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Transaction Details

Company: Starbucks
Ticker:sbux
Yahoo Beta:1.41
Industry:Specialty eateries

Company Description:  Starbucks sells coffee and related products worldwide.

Purchase Date:19 Nov 2015 Sale Date:22 Feb 2017
Purchase Price:$61.55 Sale Price:$57.50
  --Split Adjusted:$61.55  --Split Adjusted:$57.50
Shares Purchased:25 Shares Sold:25
  --Split Adjusted:25  --Split Adjusted:25
Transaction Fee:$9.99 Transaction Fee:$10.03
Price Range (6 Months Prior):    Price Range (6 Months After):    
High$63.51 High$0.00
Date28 Oct 2015 Date01 Jan 1996
Low$50.34 Low$0.00
Date24 Aug 2015 Date01 Jan 1996
S&P (Purchase Date):$2,081.24 S&P (Sale Date):$2,360.50

Purchase
Timing:  We bought near the six month high.
Reason:  The company has shown strong growth in same store sales over the last few quarters and should continue to grow as management works to bring people in during the afternoon and evening hours with new offerings.

Sale
Timing:  0
Reason:  Starbucks has had slowing growth. We sold to free up cash for other investments.

S&P Gain: 13.42 % Annualized Gain: 11.31%
Stock Gain: -6.58 % Annualized Gain: -5.63%

Dividends:$27.50
Net Holding Return ($): $-93.77
Net Holding Return (%): -6.05 %