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Transaction Details

Company: Ebix
Yahoo Beta:1.28
Industry:Business software & services

Company Description:  Ebix, Inc. supplies software to support insurance companies. Ebix supports everything from brokers to claims processing.

Purchase Date:23 Nov 2011 Sale Date:19 Feb 2014
Purchase Price:$19.00 Sale Price:$15.93
  --Split Adjusted:$19.00  --Split Adjusted:$15.93
Shares Purchased:150 Shares Sold:150
  --Split Adjusted:150  --Split Adjusted:150
Transaction Fee:$9.99 Transaction Fee:$10.04
Price Range (6 Months Prior):    Price Range (6 Months After):    
High$20.93 High$0.00
Date07 Jul 2011 Date01 Jan 1996
Low$13.56 Low$0.00
Date03 Oct 2011 Date01 Jan 1996
S&P (Purchase Date):$1,171.05 S&P (Sale Date):$1,828.75

Timing:  We bought near the six month high.
Reason:  Our analyst has a target value of between $32 to $34 based on DCF and a range of $29 to $40 based on multiples. The company pays a dividend. The technical analysis looks very bullish, with a recent gain of 6.0% with the broad market down.

Timing:  0
Reason:  The stock underperformed the market significantly and was not poised to change that trend in the near term.

S&P Gain: 56.16 % Annualized Gain: 22.96%
Stock Gain: -16.16 % Annualized Gain: -7.85%

Net Holding Return ($): $-480.53
Net Holding Return (%): -16.8 %