Yum! Brands

YUM-N

NYSE:YUM

106.59
1.19 (1.10%)
Yum! Brands, Inc., or Yum! and formerly Tricon Global Restaurants, Inc., is an American fast food company.
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Analysis and Opinions about YUM-N

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
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.

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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.

BUY
BUY
June 13, 2016

(Market Call Minute.)

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Yum! Brands (YUM-N)
June 13, 2016

(Market Call Minute.)

SELL
SELL
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.

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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.

COMMENT
COMMENT
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.

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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.

DON'T BUY
DON'T BUY
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.

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(Market Call Minute.) In the process of spinning off their Chinese operations. A lot of moving parts, and not a cheap stock.

BUY
BUY
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.

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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.

DON'T BUY
DON'T BUY
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.

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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.

COMMENT
COMMENT
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.

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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.

DON'T BUY
DON'T BUY
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.

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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.

COMMENT
COMMENT
September 16, 2015

It gets more than 50% of its revenue from China, and is considered a China play. People are worried about the slowdown in China. He would much prefer to own Starbucks (SBUX-N) instead.

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Yum! Brands (YUM-N)
September 16, 2015

It gets more than 50% of its revenue from China, and is considered a China play. People are worried about the slowdown in China. He would much prefer to own Starbucks (SBUX-N) instead.

PAST TOP PICK
PAST TOP PICK
September 9, 2015

(Top Pick Sep 9/14, Up 14.87%) KFC, Pizza Hut and Taco Bell. 30% of earnings come from the US and the rest is outside of the US, 40% from China. The emerging middle class has increasing demand for quick serve. They do home delivery of KFC through Pizza Hut. They are now focusing on India. It is a play on emerging markets.

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Yum! Brands (YUM-N)
September 9, 2015

(Top Pick Sep 9/14, Up 14.87%) KFC, Pizza Hut and Taco Bell. 30% of earnings come from the US and the rest is outside of the US, 40% from China. The emerging middle class has increasing demand for quick serve. They do home delivery of KFC through Pizza Hut. They are now focusing on India. It is a play on emerging markets.

COMMENT
COMMENT
August 5, 2015

Their struggles with chicken quality in China have been well documented. The flipside of the story is an enormous opportunity. With 1.5 billion people, they have a big opportunity. Has an attractive yield and a decent management team. He is looking for more of a pullback in order to add to his position.

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Yum! Brands (YUM-N)
August 5, 2015

Their struggles with chicken quality in China have been well documented. The flipside of the story is an enormous opportunity. With 1.5 billion people, they have a big opportunity. Has an attractive yield and a decent management team. He is looking for more of a pullback in order to add to his position.

DON'T BUY
DON'T BUY
July 22, 2015

When you overlay their current turmoil of food quality and the China situation, and that they are trading at about 25X earnings, he doesn’t understand why people would make an investment in this.

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Yum! Brands (YUM-N)
July 22, 2015

When you overlay their current turmoil of food quality and the China situation, and that they are trading at about 25X earnings, he doesn’t understand why people would make an investment in this.

PAST TOP PICK
PAST TOP PICK
July 13, 2015

(A Top Pick Aug 8/14. Up 32.08%.) Great company. Sold half of his position. Not growing domestically, but is growing internationally and doing really well. Entered into India which is going to be the new growth market.

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Yum! Brands (YUM-N)
July 13, 2015

(A Top Pick Aug 8/14. Up 32.08%.) Great company. Sold half of his position. Not growing domestically, but is growing internationally and doing really well. Entered into India which is going to be the new growth market.

COMMENT
COMMENT
July 10, 2015

The parent company of Pizza Hut, Taco Bell and KFC. They are really focused on China, and it has been working. In their revenues today, $7 billion comes from China compared to $3 billion from the US. Future growth is going to be China as well and he sees upside there. The challenge is, what are you willing to pay for this. Trading around 40X, which is a little rich for him.

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Yum! Brands (YUM-N)
July 10, 2015

The parent company of Pizza Hut, Taco Bell and KFC. They are really focused on China, and it has been working. In their revenues today, $7 billion comes from China compared to $3 billion from the US. Future growth is going to be China as well and he sees upside there. The challenge is, what are you willing to pay for this. Trading around 40X, which is a little rich for him.

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