Home > Historical Performance > Historical Transaction Report

Transaction Details

Company: BWX Technologies
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:04 Oct 2017 Sale Date:25 Sep 2020
Purchase Price:$56.82 Sale Price:$56.90
  --Split Adjusted:$56.82  --Split Adjusted:$56.90
Shares Purchased:50 Shares Sold:50
  --Split Adjusted:50  --Split Adjusted:50
Transaction Fee:$6.95 Transaction Fee:$0.07
Price Range (6 Months Prior):    Price Range (6 Months After):    
High$57.29 High$0.00
Date02 Oct 2017 Date01 Jan 1996
Low$31.93 Low$0.00
Date08 Apr 2016 Date01 Jan 1996
S&P (Purchase Date):$2,537.74 S&P (Sale Date):$3,257.96

Timing:  We bought near the six month high.
Reason:  BWXT's stock price has gained nearly 50% over the last year. Revenue has grown 9.5% and net income margins are growing. As the sole provider of highly enriched uranium and with contracts to supply nuclear power sources to the US Navy, the company is likely to benefit from the increased investment in the militray promised by President Trump.

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: 28.38 % Annualized Gain: 9.03%
Stock Gain: 0.14 % Annualized Gain: 0.05%

Net Holding Return ($): $96.98
Net Holding Return (%): 3.41 %