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Transaction Details

Company: Murphy USA
Yahoo Beta:1.05
Industry:Specialty retail

Company Description:  Murphy USA Inc. operates a chain of retail stores in the United States. The company's retail stores offer motor fuel products and convenience merchandise.

Purchase Date:28 Jan 2015 Sale Date:21 Sep 2016
Purchase Price:$70.67 Sale Price:$71.00
  --Split Adjusted:$70.67  --Split Adjusted:$71.00
Shares Purchased:75 Shares Sold:75
  --Split Adjusted:75  --Split Adjusted:75
Transaction Fee:$9.99 Transaction Fee:$10.11
Price Range (6 Months Prior):    Price Range (6 Months After):    
High$71.59 High$0.00
Date08 Jan 2015 Date01 Jan 1996
Low$48.15 Low$0.00
Date28 Jul 2014 Date01 Jan 1996
S&P (Purchase Date):$2,002.16 S&P (Sale Date):$2,164.60

Timing:  We bought near the six month high.
Reason:  Low oil prices traditionally improve the company's margins, so this is a good time to buy.

Timing:  0
Reason:  MUSA competes in the gas station market, which is highly competitive. Although margins have been improving the last few years, we anticipate that margins will decline again with rising gasoline prices. The contract with Walmart expires in 2017 and may not be renewed or may be renewed with less favorable terms.

S&P Gain: 8.11 % Annualized Gain: 5.12%
Stock Gain: 0.47 % Annualized Gain: 0.3%

Net Holding Return ($): $4.65
Net Holding Return (%): 0.09 %