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This Feb. 11, 2011 file photo shows the Comcast logo on one of the company's vehicles, in Pittsburgh.
This Feb. 11, 2011 file photo shows the Comcast logo on one of the company's vehicles, in Pittsburgh.
(Gene J. Puskar/AP)

Twenty stocks for playing the rotation

The rotation theory – investors are moving out of fast-growing, expensive stocks and into slower growing value stocks – has a lot of support among strategists right now. Count Sam Stovall, chief equity strategist at S&P Capital IQ, among them, and he offers several suggestions for how investors can navigate the move.