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CSQCalamos Strategic Total Return Hold6.2·$20.41+1.52%
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Calamos Strategic Total Return (CSQ) Stock Analysis

Range Bound setup

HoldModerate Confidence

Financial Services · Asset Management

Hold if already holding. Not a fresh buy at $20.41, but acceptable to hold if already in. Reason: Near 52-week high (2.0% away).

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

$20.41-0.6% A.UpsideScore 6.2/10#19 of 109 Asset Management
QualityF-score8 / 9FCF yield
IncomeYield7.32%(5y avg 7.55%)Payout27.27%sustainable
Entry $20.41(at market)Stop $19.65Target $20.28(resistance)A.R:R 0.0:1

Hold if already holding. Not a fresh buy at $20.41, but acceptable to hold if already in. Reason: Near 52-week high (2.0% away). Chart setup: RSI 52 mid-range, Bollinger mid-band. Downgraded from BUY NOW — price $20.41 has reached target $20.28. Score 6.2/10, moderate confidence.

Passes 7/8 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
High-quality business
Attractive valuation
Margin of safety: 70%
Risks
Near 52-week high (2.0% away)

Key Metrics

P/E (TTM)4.5
P/E (Fwd)
Mkt Cap$3.2B
EV/EBITDA
Profit Mgn903.4%
ROE23.5%
Rev Growth-2.2%
Beta1.31
Dividend7.32%
Rating analysts

Quality Signals

Piotroski F8/9MoatNarrow

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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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

10 dimensions · all in-band

GatesA.R:R UPSIDE_EXHAUSTED (upside=0.0%)Momentum 5.7>=5.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY NO DATESEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARRange BoundSuitability: Aggressive
RSI
52 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $19.25Resistance $20.69

Price Targets

$20
$20
$20
A.Upside-0.6%
A.R:R0.0:1
Setup A.R:R (at entry)-0.2:1

Position Sizing

ConvictionHigh conviction
Suggested %1.6%
Max %3.2%
RegimeSteady

Analyst Consensus

Analysts0
Consensus
Avg Target

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 $20.41, but acceptable to hold if already in. Reason: Near 52-week high (2.0% away). Chart setup: RSI 52 mid-range, Bollinger mid-band. Downgraded from BUY NOW — price $20.41 has reached target $20.28. Target $20.28 (-0.6%), stop $19.65 (−3.9%), A.R:R 0.0:1. Score 6.2/10, moderate confidence.

What is the CSQ stock price target?

Take-profit target: $20.28 (-0.6% upside). Target $20.28 (-0.6%), stop $19.65 (−3.9%), A.R:R 0.0:1. Stop-loss: $19.65.

What are the risks of investing in CSQ?

Near 52-week high (2.0% away).

Is CSQ overvalued or undervalued?

Calamos Strategic Total Return trades at a P/E of 4.5 (forward N/A). TrendMatrix value score: 8.0/10. Verdict: Hold.

0
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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