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Transaction Details

Company: New Oriental Education and Technology Group
Ticker:EDU
Yahoo Beta:1.76
Industry:Education and training services

Company Description:  EDU provides private educational services under the New Oriental brand in the People's Republic of China.

Purchase Date:21 Jul 2014 Sale Date:15 Feb 2018
Purchase Price:$22.16 Sale Price:$92.80
  --Split Adjusted:$22.16  --Split Adjusted:$92.80
Shares Purchased:250 Shares Sold:250
  --Split Adjusted:250  --Split Adjusted:250
Transaction Fee:$6.95 Transaction Fee:$5.49
Price Range (6 Months Prior):    Price Range (6 Months After):    
High$27.10 High$0.00
Date03 Jul 2014 Date01 Jan 1996
Low$22.48 Low$0.00
Date07 May 2014 Date01 Jan 1996
S&P (Purchase Date):$1,973.63 S&P (Sale Date):$2,731.20

Purchase
Timing:  We bought below the six month low (based on closing prices, not intra-day prices).
Reason:  The company is poised for growth as there is strong demand for English education in China.

Sale
Timing:  The price has been rising steadily.
Reason:  Demand for extra-curricular exam preparation remains a strong industry in China. However, there have been some new entrants have entered the market potentially reducing future profitability.

S&P Gain: 38.38 % Annualized Gain: 9.76%
Stock Gain: 318.77 % Annualized Gain: 50.78%

Dividends:$212.50
Net Holding Return ($): $17,860.06
Net Holding Return (%): 321.98 %