Calamos Strategic Total Fund Buy Hold or Sell Recommendation

CSQ Fund  USD 16.37  0.04  0.24%   
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding Calamos Strategic Total is 'Strong Hold'. Macroaxis provides Calamos Strategic buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding CSQ positions. The advice algorithm takes into account all of Calamos Strategic's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Calamos Strategic's buy or sell advice are summarized below:
Real Value
16.04
Hype Value
16.37
Market Value
16.37
Naive Value
16.46
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Calamos Strategic Total given historical horizon and risk tolerance towards Calamos Strategic. When Macroaxis issues a 'buy' or 'sell' recommendation for Calamos Strategic Total, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Calamos Strategic Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
In addition, we conduct extensive research on individual funds such as Calamos and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Calamos Strategic Total. Also, note that the market value of any fund could be tightly coupled with the direction of predictive economic indicators such as signals in state.

Execute Calamos Strategic Buy or Sell Advice

The Calamos recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Calamos Strategic Total. Macroaxis does not own or have any residual interests in Calamos Strategic Total or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Calamos Strategic's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Calamos StrategicBuy Calamos Strategic
Strong Hold

Market Performance

SolidDetails

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

OvervaluedDetails

Odds Of Distress

LowDetails

Economic Sensitivity

Moves indifferently to market movesDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Calamos Strategic Total has a Risk Adjusted Performance of 0.1405, Jensen Alpha of 0.0479, Total Risk Alpha of 0.0072, Sortino Ratio of 0.0557 and Treynor Ratio of 0.1746
Our trade advice tool can cross-verify current analyst consensus on Calamos Strategic Total and to analyze the fund potential to grow in the current economic cycle. To make sure Calamos Strategic is not overpriced, please confirm all Calamos Strategic Total fundamentals, including its price to earning and the relationship between the net income and market capitalizationprice to earning, cash flow from operations, three year return, as well as the relationship between the net income and market capitalization .

Calamos Strategic Trading Alerts and Improvement Suggestions

Calamos Strategic Returns Distribution Density

The distribution of Calamos Strategic's historical returns is an attempt to chart the uncertainty of Calamos Strategic's future price movements. The chart of the probability distribution of Calamos Strategic daily returns describes the distribution of returns around its average expected value. We use Calamos Strategic Total price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Calamos Strategic returns is essential to provide solid investment advice for Calamos Strategic.
Mean Return
0.18
Value At Risk
-1.1
Potential Upside
1.25
Standard Deviation
0.72
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Calamos Strategic historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Calamos Strategic Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Calamos Strategic or Financial Services sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Calamos Strategic's price will be affected by overall fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Calamos fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over NYSE Composite
0.05
β
Beta against NYSE Composite0.96
σ
Overall volatility
0.68
Ir
Information ratio 0.06

Calamos Strategic Volatility Alert

Calamos Strategic Total exhibits relatively low volatility with skewness of -0.07 and kurtosis of 0.32. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Calamos Strategic's fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Calamos Strategic's fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.

Calamos Strategic Fundamentals Vs Peers

Comparing Calamos Strategic's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Calamos Strategic's direct or indirect competition across all of the common fundamentals between Calamos Strategic and the related equities. This way, we can detect undervalued stocks with similar characteristics as Calamos Strategic or determine the funds which would be an excellent addition to an existing portfolio. Peer analysis of Calamos Strategic's fundamental indicators could also be used in its relative valuation, which is a method of valuing Calamos Strategic by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Calamos Strategic to competition
FundamentalsCalamos StrategicPeer Average
Price To Earning9.66 X6.53 X
Price To Book1.05 X0.74 X
Price To Sales33.41 X0.61 X
Beta1.36
Annual Yield0.01 %0.29 %
Year To Date Return10.67 %0.39 %
One Year Return36.32 %4.15 %
Three Year Return8.77 %3.60 %
Five Year Return14.92 %3.24 %
Last Dividend Paid1.230.65

Calamos Strategic Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Calamos . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About Calamos Strategic Buy or Sell Advice

When is the right time to buy or sell Calamos Strategic Total? Buying financial instruments such as Calamos Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Calamos Strategic in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Personal Services Thematic Idea Now

Personal Services
Personal Services Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Personal Services theme has 61 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Personal Services Theme or any other thematic opportunities.
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Check out Calamos Strategic Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
You can also try the Instant Ratings module to determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance.

Complementary Tools for Calamos Fund analysis

When running Calamos Strategic's price analysis, check to measure Calamos Strategic's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Calamos Strategic is operating at the current time. Most of Calamos Strategic's value examination focuses on studying past and present price action to predict the probability of Calamos Strategic's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Calamos Strategic's price. Additionally, you may evaluate how the addition of Calamos Strategic to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Calamos Strategic's value and its price as these two are different measures arrived at by different means. Investors typically determine if Calamos Strategic is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Calamos Strategic's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.