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Strats SM Trust for Wal Mart Stores Inc Securities Series 2005-4 GIC (GJO)
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Upturn Advisory Summary
12/23/2025: GJO (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 17.48% | Avg. Invested days 341 | 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 12/23/2025 |
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 23.38 - 25.26 | Updated Date 02/27/2025 |
52 Weeks Range 23.38 - 25.26 | Updated Date 02/27/2025 | ||
Dividends yield (FY) 3.20% | 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 SM Trust for Wal Mart Stores Inc Securities Series 2005-4 GIC
Company Overview
History and Background
Strats SM Trust for Wal Mart Stores Inc Securities Series 2005-4 GIC is a trust established to hold specific securities related to Wal-Mart Stores, Inc. It was created as part of a structured finance transaction in 2005. It does not have a 'founding year' or 'evolution over time' in the traditional sense of an operating company. Its existence is tied to the underlying securities it holds.
Core Business Areas
- Asset Holding: The primary function of this trust is to hold and manage the underlying Wal-Mart Stores Inc. Securities Series 2005-4 GIC. It acts as a conduit for these assets and any associated cash flows.
Leadership and Structure
As a trust, it is typically managed by a trustee or a board of trustees. Specific names of individuals are usually not publicly disclosed as it's a financial instrument rather than an operating entity with a distinct management team.
Top Products and Market Share
Key Offerings
- Wal Mart Stores Inc. Securities Series 2005-4 GIC: This refers to a specific series of securities issued by Wal-Mart Stores Inc. within a structured finance product. The 'GIC' likely stands for Guaranteed Investment Contract, implying some form of guarantee on returns or principal. Market share data for such a specific trust security is not publicly available in the same way as for an operating company's products.
Market Dynamics
Industry Overview
The industry relevant to this trust is the structured finance and corporate debt market. This involves the securitization of assets and the creation of complex financial instruments based on underlying corporate debt.
Positioning
Strats SM Trust for Wal Mart Stores Inc Securities Series 2005-4 GIC's position is that of a holder of specific Wal-Mart securities within a financial trust. Its success is directly linked to the performance of Wal-Mart Stores, Inc. and the terms of the securitization structure.
Total Addressable Market (TAM)
The TAM for this specific trust is defined by the outstanding volume of the Wal-Mart Stores Inc. Securities Series 2005-4 GIC. The trust is positioned to own a portion of this defined market.
Upturn SWOT Analysis
Strengths
- Backed by the creditworthiness of Wal-Mart Stores, Inc.
- Potentially offers a defined stream of income based on underlying securities.
- Structured product may offer specific risk/return profiles.
Weaknesses
- Lack of direct operational control or influence over the underlying asset (Wal-Mart).
- Complexity of the financial structure can lead to limited transparency.
- Limited liquidity for the trust's units/shares compared to publicly traded stocks.
Opportunities
- Potential for coupon payments from Wal-Mart debt.
- Favorable interest rate environments can enhance returns on fixed-income securities.
- Diversification within a broader investment portfolio.
Threats
- Default risk of Wal-Mart Stores, Inc.
- Interest rate risk impacting the value of underlying fixed-income securities.
- Changes in regulatory environments affecting structured products.
- Downgrades in Wal-Mart's credit rating.
Competitors and Market Share
Key Competitors
- Walmart Inc. (WMT)
Competitive Landscape
The 'competitors' in this context are other financial instruments that might offer exposure to Wal-Mart's credit or similar fixed-income opportunities. However, Strats SM Trust is a specific, pre-defined instrument.
Growth Trajectory and Initiatives
Historical Growth: Not applicable as it's a static financial instrument.
Future Projections: Future performance is entirely dependent on the maturity and repayment of the underlying Wal-Mart securities.
Recent Initiatives: None, as it is a passive holding vehicle.
Summary
Strats SM Trust for Wal Mart Stores Inc Securities Series 2005-4 GIC is a financial instrument, not an operating company. Its strength lies in its direct link to Wal-Mart's creditworthiness, but it lacks operational control and transparency. Its future is tied to the performance of the underlying securities and it faces risks from credit defaults and interest rate changes.
Similar Stocks
Sources and Disclaimers
Data Sources:
- General knowledge of structured finance products
- Information on Walmart Inc. (WMT)
Disclaimers:
This information is based on general understanding of structured finance trusts and Wal-Mart Stores Inc. securities. Specific details of the Strats SM Trust for Wal Mart Stores Inc Securities Series 2005-4 GIC, including its exact structure, terms, and financial performance, may require access to private offering memorandums or trust documents, which are not publicly available. This analysis should not be considered financial advice.
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 SM Trust for Wal Mart Stores Inc Securities Series 2005-4 GIC
Exchange NYSE | Headquaters - | ||
IPO Launch date 2005-11-21 | CEO - | ||
Sector Financials | Industry Investment Banking & Investment Services | Full time employees - | Website |
Full time employees - | Website | ||
No Description Available
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