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Upturn AI SWOT - About
Strats Trust US Cellular GIC (GJH)
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Upturn Advisory Summary
09/12/2025: 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 16% | Avg. Invested days 82 | 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 09/12/2025 |
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) designed to provide investors with a fixed portfolio of securities related to the US cellular industry. UITs are typically unmanaged and have a fixed lifespan. Specific founding year and milestones vary depending on the series of the Strats Trust.
Core Business Areas
- Investment Management: Managing a fixed portfolio of securities, typically focused on stocks of companies in the US cellular sector.
Leadership and Structure
Unit Investment Trusts (UITs) like Strats Trust are not actively managed and do not have a traditional leadership team like a corporation. They are typically created by financial institutions like broker-dealers. The trustee bank or organization holds the portfolio assets for the benefit of the unit holders. They do not have an organizational structure.
Top Products and Market Share
Key Offerings
- Units in a Fixed Portfolio: The primary offering is units representing ownership in a fixed portfolio of securities concentrated in the US cellular sector. Market share is not directly applicable as it's a specific UIT, not a company selling a product in a competitive market. Competitors are other investment products targeting the same sector (e.g., ETFs, mutual funds).
Market Dynamics
Industry Overview
The US cellular industry is characterized by ongoing technological advancements (5G, IoT), intense competition among major carriers, and increasing demand for data and connectivity. Regulatory oversight and spectrum auctions play a crucial role.
Positioning
Strats Trust US Cellular GIC is positioned as a passive investment vehicle providing exposure to a basket of US cellular stocks. Its competitive advantage, if any, lies in its targeted sector focus and fixed portfolio structure.
Total Addressable Market (TAM)
The total addressable market is the overall market capitalization of the US cellular industry. Strats Trust US Cellular GIC captures a negligible portion of this, as it represents a small slice of investment in the overall market.
Upturn SWOT Analysis
Strengths
- Targeted sector exposure
- Fixed portfolio structure
- Potentially lower expense ratios compared to actively managed funds (though this isn't always the case for UITs)
Weaknesses
- Lack of active management; the portfolio is fixed and cannot adapt to changing market conditions
- No diversification beyond the US cellular sector
- Potential for higher expenses than some ETFs due to upfront creation and liquidation costs
- Unit trusts typically terminate after a stated period, resulting in forced selling which may not be ideal at the time
Opportunities
- Growth in the US cellular industry
- Increased demand for data and connectivity
- Technological advancements driving stock prices
Threats
- Intense competition in the US cellular industry
- Regulatory changes and spectrum auctions
- Technological obsolescence
- Economic downturn impacting consumer spending
- Poor stock selection in the fixed portfolio which results in a lack of return.
Competitors and Market Share
Key Competitors
- VOD (VOD)
- ERIC (ERIC)
- NOK (NOK)
- TMUS (TMUS)
- VZ (VZ)
- AMT (AMT)
- CCI (CCI)
Competitive Landscape
Strats Trust US Cellular GIC competes with other investment vehicles providing exposure to the US cellular industry, such as sector-specific ETFs and mutual funds. Its fixed portfolio structure can be both an advantage and a disadvantage compared to actively managed funds. The Trust does not hold any market share, since it is an investment vehicle itself.
Growth Trajectory and Initiatives
Historical Growth: Growth depends entirely on the performance of the US cellular sector stocks held within the UIT. Past performance is not indicative of future results.
Future Projections: Future projections are dependent on analysts' estimates for the US cellular sector, but also on the continued ability of the trust to function given that they are fixed term investment vehicles.
Recent Initiatives: Being a passive investment vehicle, the Strats Trust US Cellular GIC does not have strategic initiatives of its own. Performance is tied to the initiatives and performance of the companies it holds.
Summary
Strats Trust US Cellular GIC offers targeted exposure to the US cellular industry through a fixed portfolio of stocks. Its performance is entirely dependent on the underlying securities and economic factors that affect the wireless companies. A potential drawback is the lack of flexibility due to its unmanaged structure. Investors should consider their risk tolerance and investment goals before investing and they should understand that the term of the trust is limited and will result in forced liquidation when the trust terminates.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings (for constituent companies)
- Market Data Providers
- Industry Research Reports
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Investment decisions should be based on individual research and consultation with a qualified financial advisor. Market share data and competitors provided are generalized for the US cellular industry as a whole. There is no data on trust specific holdings.
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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