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Investing Topics: Endangered Dividends

Dividend Cuts Are All the Rage This Spring

By Roger S. Conrad on May. 14, 2017
Several names on our Endangered Dividends List slashed their payouts over the past month.

Power Cut

By Roger S. Conrad on Apr. 14, 2017
We assess E.On's third dividend cut since 2011 and explore other areas of potential risk.

Warning: Falling Dividends

By Roger S. Conrad on Mar. 11, 2017
Three companies escape from the Endangered Dividends List, while a troubled international telecom announces what could be the first of several dividend cuts.

Mind the Borrowing Costs

By Roger S. Conrad on Jan. 10, 2017
Rising interest rates will exert additional strain on all the names in our Endangered Dividends List. And the higher rates go, the greater the risk that these stragglers will seek to conserve cash by reducing their payouts.

More Midstream Cuts

By Roger S. Conrad on Dec. 11, 2016
Sunoco Logistics Partners LP's proposed acquisition of Energy Transfer Partners LP will result in a stealth distribution cut of 27 percent for the latter's unitholders. Meanwhile, Ferrellgas Partners LP slashed its payout by 81 percent. Readers who follow our Endangered Dividends List would have avoided this pain.

Dividend Safety: Interest Rates Matter

By Roger S. Conrad on Nov. 16, 2016
Thanks to 15 years of cutting operating risk and debt, not even a much higher spike in borrowing costs would threaten dividends of best-in-class utilities. With ample cash flow and minimum near-term borrowing needs, they can hold off until pension funds and other institutional buyers must return to the table. Unfortunately for the weaker credits covered in our Utility Report Card, rising interest rates could ratchet up the pressure on their balance sheets and force them to redeploy cash that they currently pay out as dividends.  

Boom! Goes the Dividend

By Roger S. Conrad on Oct. 11, 2016
We weren't surprised when Ferrellgas Partners LP (NYSE: FGP) announced that the master limited partnership may need to cut its distribution by 50 percent.

Forget the Fed: Focus on Fundamentals

By Roger S. Conrad on Sep. 29, 2016
While the market fixates on whether the Federal Reserve will hike rates, too many income-seeking investors ignore the danger lurking in their portfolios.

A New Threat

By Roger S. Conrad on Sep. 12, 2016
Soft commodity prices, declining oil and gas production in some regions, counterparty risk and elevated costs of capital have threatened midstream master limited partnerships’ distributions over the past two years.

Dividend Shrink Ray Targets Small-Cap Telecoms

By Roger S. Conrad on Jul. 10, 2016
Size isn’t everything in the telecom sector, but it is important.  

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ABOUT ROGER CONRAD

Roger S. Conrad needs no introduction to individual and professional investors, many of whom have profited from his decades of experience uncovering the best dividend-paying stocks for accumulating sustainable wealth. Roger b