Home > Historical Performance > Historical Transaction Report

Transaction Details

Company: Usana
Ticker:usna
Yahoo Beta:2.21
Industry:Personal and Household Products

Company Description:  Usana, Inc. manufactures and develops products to meet consumers' nutritional, personal care, and weight management needs.

Purchase Date:26 Jan 2006 Sale Date:14 Feb 2007
Purchase Price:$39.60 Sale Price:$60.87
  --Split Adjusted:$39.60  --Split Adjusted:$60.87
Shares Purchased:150 Shares Sold:150
  --Split Adjusted:150  --Split Adjusted:150
Transaction Fee:$137.95 Transaction Fee:$173.19
Price Range (6 Months Prior):    Price Range (6 Months After):    
High$53.08 High$0.00
Date16 Sep 2005 Date01 Jan 1996
Low$37.53 Low$0.00
Date05 Jan 2006 Date01 Jan 1996
S&P (Purchase Date):$1,273.83 S&P (Sale Date):$1,455.30

Purchase
Timing:  We bought near the six month low.
Reason:  Usana specializes in high margin beauty products. The company is expanding abroad. The class found the company's plans for Asia particularly appealing.

Sale
Timing:  
Reason:  The current stock price exceeds our analyst's target price.

S&P Gain: 14.25 % Annualized Gain: 14.77%
Stock Gain: 53.72 % Annualized Gain: 55.98%

Dividends:$0.00
Net Holding Return ($): $2,880.07
Net Holding Return (%): 47.39 %