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Transaction Details

Company: Ralph Lauren
Ticker:RL
Yahoo Beta:1.24
Industry:Textile - Apparel Clothing

Company Description:  Ralph Lauren Corp. is an international "life style" brand, that features a broad range of men's, women's, and children's clothing, and also includes housewares.

Purchase Date:14 Nov 2012 Sale Date:27 Jan 2016
Purchase Price:$150.25 Sale Price:$108.04
  --Split Adjusted:$150.25  --Split Adjusted:$108.04
Shares Purchased:33 Shares Sold:33
  --Split Adjusted:33  --Split Adjusted:33
Transaction Fee:$6.95 Transaction Fee:$7.02
Price Range (6 Months Prior):    Price Range (6 Months After):    
High$164.20 High$0.00
Date18 Oct 2012 Date01 Jan 1996
Low$136.60 Low$0.00
Date28 Jun 2012 Date01 Jan 1996
S&P (Purchase Date):$1,368.66 S&P (Sale Date):$1,882.95

Purchase
Timing:  We bought in the middle of the six month range.
Reason:  Ralph Lauren has performed well consistently. The company has had substantial success segmenting the market, with brands targeting a wide range of customers. Our analyst believes the market is underestimating the likely five year growth in revenues.

Sale
Timing:  0
Reason:  We worried that the new management team would not be able to maintain the creative direction of the company due to Ralph Lauren's reduced role.

S&P Gain: 37.58 % Annualized Gain: 10.77%
Stock Gain: -28.09 % Annualized Gain: -10.04%

Dividends:$97.35
Net Holding Return ($): $-1,309.52
Net Holding Return (%): -26.37 %