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Transaction Details

Company: Delta Air Lines
Ticker:DAL
Yahoo Beta:1.11
Industry:Major airlines

Company Description:  DAL provides scheduled air transportation for passengers and cargo in the United States and internationally.

Purchase Date:09 Oct 2015 Sale Date:03 Oct 2016
Purchase Price:$46.97 Sale Price:$39.74
  --Split Adjusted:$46.97  --Split Adjusted:$39.74
Shares Purchased:45 Shares Sold:45
  --Split Adjusted:45  --Split Adjusted:45
Transaction Fee:$6.95 Transaction Fee:$6.99
Price Range (6 Months Prior):    Price Range (6 Months After):    
High$47.99 High$0.00
Date17 Aug 2015 Date01 Jan 1996
Low$40.49 Low$0.00
Date09 Jul 2015 Date01 Jan 1996
S&P (Purchase Date):$2,014.89 S&P (Sale Date):$2,164.33

Purchase
Timing:  We bought near the six month high.
Reason:  Low oil prices will help Delta reduce costs and drive future net income growth.

Sale
Timing:  
Reason:  In the short run, we believe Delta's growth opportunities are limited. Oil prices are likely to rise, cutting into margins.

S&P Gain: 7.42 % Annualized Gain: 8.29%
Stock Gain: -15.4 % Annualized Gain: -16.98%

Dividends:$20.35
Net Holding Return ($): $-319.17
Net Holding Return (%): -15.05 %