you bought 100 shares of starbucks corp sbux 7

Question

You bought 100 shares of Starbucks Corp. (SBUX) 7 years ago (1Aug '95) for $5.00 per share and sold the 100 shares today for $20.31 each. What are your returns? At the same time your sister bought 100 shares of Coca-Cola (KO). How did your returns compare (excluding brokerage fees)? Assume today is July 1, 2002 and Coke paid cumulative dividends of $4.94.

Data:   Monthly Closing Prices From March 1995 to July 2002 for Coca-Cola and Starbucks.
	Date	KO	SBUX
	1-Jul-02	49.43	20.31		Step 1: Capital Appreciation
	3-Jun-02	56.00	24.85
	1-May-02	55.35	24.28		A.	Price you received today
	1-Apr-02	55.30	22.82			Price you paid
	1-Mar-02	52.07	23.13				Difference
	1-Feb-02	47.02	23.01				* 100 shares
	2-Jan-02	43.41	23.77
	3-Dec-01	46.78	19.05			In 1995 you spent $500 for 100 shares of SBUX.
	1-Nov-01	46.59	17.72			Today, when you sold them, your capital appreciation
	1-Oct-01	47.33	17.12			is valued at ==>
	4-Sep-01	46.31	14.94
	1-Aug-01	48.11	16.87		B.	At the same time your sister bought 100 shares of
	2-Jul-01	44.08	18.04			Coca Cola.  What was her stock's capital appreciation?
	1-Jun-01	44.48	23.00
	1-May-01	46.67	19.52			Price she received today
	2-Apr-01	45.48	19.35			Price she paid
	1-Mar-01	44.46	21.22				Difference
	1-Feb-01	52.02	23.81				* 100 shares
	2-Jan-01	56.90	24.97			Today, when she sold them, her capital appreciation
	1-Dec-00	59.78	22.12			is valued at ==>
	1-Nov-00	61.44	22.78
	2-Oct-00	59.06	22.34
	1-Sep-00	53.93	20.03
	1-Aug-00	51.33	18.31		Step 2: Dividends			Dividends are given.
	3-Jul-00	59.79	18.75
	1-Jun-00	56.01	19.09		A.	Dividends per share of SBUX			0
	1-May-00	51.88	17.00				* 100 shares
	3-Apr-00	45.93	15.12			Div earnings from SBUX			$          -
	1-Mar-00	45.62	22.41
	1-Feb-00	47.09	17.56
	3-Jan-00	55.62	16.00
	1-Dec-99	56.41	12.12		B.	Dividends per share of KO			4.94
	1-Nov-99	65.18	13.28				* 100 shares
	1-Oct-99	57.00	13.59			Div earnings from KO
	1-Sep-99	46.61	12.39
	2-Aug-99	57.61	11.44
	1-Jul-99	58.34	11.62		Step 3: Total Return Percentage for Holding Period
	1-Jun-99	59.72	18.78
	3-May-99	65.82	18.44		A.	SBUX cost (price X 100)
	1-Apr-99	65.40	18.47			SBUX capital appreciation			$          -
	1-Mar-99	58.98	14.03			SBUX dividends			$          -
	1-Feb-99	61.22	13.22			SBUX cap. app. + div.			$          -
	4-Jan-99	62.60	13.02			Total return = (CA + D) / cost
	1-Dec-98	64.22	14.03
	2-Nov-98	67.15	11.53
	1-Oct-98	64.62	10.84		B.	KO cost (price X 100)
	1-Sep-98	55.12	9.05			KO capital appreciation			$          -
	3-Aug-98	62.14	7.89			KO dividends ($4.94 per share)			$          -
	1-Jul-98	76.81	10.47			KO cap. app. + div.			$          -
	1-Jun-98	81.58	13.36			Total return = (CA + D) / cost
	1-May-98	74.64	12.00
	1-Apr-98	72.26	12.03		For the 6 years and 11 months you and your sister held your
	2-Mar-98	73.75	11.33		stocks, your stock return was				and your
	2-Feb-98	65.22	9.89		sister's was   =>
	2-Jan-98	61.54	9.14
	1-Dec-97	63.38	9.59
	3-Nov-97	59.40	8.72
	1-Oct-97	53.70	8.25		Step 4: One Year Total Return Percentage
	2-Sep-97	57.85	10.45
	1-Aug-97	54.22	10.25		A.	SBUX price on Jul 02*100
	1-Jul-97	65.39	10.23			SBUX price on Jul 01*100
	2-Jun-97	64.33	9.73			SBUX dividends
	1-May-97	64.67	7.88				capital appreciation
	1-Apr-97	60.07	7.47			SBUX cap. app. + div.
	3-Mar-97	52.63	7.41			TR = (CA + D) / price Jul01
	3-Feb-97	57.46	8.41
	2-Jan-97	54.52	8.56
	2-Dec-96	49.57	7.16		B.	KO price on Jul 02*100
	1-Nov-96	48.16	8.66			KO price on Jul 01*100
	1-Oct-96	47.45	8.12			KO dividends (.76 per sh)
	3-Sep-96	47.81	8.25				capital appreciation
	1-Aug-96	46.87	8.19			KO cap. app. + div.
	1-Jul-96	43.94	6.50			TR = (CA + D) / price Jul01
	3-Jun-96	45.93	7.06
	1-May-96	43.01	6.78
	1-Apr-96	38.10	6.78		Question 1.	Which stock did better over the holding period?
	1-Mar-96	38.68	5.83
	1-Feb-96	37.63	4.41
	2-Jan-96	35.13	4.19		Question 2.	Which stock did better over the last year?
	1-Dec-95	34.60	5.25
	1-Nov-95	35.30	5.28
	2-Oct-95	33.40	4.91		Question 3.	Are you surprised?
	1-Sep-95	32.06	4.73
	1-Aug-95	29.75	5
		KO	SBUX