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Transaction Details

Company: Harley-Davidson
Ticker:hdi
Yahoo Beta:1.33
Industry:Recreational Products

Company Description:  Harley-Davidson, Inc. manufactures and sells motorcylces. The company has an extremely high level of brand awareness.

Purchase Date:29 Jan 2003 Sale Date:27 Aug 2003
Purchase Price:$40.76 Sale Price:$49.82
  --Split Adjusted:$40.76  --Split Adjusted:$49.82
Shares Purchased:100 Shares Sold:100
  --Split Adjusted:100  --Split Adjusted:100
Transaction Fee:$81.55 Transaction Fee:$86.69
Price Range (6 Months Prior):    Price Range (6 Months After):    
High$53.53 High$0.00
Date05 Nov 2002 Date01 Jan 1996
Low$40.23 Low$0.00
Date27 Jan 2003 Date01 Jan 1996
S&P (Purchase Date):$864.36 S&P (Sale Date):$996.79

Purchase
Timing:  Stock has declined significantly in the last month.
Reason:  Company has strong brand equity and history of profitability.

Sale
Timing:  
Reason:  Sold to generate funds for rebalancing; not an exciting stock.

S&P Gain: 15.32 % Annualized Gain: 28.11%
Stock Gain: 22.23 % Annualized Gain: 41.75%

Dividends:$7.50
Net Holding Return ($): $745.26
Net Holding Return (%): 17.93 %