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Upturn AI SWOT - About
Strats Trust US Cellular GIC (GJH)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
06/30/2025: 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.
Number of Analysts
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $0
1 Year Target Price $0
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 14.69% | Avg. Invested days 109 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  2.0 |
| 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 - |
Upturn AI SWOT
Strats Trust US Cellular GIC
Company Overview
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.
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 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
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
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
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.
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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