Energy Generating Free Cashflow & Healthcare Not Affected By High Rates

<p>"Just rebalanced the COWZ ETF as energy rose to 27% from 13% and healthcare around 24%. Energy is generating a huge free cashflow and healthcare is less susceptible to economic contraction and high interest rates," says Sean O'Hara. Then O'Hara provides his stock picks: Biogen (BIIB), Regeneron (REGN), ConocoPhillips (COP) and Marathon Petroleum (MPC). </p>