As regular Breakout viewers know by now, this show is all about following, spotting and respecting trends. So when our producers, cognizant of the impending start of swimsuit season, pitched the idea of looking at weight-loss stocks as timely, profitable and trendy, we jumped right on board.

First some background: Two-thirds of Americans are overweight, and the trend, regrettably, is higher. In fact, analyst Kurt Frederick of Wedbush Securities figures that slice of the population will grow 3.7% a year until 2015. In the U.S., that means about 9 million more people will get on board a train that's already carrying 230 million overweight passengers.

"The weight management companies clearly have a large target market to tap domestically," Frederick says, adding that they've really barely scratched the surface here, let alone abroad.

It's official. The coldest corner of the market has now given back 10 percent from its recent high, and is thus officially in a correction. While the month of May has shaved about 3.5 percent off the S&P 500, the retreat by financials —- specifically the big banks and brokers —- is now three months old and three times as harsh. But before you go in to try to buy on weakness, you might want to hear what technician and proven money-maker John Roque has to say.

"You want to be out of these [big banks and brokers] for the next eight to ten years," the WJB capital managing director says without blinking.

"Once broken, they go through 'growth purgatory'," he says, adding that "when you transition from a growth stock to a value stock, that takes a long, long time." Think 10-year charts of Cisco or Microsoft here, and you quickly get the idea.

Take Goldman Sachs (GS); the onetime darling of all things financial has found itself in a four-month selloff that's so far taken 20 percent off its