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CSQCalamos Strategic Total Return Hold5.4·$20.13
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Calamos Strategic Total Return (CSQ) Stock Analysis

Range Bound setup

HoldValueQualityModerate Confidence

Financial Services · Asset Management

Hold if already holding. Not a fresh buy at $20.13, but acceptable to hold if already in. Reasons: Near 52-week high (4.9% away); Weak growth.

Calamos Strategic Total Return Fund is a closed ended balanced mutual fund launched by Calamos Investments LLC. The fund is managed by Calamos Advisors LLC. It invests in the public equity and fixed income markets of the United States. The fund seeks to invest in securities of... Read more

$20.13+15.0% A.UpsideScore 5.4/10#138 of 229 Asset Management
QualityF-score7 / 9FCF yield—
IncomeYield8.05%(5y avg 7.49%)Payout20.00%sustainable
Stop $19.59Default target $23.15A.R:R 0.0:1

Hold if already holding. Not a fresh buy at $20.13, but acceptable to hold if already in. Reasons: Near 52-week high (4.9% away); Weak growth. Chart setup: RSI 46 mid-range, Bollinger mid-band. Insufficient data quality (0.6) for BUY verdict. Need dq >= 0.7. Score 5.4/10, moderate confidence.

Passes 7/9 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, earnings proximity no date, semi cycle peak clear, materials cycle peak clear). Suitability: aggressive.

Thesis

Rewards
V7 quality resilience bonus: +0.2 (Q=7.1 in RISK_OFF)
Sector modifier (Financial Services): +1.0
High-quality business
Risks
Near 52-week high (4.9% away)
Weak growth
Data quality too low for BUY (0.6 < 0.7)

Key Metrics

P/E (TTM)3.1
P/E (Fwd)—
Mkt Cap$3.2B
EV/EBITDA—
Profit Mgn1347.8%
ROE34.7%
Rev Growth-2.8%
Beta—
Dividend8.05%
Rating analysts—

Quality Signals

Piotroski F7/9MoatNarrow

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Editorial policy

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About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.

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Conflicts and positions. People who build TrendMatrix, or entities they control, may hold positions, long or short, in securities it covers, and may trade them at any time. Positions are not disclosed individually. Verdicts are generated by an automated model applied by the same rules to every covered stock, and are not adjusted for any position held by the people who build TrendMatrix. We do not accept payment from issuers for coverage.

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Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

1 floor-breaker·1 ceiling hit

Revenue shrinking — -2.8% YoY. Growth thesis broken unless recovery story develops.static

Revenue Growth
1.8
Declining revenue: -3%
Low model confidence on this dimension (33%).
GatesMomentum 4.7<5.5 (soft — BUY_NOW allowed but watch)A.R:R UPSIDE_EXHAUSTED (upside=0.0%)Momentum 4.7>=4.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY NO DATESEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARRange BoundSuitability: Aggressive
RSI
46 · Neutral
↓ 20D MA↓ 50D MA↑ 200D MAGOLDEN CROSSSupport $19.67Resistance $20.64

Price Targets

$20
$23
A.R:R0.0:1

Position Sizing

ConvictionNone
Suggested %0%
Max %0%
RegimeRisk-Off

Risk Alerts

! BUY blocked due to data_quality=0.60

Earnings

We could not retrieve earnings history for CSQ.
The company may be recently listed, pre-revenue, or its beat/miss record wasn't available from our source this run. Earnings signals feed the Growth and Catalyst score dimensions — absence here doesn't affect other dimensions.

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is CSQ stock a buy right now?

Hold if already holding. Not a fresh buy at $20.13, but acceptable to hold if already in. Reasons: Near 52-week high (4.9% away); Weak growth. Chart setup: RSI 46 mid-range, Bollinger mid-band. Insufficient data quality (0.6) for BUY verdict. Need dq >= 0.7. Default target $23.15 (+15.0%), stop $19.59 (−2.8%), A.R:R 0.0:1. Score 5.4/10, moderate confidence.

What is the CSQ stock price target?

Default target: $23.15 (+15.0% upside). Default target $23.15 (+15.0%), stop $19.59 (−2.8%), A.R:R 0.0:1. Stop-loss: $19.59.

What are the risks of investing in CSQ?

Near 52-week high (4.9% away); Weak growth; Data quality too low for BUY (0.6 < 0.7).

Is CSQ overvalued or undervalued?

Calamos Strategic Total Return trades at a P/E of 3.1 (forward N/A). TrendMatrix value score: 5.0/10. Verdict: Hold.

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What does Calamos Strategic Total Return do?Calamos Strategic Total Return Fund is a closed ended balanced mutual fund launched by Calamos Investments LLC. The...

Calamos Strategic Total Return Fund is a closed ended balanced mutual fund launched by Calamos Investments LLC. The fund is managed by Calamos Advisors LLC. It invests in the public equity and fixed income markets of the United States. The fund seeks to invest in securities of companies operating across diversified sectors. It primarily invests in common and preferred stocks of companies across all market capitalizations, convertible securities, and high yield corporate bonds with an average credit rating of BB as rated by S&P. The fund employs both fundamental and quantitative analysis with a combination of bottom-up and top-down security picking approaches to create its portfolio. Calamos Strategic Total Return Fund was formed on December 31, 2003 and is domiciled in the United States.

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