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Transaction Details

Company: Starbucks
Yahoo Beta:1.41
Industry:Specialty eateries

Company Description:  Starbucks sells coffee and related products worldwide.

Purchase Date:25 Apr 2007 Sale Date:30 Aug 2007
Purchase Price:$31.76 Sale Price:$27.25
  --Split Adjusted:$31.76  --Split Adjusted:$27.25
Shares Purchased:200 Shares Sold:200
  --Split Adjusted:200  --Split Adjusted:200
Transaction Fee:$162.30 Transaction Fee:$147.69
Price Range (6 Months Prior):    Price Range (6 Months After):    
High$39.43 High$0.00
Date16 Nov 2006 Date01 Jan 1996
Low$29.32 Low$0.00
Date14 Mar 2007 Date01 Jan 1996
S&P (Purchase Date):$1,495.42 S&P (Sale Date):$1,457.64

Timing:  The stock is trading close to recent lows.
Reason:  Starbucks contintues to exhibit strong growth. While saturuation seems a potential problem, many states in the US still have very modest coverage, and Starbucks is growing abroad. The recent downturn in the stock price seems to present a good buying opportunity.

Reason:  Starbucks hasn't expanded at the rate we forecast and is not doing as well in China as we forecast. We do not anticipate a significant improvement in performance over the next year.

S&P Gain: -2.53 % Annualized Gain: -7.1%
Stock Gain: -14.2 % Annualized Gain: -35.61%

Net Holding Return ($): $-1,211.99
Net Holding Return (%): -18.61 %