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Transaction Details

Company: LyondellBasell Industries
Ticker:LYB
Yahoo Beta:0.00
Industry:Specialty Chemicals

Company Description:  LyondellBasell Industries manufactures and distributes chemicals and polymers. Most of its products are made from petroleum or natural gas.

Purchase Date:21 Mar 2011 Sale Date:30 Sep 2020
Purchase Price:$39.33 Sale Price:$72.10
  --Split Adjusted:$39.33  --Split Adjusted:$72.10
Shares Purchased:30 Shares Sold:30
  --Split Adjusted:30  --Split Adjusted:30
Transaction Fee:$8.95 Transaction Fee:$0.05
Price Range (6 Months Prior):    Price Range (6 Months After):    
High$40.90 High$0.00
Date09 Mar 2011 Date01 Jan 1996
Low$21.85 Low$0.00
Date23 Sep 2010 Date01 Jan 1996
S&P (Purchase Date):$1,298.92 S&P (Sale Date):$3,370.57

Purchase
Timing:  We bought near the six month high.
Reason:  We believe that LYB has a product, propylene, that is used in many goods for a wide variety of products. The company has global exposure and should benefit greatly from global increasing demand. The company emerged from bankruptcy recently and we believe the market is undervaluing the company.

Sale
Timing:  x
Reason:  The demand for oil-based products has been declining. We believe there are other investments with better prospects.

S&P Gain: 159.49 % Annualized Gain: 10.62%
Stock Gain: 83.32 % Annualized Gain: 6.63%

Dividends:$866.62
Net Holding Return ($): $1,840.72
Net Holding Return (%): 154.83 %