It is the nature of the beast. When ten year goes up, companies with dividends become less sexy. Companies making lots of cash and showing the ability to make more than double the cash in the next 36 months just from current operations, boom, you have a NEW BARGAIN.
No easy way out anymore for people to buy the cokes, the walmarts, the dow, it is a stock pickers game. The game I have always chosen to play anyway and now my baby is looking smoking hot. She was fine before but now that the sun has come out(ten year rising), one can see the catcalls with the current action.