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Current Stats
Average Capital Gain
36.2%
Average Holding Period
2.4 Yrs
03/31/2001 to 09/30/2008
36.2%
Average Holding Period
2.4 Yrs
03/31/2001 to 09/30/2008
Seven Years in Review
We published the seventh anniversary edition of the Rothery Report in early 2008 and we are pleased to say that we're still going strong. Over the past seven years we earned our keep by uncovering some very profitable situations.
Our best performer was Books-A-Million which provided capital gains of 606%. Add in dividends and its total return came to 626% by the time we sold the firm in the summer of 2006. In second spot, Service Corp generated a capital gain of 462% when it was removed from the portfolio at the end of December. Service provided a total return of 474% including non-reinvested dividends. Third place goes to Algoma Central which was sold in late 2006 for an average capital gain of 263% and an average total return of 279%. Following behind, Lone Star picked up a capital gain of 221% and Apple Computer netted us returns of 213%.
| Top Rothery Report Capital Gainers | |||
| Company | Capital Gain | Years Held | Annualized Gain |
| Books-A-Million | 606% | 3.5 | 76% |
| Service | 462% | 5.4 | 37% |
| Algoma Central | 263% | 4.3 | 35% |
| Lone Star Tech | 221% | 3.3 | 43% |
| Apple Computer | 213% | 2.2 | 67% |
| Indigo | 197% | 5.5 | 22% |
| Toys 'R' Us | 158% | 1.7 | 76% |
| John B Sanfilippo | 149% | 0.8 | 210% |
| Circuit City | 148% | 2.7 | 41% |
| MDC | 123% | 2.1 | 45% |
| ATCO | 114% | 4.1 | 20% |
| Altria | 107% | 6.8 | 11% |
Just below the 200% gain level, Indigo Books & Music returned 197% and remains a current holding. The next four stocks were sold some time ago but enjoyed healthy profits. Toys 'R' Us climbed 158%, John B. Sanfilippo & Sons gained 149%, Circuit City returned 148%, and M.D.C. moved 123% higher. We are still sitting on half of our ATCO stake and the company has provided average capital gains of 114% thus far. Altria rounds out our 100% plus list with a 107% gain which includes the Kraft spinoff but not its hefty dividend yield that exceeded 8% at times.
Greatest hits are one thing, but how do we stack up overall? The average Rothery Report stock has provided capital gains of 40.9% since first being suggested and we've held our stocks for 2.38 years on average. Based on these two numbers, our annualized average capital gain comes in at a robust 15.5%. But this figure does not include dividends which would boost our total returns by a few percentage points. Indeed, the average dividend yield on our current portfolio is 2.5%.
We also like to keep an eye on our batting average. While we don't expect to hit a home run every time, we would be disappointed if too many of our picks fouled off. To date, a little less than 60% of our picks have shown positive capital gains and our batting average comes in at 0.586 or 58.6%. That's a fair result but we'll endeavor to do even better next year.
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