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GJH
Upturn stock ratingUpturn stock rating

Strats Trust US Cellular GIC (GJH)

Upturn stock ratingUpturn stock rating
$9.35
Last Close (24-hour delay)
upturn advisory
PASS
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

06/30/2025: GJH (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

rating

Analysts rated it

Very few follow this stock; limited insights, higher-risk early investing.

1 Year Target Price $0

1 Year Target Price $0

Analysts Price Target For last 52 week
$0Target price
Low$
Current$9.35
high$

Analysis of Past Performance

Type Stock
Historic Profit 14.69%
Avg. Invested days 109
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 5.0
Stock Returns Performance Upturn Returns Performance 2.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 06/30/2025

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) -
Beta -
52 Weeks Range 8.36 - 9.54
Updated Date 02/27/2025
52 Weeks Range 8.36 - 9.54
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 -

ai summary icon Upturn AI SWOT

Strats Trust US Cellular GIC

stock logo

Company Overview

overview logo History and Background

Strats Trust US Cellular GIC is a unit investment trust focused on investments in the telecommunications sector. The specifics of its founding year and evolution are less documented compared to individual companies, as it functions as a managed portfolio.

business area logo Core Business Areas

  • Telecommunications Investment: Investment in debt securities of US Cellular (USM), a leading regional cellular provider. This trust aims to provide a fixed rate of return over a specific time period by holding these securities. Since the focus is on debt of US Cellular, the core business is facilitating investment and returning the agreed upon coupon payments over the lifespan of the trust.

leadership logo Leadership and Structure

Strats Trust is structured as a unit investment trust (UIT), meaning there isn't an active management team making trading decisions. The portfolio is typically fixed at inception. The trustee manages the administrative aspects of the trust.

Top Products and Market Share

overview logo Key Offerings

  • Fixed Income Investment Trust: Strats Trusts offer investors a diversified portfolio of US Cellular debt securities paying fixed interest rates over the trust's life. This is not a product of US Cellular itself, but a vehicle to invest in its debt. Market share doesn't apply in the traditional sense, as the focus is on assets under management within the trust. Competitors are other fixed income investment vehicles like mutual funds, ETFs, and individual bonds and other Strats Trusts.

Market Dynamics

industry overview logo Industry Overview

The trust invests in the telecom sector, which faces competition, technological changes (5G, fiber optics), and regulatory pressures. The demand for wireless communication remains strong, but the industry faces pricing pressures and high capital expenditure requirements.

Positioning

Strats Trust US Cellular GIC is positioned as a fixed-income investment vehicle focused specifically on US Cellular's debt. Its competitive advantage lies in offering a structured, pre-defined portfolio with a fixed return (if US Cellular does not default) over a specific timeframe.

Total Addressable Market (TAM)

The TAM is the overall fixed income market. It is difficult to find the exact market size as it is a fixed income market which is very large. The trust represents a small portion of this TAM.

Upturn SWOT Analysis

Strengths

  • Fixed income stream
  • Diversified portfolio of US Cellular debt
  • Predictable return (assuming no default)
  • Relatively low management fees

Weaknesses

  • Lack of flexibility (fixed portfolio)
  • Credit risk of US Cellular
  • Interest rate risk (if rates rise, fixed income less attractive)
  • No active management to respond to market changes

Opportunities

  • Demand for stable income streams
  • Potential for increased US Cellular profitability
  • Growing demand for fixed income investment options
  • Ability to create new trust offerings based on other telecom companies

Threats

  • US Cellular default or financial distress
  • Increased competition in the telecom industry
  • Changes in interest rates
  • Regulatory changes impacting US Cellular

Competitors and Market Share

competitor logo Key Competitors

  • AGG
  • BND
  • LQD

Competitive Landscape

Strats Trust US Cellular GIC competes with other fixed-income investments such as bond ETFs, mutual funds, and individual bonds. Its advantages include a fixed portfolio and predictable income stream (assuming no default), but it lacks the flexibility of actively managed funds.

Growth Trajectory and Initiatives

Historical Growth: Growth is not a primary objective. The trust's purpose is to provide a stable income stream. New trusts may be created based on demand and available debt securities.

Future Projections: Future growth is dependent on the creation of new trust offerings and investor demand for fixed-income investments. Projections are not typically made for existing, static trusts.

Recent Initiatives: No specific initiatives, as Strats Trusts are typically fixed portfolios.

Summary

Strats Trust US Cellular GIC is a fixed-income investment vehicle designed to provide a stable income stream through investments in US Cellular's debt. Its strength lies in its predictability and diversification within a specific issuer. The primary risk is the creditworthiness of US Cellular and the impact of rising interest rates. There are no recent acquisitions and is a niche play for those wanting exposure to US Cellular bonds.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Company Information - US Cellular
  • Investment Information - Invesco Strats Trust Prospectus
  • Market Data - Major ETF provider websites

Disclaimers:

This analysis is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. The value of investments can go down as well as up. Consult with a qualified financial advisor before making any investment decisions.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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