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
February 9, 2015

Had great growth, but you are exposed to the China story and so there is risk things could turn bad there. They had problems with the quality of the meat there.

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

Had great growth, but you are exposed to the China story and so there is risk things could turn bad there. They had problems with the quality of the meat there.

BUY
BUY
January 13, 2015

She still likes this and has been buying for new clients. She buys this because of the expanding middle-class in China. About 35% of their profits come from China. Stock has had kind of a rough year because there have been supplier issues into China stores, which has hurt their traffic into the stores. Thinks this will recover. It usually does, but just takes a bit of time.

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

She still likes this and has been buying for new clients. She buys this because of the expanding middle-class in China. About 35% of their profits come from China. Stock has had kind of a rough year because there have been supplier issues into China stores, which has hurt their traffic into the stores. Thinks this will recover. It usually does, but just takes a bit of time.

PAST TOP PICK
PAST TOP PICK
December 5, 2014

(A Top Pick Dec 23/13. Up 7.59%.) Has been a tough year in China. Had bought this for the Asian exposure, and they are really expanding quickly. They had problems with the food distribution system over there and there was a big clamp down. Great growth in this name and he thinks there is a lot of opportunity. They are now moving into India.

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Yum! Brands (YUM-N)
December 5, 2014

(A Top Pick Dec 23/13. Up 7.59%.) Has been a tough year in China. Had bought this for the Asian exposure, and they are really expanding quickly. They had problems with the food distribution system over there and there was a big clamp down. Great growth in this name and he thinks there is a lot of opportunity. They are now moving into India.

PAST TOP PICK
PAST TOP PICK
November 7, 2014

(A Top Pick Sept 30/14. Up 1.84%.) Bought this because, looking at a long-term chart, it was bouncing off an Up Trend line. Also his fundamental analyst liked the prospects of them moving into the emerging markets. Feels the stock has lots of upside based on both fundamentals and technicals.

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Yum! Brands (YUM-N)
November 7, 2014

(A Top Pick Sept 30/14. Up 1.84%.) Bought this because, looking at a long-term chart, it was bouncing off an Up Trend line. Also his fundamental analyst liked the prospects of them moving into the emerging markets. Feels the stock has lots of upside based on both fundamentals and technicals.

BUY
BUY
October 7, 2014

Earnings came out after the closing bell. They missed by a couple of pennies and their revenue line was slightly weaker. She believes in the long-term secular story of the expanding middle class in China. Penetration of restaurants per million of population is very low compared to developed markets. China is 35% of this company’s earnings. India is their next growth target.

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Yum! Brands (YUM-N)
October 7, 2014

Earnings came out after the closing bell. They missed by a couple of pennies and their revenue line was slightly weaker. She believes in the long-term secular story of the expanding middle class in China. Penetration of restaurants per million of population is very low compared to developed markets. China is 35% of this company’s earnings. India is their next growth target.

TOP PICK
TOP PICK
September 30, 2014

Fundamentals are good. Trend is up. The recent sell off was due to a supply chain problem. He bought a few days ago.

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Yum! Brands (YUM-N)
September 30, 2014

Fundamentals are good. Trend is up. The recent sell off was due to a supply chain problem. He bought a few days ago.

HOLD
HOLD
September 10, 2014

Excellent restaurant company with very good brands. One of the best exposed to longer term growth in China. They are having some short term issues, primarily in China, where same store sales are down. Having some issues with their KFC franchise so short term growth is stagnating a bit.

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Yum! Brands (YUM-N)
September 10, 2014

Excellent restaurant company with very good brands. One of the best exposed to longer term growth in China. They are having some short term issues, primarily in China, where same store sales are down. Having some issues with their KFC franchise so short term growth is stagnating a bit.

TOP PICK
TOP PICK
September 9, 2014

Had some issues which affected the traffic temporarily, but it did recover. Indicated their traffic is going to be down but is improving. This creates opportunities to Buy. China’s consuming middle-class of 300 million people is going to grow to 600 million by 2020. Also, focusing on growing in India. Casual dining is very low in these areas. Yield of 2.05%.

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Yum! Brands (YUM-N)
September 9, 2014

Had some issues which affected the traffic temporarily, but it did recover. Indicated their traffic is going to be down but is improving. This creates opportunities to Buy. China’s consuming middle-class of 300 million people is going to grow to 600 million by 2020. Also, focusing on growing in India. Casual dining is very low in these areas. Yield of 2.05%.

WATCH
WATCH
August 29, 2014

The thing to watch out for on this is speculation that they might get involved in the whole Burger King/Tim Hortons thing from a tax perspective. You might get the shares bid up a little bit on speculation, and she usually stays away from these scenarios.

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Yum! Brands (YUM-N)
August 29, 2014

The thing to watch out for on this is speculation that they might get involved in the whole Burger King/Tim Hortons thing from a tax perspective. You might get the shares bid up a little bit on speculation, and she usually stays away from these scenarios.

BUY
BUY
August 19, 2014

She is still bullish on it. It is very dominant in China and one of the main reasons she owns it. 40% of profits come from China. They reported their same store sales last quarter and it jumped, then there were supplier issues. This is the time when you buy the name as China urbanizes.

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Yum! Brands (YUM-N)
August 19, 2014

She is still bullish on it. It is very dominant in China and one of the main reasons she owns it. 40% of profits come from China. They reported their same store sales last quarter and it jumped, then there were supplier issues. This is the time when you buy the name as China urbanizes.

TOP PICK
TOP PICK
August 8, 2014

This company and others were all using the same supplier, who has been taken out of the chain. This is a real growth stock and a quality run company. Expanding hugely in India. Dividend yield of 2.12%.

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Yum! Brands (YUM-N)
August 8, 2014

This company and others were all using the same supplier, who has been taken out of the chain. This is a real growth stock and a quality run company. Expanding hugely in India. Dividend yield of 2.12%.

PAST TOP PICK
PAST TOP PICK
January 7, 2014

(A Top Pick Jan 7/13. Up 15.01%.) Had some difficulties in 2012 due to supply issues and then the avian flu hit. Margins declined. Feels those problems are temporary and are resolvable. 2014 should be a good year for them. Company is anticipating that comps in China in the last half of this year will be double digit once again.

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Yum! Brands (YUM-N)
January 7, 2014

(A Top Pick Jan 7/13. Up 15.01%.) Had some difficulties in 2012 due to supply issues and then the avian flu hit. Margins declined. Feels those problems are temporary and are resolvable. 2014 should be a good year for them. Company is anticipating that comps in China in the last half of this year will be double digit once again.

TOP PICK
TOP PICK
December 23, 2013

(Top Pick Feb 9/13, Up 14.86%) Got stopped out in the middle of the year due to a flu breakout. He bailed and was even. Then the stock went higher. It came back down in the summer and he bought back in again. It went sideways for most of the year but is really a growth story in Asia, opening a restaurant every week, Taco Bell, KFC, etc. They have such an appetite in Asia for Western food. It is a great way to participate in the Asian market and the bird flu fears are behind them. The market is very resilient for them. There is great demand for the product over there. The market will assign higher multiples when they see the growth come in.

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Yum! Brands (YUM-N)
December 23, 2013

(Top Pick Feb 9/13, Up 14.86%) Got stopped out in the middle of the year due to a flu breakout. He bailed and was even. Then the stock went higher. It came back down in the summer and he bought back in again. It went sideways for most of the year but is really a growth story in Asia, opening a restaurant every week, Taco Bell, KFC, etc. They have such an appetite in Asia for Western food. It is a great way to participate in the Asian market and the bird flu fears are behind them. The market is very resilient for them. There is great demand for the product over there. The market will assign higher multiples when they see the growth come in.

COMMENT
COMMENT
November 22, 2013

This was a top pick on Feb 8/13. Got wind that the poultry flu was going through China and scared the shoppers in stores so sold his holdings in May. Stock came back to where he thought it should be and he re-bought again in October.

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Yum! Brands (YUM-N)
November 22, 2013

This was a top pick on Feb 8/13. Got wind that the poultry flu was going through China and scared the shoppers in stores so sold his holdings in May. Stock came back to where he thought it should be and he re-bought again in October.

PAST TOP PICK
PAST TOP PICK
August 29, 2013

(Top Pick Apr 29/12, Down 5.52%) He shrank the position. He is still short the stock. View is that China will grow at a fairly healthy clip and YUM can participate in that.

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Yum! Brands (YUM-N)
August 29, 2013

(Top Pick Apr 29/12, Down 5.52%) He shrank the position. He is still short the stock. View is that China will grow at a fairly healthy clip and YUM can participate in that.

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