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Transaction Details

Company: Luxottica Group
Ticker:lux
Yahoo Beta:1.05
Industry:Medical instruments & supplies

Company Description:  Luxottica Group, SpA. supplies prescription glasses, sunglasses, and frames worldwide, rargeting the mid-price and premium markets. The company has licensing agreements with many well known clothing and fashion names. In the US, the company has a variety of retail outlets including LensCrafters, Pearle Vision and Sunglass Hut. The company is based in Milan and distributes products in 130 countries.

Purchase Date:14 Feb 2007 Sale Date:21 Apr 2010
Purchase Price:$31.65 Sale Price:$29.04
  --Split Adjusted:$31.65  --Split Adjusted:$29.04
Shares Purchased:150 Shares Sold:150
  --Split Adjusted:150  --Split Adjusted:150
Transaction Fee:$12.99 Transaction Fee:$9.99
Price Range (6 Months Prior):    Price Range (6 Months After):    
High$26.88 High$0.00
Date14 Aug 2006 Date01 Jan 1996
Low$31.29 Low$0.00
Date13 Aug 2007 Date01 Jan 1996
S&P (Purchase Date):$1,455.30 S&P (Sale Date):$1,207.82

Purchase
Timing:  We bought at the six month high.
Reason:  The company has a strong market position and strong growth. The company has international exposure.

Sale
Timing:  
Reason:  We have not seen the gains we hoped to in the stock, and do not see anything going forward that suggests this stock will outperform. The company has not experienced significant gains from the purchase of Oakley.

S&P Gain: -17.01 % Annualized Gain: -5.84%
Stock Gain: -8.25 % Annualized Gain: -2.74%

Dividends:$181.88
Net Holding Return ($): $-232.60
Net Holding Return (%): -4.89 %