Below is a list of stocksIown for the Beta Fund based on the above mentioned factors, which include stable but growing businesses, strong balance sheets and (in most cases) income.
But my point is that the current action smacks of the fast-money types rotating out of stocks like Rovi Corp ( ROVI) and Apple ( AAPL) (both of which Iown in portfolios I manage) and into the former yawners such as Home Depot ( HD) and Wal-Mart ( WMT).