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Transaction Details

Company: Ford Motor
Ticker:F
Yahoo Beta:2.40
Industry:Auto Manufacturers - Major

Company Description:  Ford Motor Co. is one of the world’s largest producers of cars and trucks.

Purchase Date:06 May 2011 Sale Date:23 Apr 2014
Purchase Price:$15.18 Sale Price:$16.26
  --Split Adjusted:$15.18  --Split Adjusted:$16.26
Shares Purchased:200 Shares Sold:200
  --Split Adjusted:200  --Split Adjusted:200
Transaction Fee:$9.99 Transaction Fee:$10.07
Price Range (6 Months Prior):    Price Range (6 Months After):    
High$18.79 High$0.00
Date27 Jan 2011 Date01 Jan 1996
Low$14.01 Low$0.00
Date07 Mar 2011 Date01 Jan 1996
S&P (Purchase Date):$1,343.05 S&P (Sale Date):$1,875.39

Purchase
Timing:  We bought below the six month mean.
Reason:  Ford has a 16.4% market share of cars and trucks in U.S., second to GM. Ford underwent a major restructuring prior to the recession in 2008-2009, allowing it to avoid bankruptcy and gain market share. The company currently has an attractive PEG ratio of 0.48. SR criteria: #63 on CRO’s 100 Best Corporate Citizens (1st in Human rights, #82 Green Rankings (Newsweek), 2011 World Most Ethical Companies, Ethisphere, #158 Just Means Global 1000, and Most Top Saftey Picks (IIHS) of any vehicle manufacturer.

Sale
Timing:  0
Reason:  The stock reached our target price.

S&P Gain: 39.64 % Annualized Gain: 12.29%
Stock Gain: 7.11 % Annualized Gain: 2.41%

Dividends:$145.00
Net Holding Return ($): $340.94
Net Holding Return (%): 11.19 %