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Transaction Details

Company: EMC
Ticker:emc
Yahoo Beta:1.39
Industry:Computer Storage Devices

Company Description:  EMC Corporation and its subsidiaries design, manufacture, market and support a wide range of hardware and software products, and provide services for the storage, management, protection and sharing of electronic information.

Purchase Date:09 Dec 2009 Sale Date:09 Dec 2015
Purchase Price:$16.75 Sale Price:$26.03
  --Split Adjusted:$16.75  --Split Adjusted:$26.03
Shares Purchased:175 Shares Sold:175
  --Split Adjusted:175  --Split Adjusted:175
Transaction Fee:$12.95 Transaction Fee:$7.03
Price Range (6 Months Prior):    Price Range (6 Months After):    
High$18.44 High$0.00
Date15 Oct 2009 Date01 Jan 1996
Low$12.49 Low$0.00
Date07 Jul 2009 Date01 Jan 1996
S&P (Purchase Date):$1,088.69 S&P (Sale Date):$2,047.62

Purchase
Timing:  Bought near middle of sic month trading range.
Reason:  EMC has a very strong market position in storage devices. With the recent acquisition of VMWare, which specializes in cloud computing, EMC's market position has been strengthened. We believe the market has not fully capitalized the new market opportunities and increased corporate spending as we emerge from recession.

Sale
Timing:  0
Reason:  The company's value was known and stagnant due to the Dell merger agreement, so we chose to sell now rather than to wait and receive the cash and tracking shares that would have been ours after the deal was completed.

S&P Gain: 88.08 % Annualized Gain: 11.1%
Stock Gain: 55.4 % Annualized Gain: 7.62%

Dividends:$90.13
Net Holding Return ($): $1,694.15
Net Holding Return (%): 57.54 %