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Transaction Details

Company: Overstock.com
Yahoo Beta:1.80
Industry:Retail (catalog & mail order)

Company Description:  Overstock sells closeout merchandise over the internet. It sells products both to consumers and to businesses.

Purchase Date:20 Nov 2002 Sale Date:21 Oct 2003
Purchase Price:$10.20 Sale Price:$13.75
  --Split Adjusted:$10.20  --Split Adjusted:$13.75
Shares Purchased:300 Shares Sold:300
  --Split Adjusted:300  --Split Adjusted:300
Transaction Fee:$92.75 Transaction Fee:$105.07
Price Range (6 Months Prior):    Price Range (6 Months After):    
High$14.55 High$0.00
Date01 Jul 2002 Date01 Jan 1996
Low$4.41 Low$0.00
Date14 Oct 2002 Date01 Jan 1996
S&P (Purchase Date):$914.15 S&P (Sale Date):$1,046.03

Timing:  Stock had recently increased in price, but was near the midpoint of the prior 6 months.
Reason:  Company has innovative strategy.

Reason:  Overstock has been declining recently. Although the business model is attractive, they are likely to post losses for third quarter. We sold in expectation of a negative reaction to third quarter earnings, with an inclination to buy back in after the announcement.

S&P Gain: 14.43 % Annualized Gain: 17.57%
Stock Gain: 34.83 % Annualized Gain: 43.16%

Net Holding Return ($): $868.08
Net Holding Return (%): 27.53 %