Calamos Strategic Total Return (CSQ) Stock Analysis
Financial Services · Asset Management
Hold if already holding. Not a fresh buy at $19.65, but acceptable to hold if already in. Reasons: Weak growth; 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
Hold if already holding. Not a fresh buy at $19.65, but acceptable to hold if already in. Reasons: Weak growth; Negative momentum. Chart setup: No clear chart pattern; technical signals are mixed. Insufficient data quality (0.6) for BUY verdict. Need dq >= 0.7. Score 5.4/10, 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.
Recent developments
No fresh coverage since Jul 1, 2026
Recent Developments — Calamos Strategic Total Return
Latest news
- NEWS Calamos Strategic Total Return Fund (CSQ) Announces Monthly Divi - GuruFocus — GuruFocus Jul 1, 2026 positive
- NEWS Calamos Investments Closed-End Funds (NASDAQ: CHI, CHY, CSQ, CGO, CHW, CCD and CPZ) Announce Monthly Distributions and R — TradingView Jul 1, 2026 neutral
- NEWS EU sets CSQ allocations under post-safeguard regime - EUROMETAL — EUROMETAL Jul 1, 2026 neutral
- NEWS Calamos Strategic Total Return Fund declares $0.1025 dividend - MSN — MSN Jun 27, 2026 neutral
- NEWS Calamos Strategic Total Return Stock - Weekly outlook for income investors - AD HOC NEWS — AD HOC NEWS Jun 22, 2026 neutral
Latest item Jul 1, 2026 · Generated 2026-11-04T11:54:37Z.
Thesis
Key Metrics
Quality Signals
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Rating Breakdown
2 floor-breakers
Revenue shrinking — -2.8% YoY. Growth thesis broken unless recovery story develops.static
Momentum below the gate floor. Component breakdown shows what dragged the score down.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Hold if already holding. Not a fresh buy at $19.65, but acceptable to hold if already in. Reasons: Weak growth; Negative momentum. Chart setup: No clear chart pattern; technical signals are mixed. Insufficient data quality (0.6) for BUY verdict. Need dq >= 0.7. Resistance target $20.23 (+3.0%), stop $19.01 (−3.4%), A.R:R 0.0:1. Score 5.4/10, moderate confidence.
Resistance target: $20.23 (+3.0% upside). Resistance target $20.23 (+3.0%), stop $19.01 (−3.4%), A.R:R 0.0:1. Stop-loss: $19.01.
Weak growth; Negative momentum; Data quality too low for BUY (0.6 < 0.7).
Calamos Strategic Total Return trades at a P/E of 3.0 (forward N/A). TrendMatrix value score: 5.0/10. Verdict: Hold.
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.