With some companies coming back to their dividend-paying ways, how should you look at these stocks differently from non-dividend equities?

In Tuesday's chart of the day, you can see that companies that have paid dividends have underperformed the broader market, when comparing the S&P 500 to an ETF that tracks dividend-paying stocks. 

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Pete Najarian highlights companies like Freeport-McMoran

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[FCX  Loading...      ()   ] , Wynn

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[WYNN  Loading...      ()   ] and ConocoPhillips

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[COP  Loading...      ()   ] who have instituted or raised dividends, but the more important point here is that companies have strengthened their balance sheets. The strengthened balance sheets mean the return of dividends, and Najarian thinks the next sector to watch for with this story will be the financials. He identified JPMorgan

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[JPM  Loading...      ()   ] specifically, who has stated that they are preparing to implement dividends again. 

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Trader disclosure: On November 10th, 2009, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s Fast Money were owned by the Fast Money traders;
Adami Owns (AGU), (BTU), (C), (GS), (INTC), (MSFT), (NUE); Najarian Owns (FCX) Put Spread, Owns (JWN) Calls, Owns (RIMM) Call Spreads, Owns (UUP) Calls, Owns (YHOO); Terranova Owns VIX Nov. 24 Puts, Owns (GS), (WYNN), (JPM), (FCX), (SU), (MRVL), (BRCM), (BAC), (GOOG), (HOC), (RIMM), (AAPL); Najarian Owns (TXN), Najarian Owns (INTC), (INTC) Call Spread, Seymour Owns (BAC); Seymour Owns (AAPL), Najarian Owns (LAZ), (LAZ) Puts, Najarian Owns (BTU) Call Spread, Najarian Owns (EXPE) Calls

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Terranova Is Chief Market Strategist Of Virtus Investment Partners, Ltd.

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