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Calamos Strategic Total Return (CSQ) Stock Analysis

Temp Headwind edge

Buy WaitModerate Confidence

Financial Services · Asset Management

Wait for pullback to $19.12. Weak momentum — blocks BUY_NOW at $19.85. Engine's entry $19.12 (Support Atr Sticky) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risks: Near 52-week high (2.8% away); Negative momentum.

Calamos Strategic Total Return Fund is a closed ended balanced mutual fund launched by Calamos Investments LLC. The fund is managed by Calamos Advisors LLC. It invests in the public equity and fixed income markets of the United States. The fund seeks to invest in securities of... Read more

$19.85+5.2% A.UpsideScore 6.0/10#20 of 109 Asset Management
QualityF-score8 / 9FCF yield—
IncomeYield7.47%(5y avg 7.55%)Payout27.27%sustainable
Entry $19.12(Support Atr Sticky)Stop $18.53Target $20.13(resistance)A.R:R 0.0:1Setup A.R:R 1.7:1

Wait for pullback to $19.12. Weak momentum — blocks BUY_NOW at $19.85. Engine's entry $19.12 (Support Atr Sticky) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risks: Near 52-week high (2.8% away); Negative momentum. Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. V9 Gate blocked: Momentum 3.5 < 4.5 minimum. Wait for improvement. Score 6.0/10, moderate confidence.

Passes 6/8 gates (clean insider activity, no SEC red flags, news events none recent, earnings proximity no date, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum. Suitability: aggressive.

Val8.0Qual7.6Grw6.0Mom3.5Sent5.0Ins5.0Peer4.6Tech5.7Risk8.66.0OVERALL

Recent Developments — Calamos Strategic Total Return

Latest news

Generated 2026-05-20T20:21:21Z.

Thesis

Rewards
V7 quality resilience bonus: +0.2 (Q=7.6 in RISK_OFF)
Sector modifier (Financial Services): +1.0
High-quality business
Risks
Near 52-week high (2.8% away)
Negative momentum

Key Metrics

P/E (TTM)4.4
P/E (Fwd)—
Mkt Cap$3.2B
EV/EBITDA—
Profit Mgn903.4%
ROE23.5%
Rev Growth-2.2%
Beta1.31
Dividend7.47%
Rating analysts—

Quality Signals

Piotroski F8/9MoatNarrow

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

1 floor-breaker·1 ceiling hit

Momentum below the gate floor. Component breakdown shows what dragged the score down.static

Volume
0.0
Obv
1.0
Macd
2.6
Rsi
5.0
Ma Position
9.0
Volume distribution (falling OBV)Above 200-day MA
GatesMomentum 3.5<4.5A.R:R UPSIDE_EXHAUSTED (upside=0.0%)Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY NO DATESEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARSuitability: Aggressive
RSI
61 · Neutral
↑ 20D MA↑ 50D MA↑ 200D MAGOLDEN CROSSSupport $18.98Resistance $20.54

Price Targets

$19
$19
$20
A.Upside+1.4%
A.R:R0.0:1
Setup A.R:R (at entry)1.7:1

Position Sizing

ConvictionHigh conviction
Suggested %2.3%
Max %4.6%
RegimeRisk-Off

Risk Alerts

! Momentum 3.5 < 4.5 minimum
! Momentum score 3.5/10 — below 4.5 minimum

Earnings

We could not retrieve earnings history for CSQ.
The company may be recently listed, pre-revenue, or its beat/miss record wasn't available from our source this run. Earnings signals feed the Growth and Catalyst score dimensions — absence here doesn't affect other dimensions.

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is CSQ stock a buy right now?

Wait for pullback to $19.12. Weak momentum — blocks BUY_NOW at $19.85. Engine's entry $19.12 (Support Atr Sticky) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risks: Near 52-week high (2.8% away); Negative momentum. Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. V9 Gate blocked: Momentum 3.5 < 4.5 minimum. Wait for improvement. Target $20.13 (+1.4%), stop $18.53 (−7.1%), Setup A.R:R 1.7:1. Score 6.0/10, moderate confidence.

What is the CSQ stock price target?

Take-profit target: $20.13 (+5.2% upside). Target $20.13 (+1.4%), stop $18.53 (−7.1%), Setup A.R:R 1.7:1. Stop-loss: $18.53.

What are the risks of investing in CSQ?

Near 52-week high (2.8% away); Negative momentum.

Is CSQ overvalued or undervalued?

Calamos Strategic Total Return trades at a P/E of 4.4 (forward N/A). TrendMatrix value score: 8.0/10. Verdict: Buy (Wait for Entry).

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What does Calamos Strategic Total Return do?Calamos Strategic Total Return Fund is a closed ended balanced mutual fund launched by Calamos Investments LLC. The...

Calamos Strategic Total Return Fund is a closed ended balanced mutual fund launched by Calamos Investments LLC. The fund is managed by Calamos Advisors LLC. It invests in the public equity and fixed income markets of the United States. The fund seeks to invest in securities of companies operating across diversified sectors. It primarily invests in common and preferred stocks of companies across all market capitalizations, convertible securities, and high yield corporate bonds with an average credit rating of BB as rated by S&P. The fund employs both fundamental and quantitative analysis with a combination of bottom-up and top-down security picking approaches to create its portfolio. Calamos Strategic Total Return Fund was formed on December 31, 2003 and is domiciled in the United States.

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