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PTA240905Sell5.3·$19.32-0.41%
SellModerate Confidence
Investment thesis

This name screens cheap on valuation and holds a bullish technical setup above its 200-day moving average, but quality sits far below the engine's floor, the dividend carries a yield-trap warning, and the engine flags upside as already exhausted.

Thesis pillars

  • Quality Far Below FloorStable
  • Attractive Value ScoreStable
  • Momentum Above 200maStable
  • +2 more pillars — see the Why tab for full reasoning

Full reasoning →

Open full analysis

240905 (PTA) Stock Analysis

Breakout setup · Inst Constrain edge

SellModerate Confidence

Financial Services · Asset Management

Sell if holding. Engine safety override at $19.32: Quality below floor (0.9 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.3/10. Specifically: Below-average business quality.

Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund is a close-end fixed income mutual fund launched by Cohen & Steers, Inc. The fund is managed by Cohen & Steers Capital Management, Inc. It invests in fixed income markets of global region. The fund invests... Read more

$19.32-0.6% A.UpsideScore 5.3/10#147 of 240 Asset Management
QualityF-score0 / 9FCF yield
IncomeYield8.32%(5y avg 7.66%)Payout98.65%at-risk
Stop $18.82Target $19.21(resistance)A.R:R 0.0:1

Sell if holding. Engine safety override at $19.32: Quality below floor (0.9 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.3/10. Specifically: Below-average business quality. Chart setup: Golden cross, above all MAs, RSI 57, MACD bullish. Score 5.3/10, 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.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-07-06

Recent Developments — 240905

Generated 2026-07-06T05:40:27Z.

Thesis

Rewards
No bull case signals
Risks
Quality below floor (0.9 < 4.0)

Key Metrics

P/E (TTM)11.9
P/E (Fwd)
Mkt Cap$1.1B
EV/EBITDA
Profit Mgn0.0%
ROE
Rev Growth
Beta
Dividend8.32%
Rating analysts

Quality Signals

Piotroski F0/9

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

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Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

1 floor-breaker·2 ceiling hits

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

Gross Margin
0.0
Operating Margin
0.0
Net Margin
0.0
Piotroski F
0.0
Moat
4.5
No competitive moatWeak Piotroski F-Score: 0/9Quality concerns
GatesA.R:R UPSIDE_EXHAUSTED (upside=0.0%)Momentum 6.3>=5.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY NO DATESEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARBreakoutSuitability: Aggressive
RSI
57 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $18.85Resistance $19.60

Price Targets

$19
$19
A.Upside-0.6%
A.R:R0.0:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Quality below floor (0.9 < 4.0)

Earnings

We could not retrieve earnings history for PTA.
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 PTA stock a buy right now?

Sell if holding. Engine safety override at $19.32: Quality below floor (0.9 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.3/10. Specifically: Below-average business quality. Chart setup: Golden cross, above all MAs, RSI 57, MACD bullish. Prior stop was $18.82. Score 5.3/10, moderate confidence.

What is the PTA stock price target?

Take-profit target: $19.21 (-0.6% upside). Prior stop was $18.82. Stop-loss: $18.82.

What are the risks of investing in PTA?

Quality below floor (0.9 < 4.0).

Is PTA overvalued or undervalued?

240905 trades at a P/E of 11.9 (forward N/A). TrendMatrix value score: 8.6/10. Verdict: Sell.

0
What does 240905 do?Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund is a close-end fixed income mutual fund launched by...

Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund is a close-end fixed income mutual fund launched by Cohen & Steers, Inc. The fund is managed by Cohen & Steers Capital Management, Inc. It invests in fixed income markets of global region. The fund invests directly and through derivates in preferred stock and debt securities, floating-rate and fixed-to-floating-rate preferred securities, fixed- and floating-rate corporate debt securities, convertible securities, contingent capital securities that are rated BBB- or above by S&P. The fund seeks to invest in securities of any maturity. It employs fundamental analysis to create its portfolio. Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund was formed on October 26, 2020 and is domiciled in the United States.

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Latest news

Latest News

Benzinga68d ago