?

Top Zacks Features

Learn more

Start for as little as $4.50 per trade.

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 Zacks.com. 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
BOFL HOLDING BOFI 85.58 +5.32%
DIXIE GROUP DXYN 15.41 +4.98%
CELL THERAPE CTIC 3.13 +4.68%
RAMBUS INC RMBS 12.23 +3.73%
DAIMLER AG DDAIF 93.03 +2.95%