Lowney
Inc.
Share Holder's Report 9/27/10 - 12/6/10 S t o c k Ticker Investment
MCD DPZ PZZA YUM KKD
Price Price Shares 9/27/10 10/11/10
$300,000 $74.76 4,013 $50,000 $13.19 3,791 $25,000 $26.13 957 $225,000 $46.37 4,852 $400,000 $4.41 90,703
Ticker
Value 9/27/10
NYSE S&P 500 NASDAQ
7263 1142 2369
Value Value 10/11/10 10/25/10
216 23 33
283 43 121
D a t a
Value 10/11/10
Price Value 10/25/10 10/25/10
Price 11/8/10
$75.59 $14.51 $27.14 $47.58 $5.06
$303,331 $55,004 $25,966 $230,871 $458,957
$78.70 $315,811 $15.30 $57,998 $26.30 $25,163 $49.88 $242,031 $5.76 $522,449
$79.31 $15.47 $25.56 $51.69 $5.96
Value 11/8/10
Value 11/22/10
Total Percentage Value Increase Gain/Loss 12/6/10
519 18 211
347 55 169
477 81 225
1842 220 759
25.36% 19.26% 32.04%
Tickers: McDonalds(MCD), Domino's Pizza(DPZ), Papa John's(PZZA), Yum!Brands(YUM), Krispy Kreme Doughnuts(KKD).
Fund Commentary: All company's stocks trade on the NYSE. Due to fast food industry successful production and sales, the market had opened on Monday September 27th at 7263 and had a 1842 increase until Monday December 6th. NYSE experienced a 10 week 25.36% gain, while other markets like S&P 500 and NASDAQ had 19.26% and 32.04% gain. Also S&P 500 and NASDAQ funds experienced some .4% and 1% losses on October 4th. NYSE fund experienced a .1% growth that day. Industry Commentary: Due to economic recession, all of the chosen companies experienced a growth in value and sales. Companies like Domino's Pizza and Papa John's had some loss in revenue on October 4th, but overall had a 12.59% and 0.04% growth for the 6 week period. McDonalds had a 6.45% stock gain. Yum!Brands had a steady and stable growth which resulted in 65.53% revenue. Krispy Kreme Dougnuts brought the most revenue to the company. In the past 6 weeks, the stock price went from $4.41 to $5.76 per share. Economic Commentary: Fast food industry experiences a rapid growth. New York times provides an article where a fast food company called Jimmy John's sandwhich shops rejected a union effort to increase the minimum wage. Even though our corporation does not own any of those stocks, the article can be a perfect example of fast food overall performance. However personally I want to point out the switch that we did. Burger King was changed to Krispy Kreme Doughnuts. On September 7th, Burger King was acquired by a private investment firm 3G Capital for $24 per share, or $4.0 billion, including the debt of the company. Total Krispy Kreme Dougnuts revenue climbed 6.3% year - over year to $87.9 million states zacks.com. International franchise revenues upped 5.3% to $4.0 million and KK Supply Chain revenues (including sales to Company stores) were up
Value 11/8/10
Price 11/22/10
$318,258 $79.52 $58,643 $14.73 $24,455 $25.87 $250,814 $50.64 $540,590 $5.51
Value 11/22/10
Price 12/6/10
$319,101 $55,838 $24,751 $245,719 $499,773
$ $ $ $ $
Value 12/6/10
Gain/Loss
79.58 $319,342 $19,342 14.85 $56,293 $6,293 26.14 $25,010 $10 50.57 $245,380 $20,380 7.30 $662,132 $262,132
Percentage Gain/Loss
6.45% 12.59% 0.04% 9.06% 65.53%
Fund Performance
$170 $155
MCD
$140
DPZ
$125
PZZA YUM
$110
KKD
$95 9/27
10/11
10/25
11/8
11/22
12/6
Fund VS Major Indices $118 Fund
$113
NASDAQ Comp
$108
S&P 500
$103 $98 9/27
10/11
10/25
11/8
11/22
12/6