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Transaction Details

Company: SAP
Ticker:SAP
Yahoo Beta:1.25
Industry:Application Software

Company Description:  SAP AG develops and sells enterprise software worldwide.

Purchase Date:05 Nov 2008 Sale Date:31 Jul 2009
Purchase Price:$37.51 Sale Price:$47.01
  --Split Adjusted:$37.51  --Split Adjusted:$47.01
Shares Purchased:50 Shares Sold:50
  --Split Adjusted:50  --Split Adjusted:50
Transaction Fee:$56.85 Transaction Fee:$61.04
Price Range (6 Months Prior):    Price Range (6 Months After):    
High$58.98 High$0.00
Date29 Jul 2008 Date01 Jan 1996
Low$30.22 Low$0.00
Date27 Oct 2008 Date01 Jan 1996
S&P (Purchase Date):$977.14 S&P (Sale Date):$987.45

Purchase
Timing:  The market dropped precipitously in September and October.
Reason:  SAP has a dominant world position in enterprise software. A large part of its revenue comes from recurring service fees. The company is working with Microsoft to build integrated products.

Sale
Timing:  
Reason:  We sold after SAP exceeded our price target of $46.56.

S&P Gain: 1.06 % Annualized Gain: 1.64%
Stock Gain: 25.33 % Annualized Gain: 41.58%

Dividends:$25.05
Net Holding Return ($): $382.16
Net Holding Return (%): 19.78 %