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Counter-intuitively I think that many non-dividend paying stocks are going to start outperforming due to the hits company shares will take when payouts get reduced in the future.
Jan 04 09:23 am
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All Comments by Paul Price »S&P 500 Dividend Payers Outperform Non-Payers in December [View article]
As risk aversion retreats the shares of the non-yielders which got hit the hardest in the downturn should lead the market in its rebound.
So many people found solace in dividend paying shares during the panic periods that those same 'safe-havens' may now act as a relative negative.