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Upturn AI SWOT - About
Strats Trust US Cellular GIC (GJH)
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Upturn Advisory Summary
03/31/2025: GJH (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 0.83% | Avg. Invested days 54 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/31/2025 |
Key Highlights
Company Size ETF | Market Capitalization 0 USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) 1024 | Beta - | 52 Weeks Range 7.95 - 9.86 | Updated Date 02/27/2025 |
52 Weeks Range 7.95 - 9.86 | Updated Date 02/27/2025 | ||
Dividends yield (FY) 7.88% | Basic EPS (TTM) - |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
Valuation
Trailing PE - | Forward PE - | Enterprise Value - | Price to Sales(TTM) - |
Enterprise Value - | Price to Sales(TTM) - | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA - | Shares Outstanding - | Shares Floating - |
Shares Outstanding - | Shares Floating - | ||
Percent Insiders - | Percent Institutions - |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Strats Trust US Cellular GIC
Company Overview
History and Background
Strats Trust US Cellular GIC is a unit investment trust (UIT) focused on fixed-income securities issued by US Cellular. UITs are generally static portfolios designed to provide income over a specified period. The specific founding year and detailed milestones depend on the individual series of the UIT, as Strats Trusts are issued periodically.
Core Business Areas
- Fixed Income Investments: The primary business is the offering of unit investment trusts (UITs) that hold a portfolio of fixed-income securities, specifically those issued by US Cellular. The fund is passive and provides a predictable cash flow based on interest income from the underlying bonds.
Leadership and Structure
Strats Trusts are typically managed by a sponsor firm that selects the securities for the portfolio and packages them into units. The sponsor handles the initial offering, and a trustee oversees the portfolio's administration. Leadership is determined by the sponsor firm and the trustee.
Top Products and Market Share
Key Offerings
- Strats Trust US Cellular GIC Series: Each series represents a specific portfolio of US Cellular bonds. Performance depends on the creditworthiness of US Cellular and prevailing interest rates. Market share is not applicable in the traditional sense as it's a fixed-income product focused on a single issuer. Competitors are other fixed-income investments, including corporate bond ETFs (e.g., LQD) and individual US Cellular bonds.
Market Dynamics
Industry Overview
The UIT operates within the fixed-income market. This market is influenced by interest rates, credit spreads, and macroeconomic conditions. Demand for fixed income varies depending on investor risk appetite and yield expectations.
Positioning
Strats Trusts offer investors a diversified portfolio of fixed-income assets from a single issuer. The competitive advantage is the ease of access to a specific bond portfolio and a predictable income stream if the issuer can fulfill its obligations
Total Addressable Market (TAM)
The total addressable market is the overall fixed-income market, valued in the trillions of dollars. Strats Trust targets a niche segment of investors seeking exposure to US Cellular debt. The TAM would be the overall fixed income investments available.
Upturn SWOT Analysis
Strengths
- Diversification within US Cellular's debt
- Predictable income stream
- Ease of access for individual investors
Weaknesses
- Lack of active management
- Concentration risk (all holdings are US Cellular debt)
- Sensitivity to US Cellular's credit rating
Opportunities
- Demand for fixed-income investments in a low-interest-rate environment
- Potential for new series with different maturities or US Cellular debt offerings
Threats
- Deterioration of US Cellular's credit rating
- Rising interest rates
- Competition from bond ETFs
Competitors and Market Share
Key Competitors
- LQD
- AGG
- USM
Competitive Landscape
Strats Trust competes with other fixed-income investment options. Its advantage is the focus on US Cellular debt, while its disadvantage is the concentration risk.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Growth is dependent on the issuance of new series of the Strats Trust and investor demand for US Cellular debt.
Future Projections: Future growth depends on US Cellular's financing needs and overall investor appetite for fixed income.
Recent Initiatives: Recent initiatives are typically related to the creation of new series of the trust.
Summary
Strats Trust US Cellular GIC is a niche fixed-income product best suited for investors seeking exposure to US Cellular's debt. Its strength lies in providing a predictable income stream, while its main weakness is the high concentration risk. The trust's performance is closely tied to US Cellular's financial health and overall market interest rates. Investors need to carefully assess US Cellular's creditworthiness before investing.
Similar Companies
USM
United States Cellular Corporation
USM
United States Cellular Corporation
VOD
Vodafone Group PLC ADR
VOD
Vodafone Group PLC ADR
VZ
Verizon Communications Inc
VZ
Verizon Communications Inc
Sources and Disclaimers
Data Sources:
- Company filings
- Third-party financial data providers
- Market analysis reports
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Investment decisions should be made based on your own research and risk tolerance.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Strats Trust US Cellular GIC
Exchange NYSE | Headquaters - | ||
IPO Launch date 2004-05-05 | CEO - | ||
Sector Financials | Industry Investment Banking & Investment Services | Full time employees - | Website |
Full time employees - | Website | ||
No Description Available
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