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Yum! Brands (YUM-N)

ON STOCKCHASE SINCE Dec 2007

food services

Yum! Brands
YUM-N

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TOP PICK	Yum! Brands(YUM-N) August 8, 2018 Quick serve restaurant. Brands are KFC, Taco Bell, and Pizza Hut. They are international and this is where sales growth is. The company is well positioned to grow globally. China is about 25% of their revenues. (Analysts’ price target is $88.78) food services 0 0 0 0 0 0 comments	Quick serve restaurant. Brands are KFC, Taco Bell, and Pizza Hut. They are international and this is where sales growth is. The company is well positioned to grow globally. China is about 25% of their revenues. (Analysts’ price target is $88.78) food services 0 0 0 0 0 0 comments Christine Poole CEO & Mana, GlobeInvest Capital ... Price $81.920 Owned Yes

DON'T BUY	Yum! Brands(YUM-N) April 27, 2018 It is a great company, but for him it is too expensive at 5.7 times sales. He prefers Chipotle (CHP-N) at 2.5 times sales. food services 0 0 0 0 0 0 comments	It is a great company, but for him it is too expensive at 5.7 times sales. He prefers Chipotle (CHP-N) at 2.5 times sales. food services 0 0 0 0 0 0 comments David Dietze Founder, P, Point View Wealth Ma... Price $87.050 Owned No
BUY	Yum! Brands(YUM-N) April 16, 2018 Bad headline news about Tim Horton's franchisees doesn't help QSR-T. She'd buy Yum! Brands (KFC, Pizza Hut) instead because of its presence in China and now India. food services 0 0 0 0 0 0 comments	Bad headline news about Tim Horton's franchisees doesn't help QSR-T. She'd buy Yum! Brands (KFC, Pizza Hut) instead because of its presence in China and now India. food services 0 0 0 0 0 0 comments Christine Poole CEO & Mana, GlobeInvest Capital ... Price $86.260 Owned Yes
DON'T BUY	Yum! Brands(YUM-N) September 5, 2017 A wonderful restaurant company with a number of great brands, but too pricey for him. All these fast food companies are very dependent on margins. Commodity prices have been low, but could easily spike up with any kind of inflationary scare. There is very strong employment data, but with any kind of set back, that will discourage people from going out to eat. food services 0 0 0 0 0 0 comments	A wonderful restaurant company with a number of great brands, but too pricey for him. All these fast food companies are very dependent on margins. Commodity prices have been low, but could easily spike up with any kind of inflationary scare. There is very strong employment data, but with any kind of set back, that will discourage people from going out to eat. food services 0 0 0 0 0 0 comments David Dietze Founder, P, Point View Wealth Ma... Price $76.320 Owned No
COMMENT	Yum! Brands(YUM-N) January 30, 2017 They are so well diversified. Mexico is such a small portion of their overall revenues that a boycott by Mexicans would not be that effective. It would be more of a headline risk and would be a buying opportunity. food services 0 0 0 0 0 0 comments	They are so well diversified. Mexico is such a small portion of their overall revenues that a boycott by Mexicans would not be that effective. It would be more of a headline risk and would be a buying opportunity. food services 0 0 0 0 0 0 comments Erin Gibbs V.P., S&P Global Market In... Price $65.680 Owned Unknown
COMMENT	Yum! Brands(YUM-N) November 15, 2016 Spun off their China division, so now her clients own both names. Going forward, she thinks China is a very attractive long-term secular growth story for the emerging consumer there. The North American portion is going to increase their franchising of all their different brands. That is going to alleviate a lot of capital requirements. She anticipates that if they increase their franchising component, they will effectively generate a lot more cash flow. She is happy to hold both divisions. food services 0 0 0 0 0 0 comments	Spun off their China division, so now her clients own both names. Going forward, she thinks China is a very attractive long-term secular growth story for the emerging consumer there. The North American portion is going to increase their franchising of all their different brands. That is going to alleviate a lot of capital requirements. She anticipates that if they increase their franchising component, they will effectively generate a lot more cash flow. She is happy to hold both divisions. food services 0 0 0 0 0 0 comments Christine Poole CEO & Mana, GlobeInvest Capital ... Price $60.700 Owned Yes
DON'T BUY	Yum! Brands(YUM-N) October 18, 2016 Yum! brands is a company with three major franchises It has become a China story. They have had trouble with food quality issues in China and have decided to spin it off and treat it as a royalty situation. It is expensive and cloudy. He would pass. food services 0 0 0 0 0 0 comments	Yum! brands is a company with three major franchises It has become a China story. They have had trouble with food quality issues in China and have decided to spin it off and treat it as a royalty situation. It is expensive and cloudy. He would pass. food services 0 0 0 0 0 0 comments Gordon Reid President, GoodReid Investment ... Price $86.160 Owned Unknown
BUY	Yum! Brands(YUM-N) June 13, 2016 (Market Call Minute.) food services 0 0 0 0 0 0 comments	(Market Call Minute.) food services 0 0 0 0 0 0 comments John Stephenson President , Stephenson & Company... Price $82.570 Owned Unknown
SELL	Yum! Brands(YUM-N) June 1, 2016 People globally likes this company. It is real big in China, and in his opinion everything relies on the growth in China. Stock has bounced in the last few months with the overall market, but he would be selling into the rally. Prefers others. food services 0 0 0 0 0 0 comments	People globally likes this company. It is real big in China, and in his opinion everything relies on the growth in China. Stock has bounced in the last few months with the overall market, but he would be selling into the rally. Prefers others. food services 0 0 0 0 0 0 comments Matthew McCall President, Penn Financial Group... Price $82.430 Owned No
COMMENT	Yum! Brands(YUM-N) May 18, 2016 She had initially bought this because of its exposure to China, which is a very strong secular growth area for fast food and quick serve restaurants. They’ve had some issues with supplier problems and the competitive nature in China. Feels this has largely been resolved. They will be spinning off Yum China. Executing quite well in the US. food services 0 0 0 0 0 0 comments	She had initially bought this because of its exposure to China, which is a very strong secular growth area for fast food and quick serve restaurants. They’ve had some issues with supplier problems and the competitive nature in China. Feels this has largely been resolved. They will be spinning off Yum China. Executing quite well in the US. food services 0 0 0 0 0 0 comments Christine Poole CEO & Mana, GlobeInvest Capital ... Price $80.170 Owned Yes
DON'T BUY	Yum! Brands(YUM-N) May 3, 2016 (Market Call Minute.) In the process of spinning off their Chinese operations. A lot of moving parts, and not a cheap stock. food services 0 0 0 0 0 0 comments	(Market Call Minute.) In the process of spinning off their Chinese operations. A lot of moving parts, and not a cheap stock. food services 0 0 0 0 0 0 comments Gordon Reid President, GoodReid Investment ... Price $79.720 Owned No
BUY	Yum! Brands(YUM-N) March 29, 2016 Owner of Taco Bell, KFC and Pizza Hut. They are spinning off their problematic side of the business, which is China. Spinning out their China same-store sales story which was declining, and now it is going to be concentrated on its US side. He would say thumbs-up to this. food services 0 0 0 0 0 0 comments	Owner of Taco Bell, KFC and Pizza Hut. They are spinning off their problematic side of the business, which is China. Spinning out their China same-store sales story which was declining, and now it is going to be concentrated on its US side. He would say thumbs-up to this. food services 0 0 0 0 0 0 comments John Stephenson President , Stephenson & Company... Price $80.570 Owned Unknown
DON'T BUY	Yum! Brands(YUM-N) November 6, 2015 This has been a very strong consumer stock. Chart shows a spike early this year on top of a upward trend line, and the stock broke down below the trend line this year. It could be that the growth story might be over for this, so he would be very careful. food services 0 0 0 0 0 0 comments	This has been a very strong consumer stock. Chart shows a spike early this year on top of a upward trend line, and the stock broke down below the trend line this year. It could be that the growth story might be over for this, so he would be very careful. food services 0 0 0 0 0 0 comments Bill Carrigan Technical , Getting Technical In... Price $71.240 Owned Unknown
COMMENT	Yum! Brands(YUM-N) October 26, 2015 Has buying this for new accounts. It is now being spun off from the US company. Thinks this could be a heck of an interesting play in China. His bias is towards it because if China becomes a more consumer oriented society, and the middle class is being built up, this is good for all fast foods and restaurants. food services 0 0 0 0 0 0 comments	Has buying this for new accounts. It is now being spun off from the US company. Thinks this could be a heck of an interesting play in China. His bias is towards it because if China becomes a more consumer oriented society, and the middle class is being built up, this is good for all fast foods and restaurants. food services 0 0 0 0 0 0 comments Peter Brieger Chairman &, GlobeInvestment Capi... Price $74.180 Owned Yes
DON'T BUY	Yum! Brands(YUM-N) September 17, 2015 52% of this company’s revenues come from China. The stock is trading at about 22X forward earnings with 12% long-term growth, giving it a 1.8 PEG ratio. Has a 2% dividend. Trading right at the 200 day moving average and where it goes from here is going to be interesting. Because of its relationship to China and its dependence on revenues from China he would stay away for the time being. Long-term it makes a lot of sense. food services 0 0 0 0 0 0 comments	52% of this company’s revenues come from China. The stock is trading at about 22X forward earnings with 12% long-term growth, giving it a 1.8 PEG ratio. Has a 2% dividend. Trading right at the 200 day moving average and where it goes from here is going to be interesting. Because of its relationship to China and its dependence on revenues from China he would stay away for the time being. Long-term it makes a lot of sense. food services 0 0 0 0 0 0 comments Stan Wong Director &, Private Wealth Manag... Price $82.970 Owned No

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