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Transaction Details

Company: SkyWest
Ticker:skyw
Yahoo Beta:1.69
Industry:Airline

Company Description:  SkyWest, Inc., is a regional airline operating in the western United States. SkyWest operates in 91 cities and is a codeshare partner with Delta in Salt Lake and with United in Los Angeles.

Purchase Date:15 Mar 2004 Sale Date:23 Nov 2005
Purchase Price:$17.58 Sale Price:$30.05
  --Split Adjusted:$17.58  --Split Adjusted:$30.05
Shares Purchased:200 Shares Sold:200
  --Split Adjusted:200  --Split Adjusted:200
Transaction Fee:$90.35 Transaction Fee:$122.94
Price Range (6 Months Prior):    Price Range (6 Months After):    
High$20.51 High$0.00
Date26 Jan 2004 Date01 Jan 1996
Low$15.46 Low$0.00
Date10 Dec 2003 Date01 Jan 1996
S&P (Purchase Date):$1,110.89 S&P (Sale Date):$1,265.99

Purchase
Timing:  We bought near the midpoint of the six month range.
Reason:  SkyWest has been consistently a strong performer among airlines. As we shift our focus to small cap companies, SkyWest offers an attractive investment in the transportation sector.

Sale
Timing:  The stock has risen dramatically recently.
Reason:  Skywest's stock has performed strongly over the last few months. Over the same period, several large airlines have filed for bankruptcy, and the industry has performed poorly. Fund managers believe that Skywest's stock has reached its peak.

S&P Gain: 13.96 % Annualized Gain: 8.46%
Stock Gain: 70.93 % Annualized Gain: 39.56%

Dividends:$42.00
Net Holding Return ($): $2,322.71
Net Holding Return (%): 64.41 %