Health care remains the best bet: Strategist

Traders work on the floor of the New York Stock Exchange.
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Traders work on the floor of the New York Stock Exchange.

Investors have spent most of 2015 chasing one sector to the next, searching for the holy grail. The global rout in stocks on the heels of troubles brewing in China hit markets hard, forcing participants to sell the good along with the bad.

Finding the bottom is a process, and if Tuesday's reversal is an indication, we aren't quite there yet. When investors finally do come out of the bunker, they're going to want to know where to turn for the best opportunities.

The temptation is to bottom fish in out-of-favor sectors like energy, hoping for a rally into the end of the year. I believe the secular headwind is stronger than ever.

With the Saudis increasing crude oil supplies and Iran coming back online in a world where the U.S. now pumps more than it imports, I find it difficult to believe that Exxon or Chevron are going to lead us to the promised land.

As those headwinds increase, here's one area where investors can find opportunities.

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