Calamos Strategic Total Return (CSQ) Stock Analysis
Breakout setup
Financial Services · Asset Management
Hold if already holding. Not a fresh buy at $21.09, but acceptable to hold if already in. Reasons: Near 52-week high (0.3% away); Weak growth.
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 $21.09, but acceptable to hold if already in. Reasons: Near 52-week high (0.3% away); Weak growth. Chart setup: Golden cross, above all MAs, RSI 57, MACD bullish. Insufficient data quality (0.6) for BUY verdict. Need dq >= 0.7. Score 5.5/10, moderate confidence.
Passes 7/8 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, earnings proximity no date, semi cycle peak clear, materials cycle peak clear). Suitability: aggressive.
Recent developments
updated 2026-09-05Recent Developments — Calamos Strategic Total Return
Latest news
- NEWS Calamos Strategic Total Return Fund To Go Ex-Dividend On May 14th, 2026 With 0.1225 USD Dividend Per Share - 富途牛牛 — 富途牛牛 neutral
- NEWS What Calamos (CSQ) does better than 90% of companies (Bullish Momentum) 2026-05-06 - Fast Moving Stocks - newser.com — newser.com positive
- NEWS Calamos Strategic Total Return Fund (CSQ) Announces Monthly Divi - GuruFocus — GuruFocus positive
- NEWS Calamos Investments Closed-End Funds (NASDAQ: CHI, CHY, CSQ, CGO, CHW, CCD and CPZ) Announce Monthly Distributions and R — TradingView neutral
- NEWS EU sets CSQ allocations under post-safeguard regime - EUROMETAL — EUROMETAL neutral
Generated 2026-09-05T14:21:57Z.
Thesis
Key Metrics
Quality Signals
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Rating Breakdown
2 floor-breakers·1 ceiling hit
Revenue shrinking — -2.8% YoY. Growth thesis broken unless recovery story develops.static
Technicals 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 $21.09, but acceptable to hold if already in. Reasons: Near 52-week high (0.3% away); Weak growth. Chart setup: Golden cross, above all MAs, RSI 57, MACD bullish. Insufficient data quality (0.6) for BUY verdict. Need dq >= 0.7. Target $24.25 (+15.0%), stop $20.61 (−2.3%), A.R:R 0.0:1. Score 5.5/10, moderate confidence.
Take-profit target: $24.25 (+15.0% upside). Target $24.25 (+15.0%), stop $20.61 (−2.3%), A.R:R 0.0:1. Stop-loss: $20.61.
Near 52-week high (0.3% away); Weak growth; Data quality too low for BUY (0.6 < 0.7).
Calamos Strategic Total Return trades at a P/E of 3.2 (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.