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Transaction Details

Company: Jack in the Box
Ticker:jbx
Yahoo Beta:0.17
Industry:Restaurants

Company Description:  Jack in the Box, Inc. owns and franchises Jack in the Box and Qdoba Mexican Grill restaurants. In contrast to many other firms in the industry, JBX directly owns a large fraction of their restaurants, rather than primarily franchising. The largest concentration of restaurants is in the western US.

Purchase Date:14 Apr 2004 Sale Date:15 Sep 2004
Purchase Price:$27.03 Sale Price:$28.99
  --Split Adjusted:$27.03  --Split Adjusted:$28.99
Shares Purchased:200 Shares Sold:200
  --Split Adjusted:200  --Split Adjusted:200
Transaction Fee:$129.70 Transaction Fee:$136.46
Price Range (6 Months Prior):    Price Range (6 Months After):    
High$0.00 High$0.00
Date01 Jan 1996 Date01 Jan 1996
Low$0.00 Low$0.00
Date01 Jan 1996 Date01 Jan 1996
S&P (Purchase Date):$1,128.17 S&P (Sale Date):$1,120.37

Purchase
Timing:  
Reason:  Interesting business model with solid earning growth and same-store sales growth

Sale
Timing:  
Reason:  

S&P Gain: -0.69 % Annualized Gain: -1.63%
Stock Gain: 7.25 % Annualized Gain: 18.04%

Dividends:$0.00
Net Holding Return ($): $125.84
Net Holding Return (%): 2.27 %