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SIE: Equity Securities
SIE practice questionmediumPreferred Stock

A potential disadvantage for holders of callable preferred stock is:

  1. AReceiving less than par value if called
  2. BForfeiting all accumulated dividends upon call
  3. CLosing future high fixed dividends if the stock is called when interest rates decline✓ Correct answer
  4. DBeing forced to convert to common stock
Explanation

Why CLosing future high fixed dividends if the stock is called when interest rates decline

Callable preferred may be redeemed when rates fall, depriving holders of attractive dividends. Calls must pay at least par or call price and do not force conversion.

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