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Transaction Details

Company: Hess
Yahoo Beta:1.47
Industry:Oil & gas marketing & refining

Company Description:  Hess Corporation is an oil and gas company. Its two primary segments are exploration and refining. The company engages in exploration in Algeria, Australia, Azerbaijan, Brazil, Denmark, Egypt, Equatorial Guinea, Gabon, Ghana, Indonesia, Libya, Malaysia, Norway, Russia, Thailand, the United Kingdom, and the United States. It has a refining facility in the eastern US and a 50% ownership of a refining facility in the USVI.

Purchase Date:23 Jan 2009 Sale Date:22 Jul 2013
Purchase Price:$52.28 Sale Price:$72.94
  --Split Adjusted:$52.28  --Split Adjusted:$72.94
Shares Purchased:75 Shares Sold:75
  --Split Adjusted:75  --Split Adjusted:75
Transaction Fee:$12.95 Transaction Fee:$7.05
Price Range (6 Months Prior):    Price Range (6 Months After):    
High$109.09 High$0.00
Date21 Aug 2008 Date01 Jan 1996
Low$38.45 Low$0.00
Date20 Nov 2008 Date01 Jan 1996
S&P (Purchase Date):$831.95 S&P (Sale Date):$1,695.53

Timing:  The stock is trading off its six month low reached in November, but is still close to half of the high in August.
Reason:  Oil prices are extremely low. Over the long term, we expect energy prices to rise.

Timing:  0
Reason:  We chose to rebalance our portfolio.

S&P Gain: 103.8 % Annualized Gain: 17.53%
Stock Gain: 39.52 % Annualized Gain: 7.85%

Net Holding Return ($): $1,634.50
Net Holding Return (%): 41.55 %