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Strats Trust US Cellular GIC (GJH)
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Upturn Advisory Summary
11/05/2025: GJH (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit 17.2% | Avg. Invested days 95 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 11/05/2025 |
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 - |
Upturn AI SWOT
Strats Trust US Cellular GIC
Company Overview
History and Background
Strats Trust US Cellular GIC is a unit investment trust (UIT), not a publicly traded company. UITs are fixed portfolios of securities, such as bonds or stocks, that are assembled by a sponsor and sold to investors in units. The UIT terminates on a specified date, at which point the underlying securities are sold, and the proceeds are distributed to unit holders.
Core Business Areas
- Fixed Income Investments: Strats Trust US Cellular GICs primarily invest in the fixed income securities of US cellular companies, like bonds. They are designed to provide a predictable income stream over a specified period.
Leadership and Structure
Strats Trust US Cellular GICs are managed by a sponsor, typically an investment bank or brokerage firm. The sponsor assembles the portfolio, registers the UIT with the SEC, and sells units to investors. Once the UIT is established, there is no active management. The portfolio remains fixed until termination.
Top Products and Market Share
Key Offerings
- Units of US Cellular GIC: Each unit represents a proportional ownership in the underlying portfolio of fixed income securities. The value of a unit fluctuates based on the market value of the underlying holdings. Because these are fixed income investment, there is no real competitor. They are competing against other fixed income investment options.
Market Dynamics
Industry Overview
The market for unit investment trusts is influenced by investor demand for predictable income streams and diversification. Interest rates, credit spreads, and overall market sentiment impact the performance of UITs.
Positioning
Strats Trust US Cellular GICs occupy a niche segment within the fixed income market, catering to investors seeking exposure to the US cellular industry through fixed income securities. Their competitive advantage lies in their fixed portfolio structure and relatively low management fees.
Total Addressable Market (TAM)
The TAM is large and is the overall size of the fixed income market. The portion that Strats Trust US Cellular GIC is exposed to is much smaller and is the market cap of bonds of US Cellular companies. Strats Trust US Cellular GIC is one of many investment vehicles, such as ETFs and mutual funds, positioned within this TAM.
Upturn SWOT Analysis
Strengths
- Diversification within the US cellular sector's fixed income market.
- Predictable income stream.
- Relatively low management fees.
- Fixed portfolio structure for transparency.
Weaknesses
- Lack of active management; no flexibility to adjust to changing market conditions.
- Potential for capital losses if underlying securities default or decline in value.
- Limited liquidity; units may be difficult to sell before termination.
- Subject to interest rate risk.
Opportunities
- Growing demand for fixed income investments among retirees and income-seeking investors.
- Potential for new UITs focused on emerging sectors within the cellular industry.
- Expansion of distribution channels to reach a wider investor base.
Threats
- Rising interest rates, which could negatively impact the value of fixed income securities.
- Increased competition from ETFs and other investment vehicles.
- Regulatory changes that could impact the structure or tax treatment of UITs.
- Economic downturns that could lead to credit defaults among cellular companies.
Competitors and Market Share
Key Competitors
- BND
- AGG
- LQD
Competitive Landscape
Strats Trust US Cellular GIC competes with other fixed-income investment products, such as ETFs and mutual funds, offering similar exposure to the fixed-income market but with different structures and fee models.
Growth Trajectory and Initiatives
Historical Growth: Growth is dependent on the sponsor's ability to create and market new UITs to meet investor demand.
Future Projections: Future growth is tied to trends in interest rates, the creditworthiness of cellular companies, and investor appetite for fixed income investments.
Recent Initiatives: Recent initiatives may include launching new UITs focused on specific segments of the fixed income market or incorporating environmental, social, and governance (ESG) factors into portfolio construction.
Summary
Strats Trust US Cellular GIC is a UIT designed to provide income from cellular company bonds. Its fixed portfolio offers transparency but limits flexibility. Performance depends on interest rates and credit quality, and it faces competition from similar fixed-income products. The lack of active management is a primary factor to note.
Similar Stocks
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Websites
- Financial News Outlets
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor.
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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