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Transaction Details

Company: Black Diamond
Yahoo Beta:1.54
Industry:Sporting goods

Company Description:  BDE designs, manufactures, and markets outdoor performance equipment and apparel for climbing, mountaineering, backpacking, skiing, and other outdoor recreation activities in the United States and internationally.

Purchase Date:12 Feb 2014 Sale Date:08 Oct 2014
Purchase Price:$9.52 Sale Price:$7.75
  --Split Adjusted:$9.52  --Split Adjusted:$7.75
Shares Purchased:550 Shares Sold:550
  --Split Adjusted:550  --Split Adjusted:550
Transaction Fee:$6.95 Transaction Fee:$7.04
Price Range (6 Months Prior):    Price Range (6 Months After):    
High$14.32 High$0.00
Date14 Jan 2014 Date01 Jan 1996
Low$9.40 Low$0.00
Date11 Feb 2014 Date01 Jan 1996
S&P (Purchase Date):$1,829.83 S&P (Sale Date):$1,968.89

Timing:  We bought at the six month low.
Reason:  BDE has a strong product portfolio and is a market leader in the outdoor sporting goods category.

Timing:  0
Reason:  The company's new apparel line did not perform as expected, dragging down the company's performance and leading analysts to suggest we redeploy the capital elsewhere.

S&P Gain: 7.6 % Annualized Gain: 11.89%
Stock Gain: -18.59 % Annualized Gain: -27.05%

Net Holding Return ($): $-987.49
Net Holding Return (%): -18.83 %