PFF

Anyone here follow or have an opinion on preferred/convertibles? ~10% yield now, 15% tax, even it it gets cut in half it’s still attractive. I bought both LQD and MUB for my personal savings last month when yields were ridiculous and haven’t regretted it at all, wondering if there’s too much risk with this one though.

This badboy is significantly down. What’s the story? People freaked out about the imaginary rate hikes next year??

Looks like 6.2% yield, plus potential for a 6% capital gain if it bounces back up.

Ooo, looks interesting… if it’s down next month, will consider for my yearly IRA purchase

Run a total return analysis on this stock. It never really returns more than 3-6% total for any recent period. This doesn’t mean that it is a bad investment, but it is much more like fixed income and certainly does not return the 10% that you are envisioning. If you want the maximum expected absolute return, you’re probably better off just buying vanilla assets like SPY. The 0.47% expense ratio doesn’t help either.

Nope. I’ve been in/out of preferred stocks for years, and am quite the awesome expert on the matter. Great return of 6%+ as long as you get in during one of these shock downs and understand the YTC, then you’ve got the 6% dividends plus bounce.

My question is why down suddenly? I’ve haven’t been following the asset class in months. I assume it is exactly what happened last year at this same time “OMG Yellen is going to hike a lot”, nope…then the bounce. Unless people are thinking rising rates means default risk? But this dip is not hitting high yield.

Update: yeah looks like just interest rate hike risk, okay I’m long, Yellen won’t hike as much as they think…

“Just like 2015 at this time, preferred stock market prices have been falling since early-August in anticipation of a Q4 rate increase by the Federal Reserve.”

https://www.equities.com/news/preferred-stock-headwind-as-rate-rise-continues

http://seekingalpha.com/article/4027794-new-preferred-stock-ipos-november-2016