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Transaction Details

Company: Research In Motion
Yahoo Beta:1.54
Industry:Diversified Communication Services

Company Description:  Research In Motion Ltd. designs, manufactures, and markets wireless communication devices internationally. The company's most well-known product is the BlackBerry, which is a widely used hand-held device for managing e-mail, an address book, calendar, and other functions.

Purchase Date:14 Nov 2007 Sale Date:29 Oct 2009
Purchase Price:$115.53 Sale Price:$61.24
  --Split Adjusted:$115.53  --Split Adjusted:$61.24
Shares Purchased:25 Shares Sold:25
  --Split Adjusted:25  --Split Adjusted:25
Transaction Fee:$71.20 Transaction Fee:$56.89
Price Range (6 Months Prior):    Price Range (6 Months After):    
High$133.03 High$0.00
Date07 Nov 2007 Date01 Jan 1996
Low$49.40 Low$0.00
Date15 May 2007 Date01 Jan 1996
S&P (Purchase Date):$1,470.58 S&P (Sale Date):$1,062.92

Timing:  We bought near the six month high
Reason:  We have very little exposure to tech stocks in the portfolio. The number of BlackBerry subscribers almost doubled last year, and the company is growing rapidly.

Reason:  Research in Motion has been slow to respond to the popularity of the iPhone. The Storm is not doing as well as hoped. Additional competitors are entering the market. We believe that Blackberry's market share will continue to erode.

S&P Gain: -27.72 % Annualized Gain: -15.93%
Stock Gain: -46.99 % Annualized Gain: -28.76%

Net Holding Return ($): $-1,485.34
Net Holding Return (%): -50.19 %