Dividend Stocks Trailing The Bull Market

It's a curious thing when the world's biggest growth market, Asia, has dramatically underperformed American and European stock markets, this year and over the past 12 months. Particularly as it should be a key beneficiary of any green shoots of global economic recovery. More curious still is that Asia's most cyclical markets - China, South Korea, Taiwan and Malaysia - which should be the largest winners from any economic pick-up, have been among the worst performers in Asia.

Aircastle Limited (AYR) Citi 2011 North American Credit Conference Call November 15, 2011 10:45 AM EST Executives Michael Inglese – CFO Presentation Unidentified Company Participant

Natural resource speculators know that past uranium bull markets offered some ’explosive’ (pun intended) upside. I have been fortunate enough to experience two uranium bull markets: the 1970s bull market, which saw a tenfold increase in the uranium price and a hundredfold increase in some uranium equities, and the bull market of the last decade, which saw a repeat of the earlier performance.1 If past is prologue, the stage may be set for a third uranium bull run.

LONDON – Despite Europe’s bumpy economy, the continent’s airlines are surprisingly healthy, with no-frills Ryanair handing Boeing its biggest order of the year while some of the long-ailing national carriers are returning to health.   The sector is generally very vulnerable to economic hiccups but even with Europe’s hard times dragging on, passenger numbers have stayed surprisingly strong, said Amir Sharif, an operations management professor at Brunel Business School in London.  

Scott's Investments submits:This is my third article this week focusing on the US Dividend Champions, a list compiled and tracked at DRIP Investing. The list is comprised of stocks which have increased their dividend payout for at least 25 consecutive years.

By Simon Moore: Fortress (FIG) is selling down its stake in Aircastle (AYR) by 5 million shares, or approximately 7% of AYR's shares outstanding. This is a secondary offering, so Aircastle is not raising any cash.

Aircastle Limited (AYR) Stephens, Inc. Fall Investment Conference November 16, 2011, 08:30 a.m. ET Executives Michael Inglese - CFO Presentation Unidentified Analyst Michael? Michael Inglese

Kapitall submits:One consideration to keep in mind when choosing sources of dividend income is whether a company is generating enough cash flow to cover dividends – after all, companies usually pay their dividends from their cash flows. We ran a screen on dividend stocks paying yields above 2% and sustainable payout ratios below 35%. We searched this universe for those seeing at least 20% growth in free operating cash flow/revenue, comparing the trailing-12-month ratio to the five-year average.