Christopher Zook is very suspicious of this summer's stock-market rally. The chairman and chief investment officer of CAZ Investments thinks it's time to get back into energy stocks, which have been taking a beating recently.
"I do not think that the bottom has been reached," Zook told CNBC. "We may have put in a bottom, but I definitely think this rally's going to falter as we get into the third-quarter earnings and the election."
His shopping list is heavy on oil-service companies.
"We like the integrateds, we like Chevron; we like the oil-service names, we like Tidewater, we like Transocean, we like Nabors, we think those have tremendous upside," he said.