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Preferred Stock Fundamentals Quiz

#1

What is the main characteristic of preferred stock?

Fixed dividend payments
Explanation

Provides consistent dividends to shareholders.

#2

What is the primary difference between preferred stock and bonds?

Bonds have maturity dates, while preferred stock does not
Explanation

Preferred stock lacks maturity date unlike bonds which have fixed repayment dates.

#3

In what way does preferred stock resemble debt instruments?

Interest payments
Explanation

Similarity lies in receiving fixed payments, although preferred stock dividends are not guaranteed like bond interest payments.

#4

What is the primary advantage of preferred stock for investors compared to common stock?

Fixed dividend payments
Explanation

Provides investors with predictable income through fixed dividends.

#5

What is the primary advantage of preferred stock for issuers compared to bonds?

No obligation to pay dividends
Explanation

Issuers aren't required to pay dividends to preferred shareholders as they would interest on bonds.

#6

Which of the following is a disadvantage of preferred stock for investors?

Higher potential for capital gains
Explanation

Less likelihood of significant share price appreciation.

#7

What does it mean when preferred stock is 'cumulative'?

Dividends accumulate if not paid in a given period
Explanation

Unpaid dividends accrue and must be paid in the future.

#8

In the event of bankruptcy, how is preferred stock treated compared to common stock?

Preferred stockholders have priority over common stockholders
Explanation

Preferred shareholders receive assets before common shareholders in bankruptcy.

#9

Which type of preferred stock allows the issuer to skip dividend payments without facing penalties?

Non-cumulative preferred stock
Explanation

Issuer can skip dividends without obligation to make them up.

#10

What is the typical tax treatment for preferred stock dividends?

Taxed at a lower rate than common stock dividends
Explanation

Preferred dividends often taxed at a lower rate than common stock dividends.

#11

What is the primary advantage of preferred stock for issuers compared to common stock?

No obligation to pay dividends
Explanation

Issuers aren't obligated to distribute dividends to preferred shareholders.

#12

What is the primary difference between cumulative and non-cumulative preferred stock?

Cumulative preferred stock allows for skipped dividend payments
Explanation

Non-cumulative preferred stock doesn't require missed dividends to be repaid.

#13

Which of the following is a feature unique to convertible preferred stock?

Convertible to common stock
Explanation

Option to exchange preferred shares for common shares.

#14

What is the primary reason investors may choose preferred stock over common stock?

Fixed dividend payments
Explanation

Stable income through regular dividends.

#15

What is the typical voting rights status of preferred stockholders?

Limited or no voting rights
Explanation

Usually lack voting power or have limited voting rights.

#16

Which of the following is a feature commonly associated with participating preferred stock?

Entitles holders to additional dividends after common stockholders receive theirs
Explanation

Shares in additional profits after common shareholders are paid.

#17

Which term refers to the ability of preferred stockholders to convert their shares into common stock?

Conversion
Explanation

Option to change preferred shares into common shares.

#18

What is the main risk associated with holding non-cumulative preferred stock?

Missed dividend payments may not be recovered
Explanation

Dividends not paid during periods of non-payment are forfeited.

#19

What is the primary consideration for investors when evaluating convertible preferred stock?

Conversion ratio
Explanation

Determines the number of common shares received for each preferred share converted.

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