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Transaction Details

Company: BWX Technologies
Ticker:BWXT
Yahoo Beta:0.47
Industry:Aerospace/Defense Products & Services

Company Description:  BWX Technologies produces various nuclear products. The company makes nuclear reactors for the US military, produces highly enriched uranium, and manufacturers components for the nuclear power industry.

Purchase Date:16 Nov 2016 Sale Date:25 Sep 2020
Purchase Price:$40.00 Sale Price:$56.90
  --Split Adjusted:$40.00  --Split Adjusted:$56.90
Shares Purchased:75 Shares Sold:75
  --Split Adjusted:75  --Split Adjusted:75
Transaction Fee:$9.99 Transaction Fee:$0.10
Price Range (6 Months Prior):    Price Range (6 Months After):    
High$40.37 High$0.00
Date15 Nov 2016 Date01 Jan 1996
Low$34.14 Low$0.00
Date17 May 2016 Date01 Jan 1996
S&P (Purchase Date):$2,175.17 S&P (Sale Date):$3,257.96

Purchase
Timing:  We bought near the six month high.
Reason:  BWX Technologies has a strong market position. It is the only firm in the US producing highly enriched uranium. The firm has a strong relationship with the US military reaching back to the 1950s. President Elect Trump has indicated that he will work to modernize the US naval fleet. BWXT should benefit from an overhaul of submarines and aircraft carriers.

Sale
Timing:  x
Reason:  BWX has stable cash flows. Revenues are growing, but slowly. The relative valuation is still relatively high. We believe other investments are likely to outperform BWX.

S&P Gain: 49.78 % Annualized Gain: 11.3%
Stock Gain: 42.25 % Annualized Gain: 9.79%

Dividends:$173.25
Net Holding Return ($): $1,430.66
Net Holding Return (%): 47.53 %