Yum! Brands

YUM-N

NYSE:YUM

106.28
1.50 (1.39%)
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
PAST TOP PICK
PAST TOP PICK
August 16, 2013

(A Top Pick August 1/12. Up 14.24%.) Still likes. They are going to have their short-term hiccups as they did in China. The Chinese consuming middle-class is supposed to grow from 300 million to 600 million by the end of this decade.

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Yum! Brands (YUM-N)
August 16, 2013

(A Top Pick August 1/12. Up 14.24%.) Still likes. They are going to have their short-term hiccups as they did in China. The Chinese consuming middle-class is supposed to grow from 300 million to 600 million by the end of this decade.

BUY WEAKNESS
BUY WEAKNESS
July 12, 2013

Likes the company and feels they have a number of high-quality brands. This has been the “go to” stock in the quick service restaurants for international growth. Very strong franchise growth in China. Got a little bit ahead of itself. He would look for a better entry point. There are better names in the US that are more domestically focused.

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Yum! Brands (YUM-N)
July 12, 2013

Likes the company and feels they have a number of high-quality brands. This has been the “go to” stock in the quick service restaurants for international growth. Very strong franchise growth in China. Got a little bit ahead of itself. He would look for a better entry point. There are better names in the US that are more domestically focused.

PAST TOP PICK
PAST TOP PICK
June 11, 2013

(A Top Pick June 12/12. Up 15.77%.) Has been running into some problems in China, which is a concern but long-term she expects the outlook for this company is very good. Still likes.

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Yum! Brands (YUM-N)
June 11, 2013

(A Top Pick June 12/12. Up 15.77%.) Has been running into some problems in China, which is a concern but long-term she expects the outlook for this company is very good. Still likes.

BUY WEAKNESS
BUY WEAKNESS
May 30, 2013

Trades at 20X earnings with a 2.1% yield but China is the big issue. The jewel in the crown is the Taco Bell franchise. The real crux of the issue is the KFC franchise in China with the avian flu. There are some negative issues about the story but they have some really great franchises that make a lot of sense and will do well over the long term. If you see a larger pullback in the stock, he would try to get it at around 15X earnings.

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Yum! Brands (YUM-N)
May 30, 2013

Trades at 20X earnings with a 2.1% yield but China is the big issue. The jewel in the crown is the Taco Bell franchise. The real crux of the issue is the KFC franchise in China with the avian flu. There are some negative issues about the story but they have some really great franchises that make a lot of sense and will do well over the long term. If you see a larger pullback in the stock, he would try to get it at around 15X earnings.

PAST TOP PICK
PAST TOP PICK
May 22, 2013

(Top Pick Apr 29/13, Down 4.45%) SHORT. It was not a month long thesis. There were missteps in China. There are some growth problems in China.

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

(Top Pick Apr 29/13, Down 4.45%) SHORT. It was not a month long thesis. There were missteps in China. There are some growth problems in China.

PAST TOP PICK
PAST TOP PICK
May 16, 2013

Recommended at $66.77 now at $69.64, total return up 6.55% Stroke of bad luck due to bird flu coming into the mix. Those types of things affect things for 2 or 3 quarters, and then they go back to normal. They are highly into developing contries, and are a long term growth name, with some short term bad luck.

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Yum! Brands (YUM-N)
May 16, 2013

Recommended at $66.77 now at $69.64, total return up 6.55% Stroke of bad luck due to bird flu coming into the mix. Those types of things affect things for 2 or 3 quarters, and then they go back to normal. They are highly into developing contries, and are a long term growth name, with some short term bad luck.

TOP PICK
TOP PICK
April 29, 2013

SHORT: Had a number of problems. They run Kentucky Fried Chicken (KFC) in China which is about half of their operating income. First they ran into problems with the quality of their chickens which turned people off from their brand. This was then followed by the avian flu. An expensive stock at about 22X earnings. Yield of 1.98%.

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

SHORT: Had a number of problems. They run Kentucky Fried Chicken (KFC) in China which is about half of their operating income. First they ran into problems with the quality of their chickens which turned people off from their brand. This was then followed by the avian flu. An expensive stock at about 22X earnings. Yield of 1.98%.

DON'T BUY
DON'T BUY
April 11, 2013

A little bit more of a go-go stock than McDonald’s (MCD-N). Derive a lot of their growth from their Chinese growth. Had some hiccups in December. In spite of all their troubles, the price is not dropping that much so you are not getting paid for the risk you would be taking.

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Yum! Brands (YUM-N)
April 11, 2013

A little bit more of a go-go stock than McDonald’s (MCD-N). Derive a lot of their growth from their Chinese growth. Had some hiccups in December. In spite of all their troubles, the price is not dropping that much so you are not getting paid for the risk you would be taking.

DON'T BUY
DON'T BUY
March 12, 2013

(Market Call Minute.) Consumer stocks that sell into China are having a difficult time.

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Yum! Brands (YUM-N)
March 12, 2013

(Market Call Minute.) Consumer stocks that sell into China are having a difficult time.

TOP PICK
TOP PICK
February 8, 2013

Fastest growing quick service restaurant in Asia by a mile. They had a tainted chicken scare that McDonalds had to face as well – a supplier. It can go significantly higher.

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Yum! Brands (YUM-N)
February 8, 2013

Fastest growing quick service restaurant in Asia by a mile. They had a tainted chicken scare that McDonalds had to face as well – a supplier. It can go significantly higher.

TOP PICK
TOP PICK
January 7, 2013

Short term events will cause temporary reduction in traffic but you can’t stop the growing middle class. They are looking at building out India and Africa. 2% but they always grow their dividend.

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Yum! Brands (YUM-N)
January 7, 2013

Short term events will cause temporary reduction in traffic but you can’t stop the growing middle class. They are looking at building out India and Africa. 2% but they always grow their dividend.

DON'T BUY
DON'T BUY
December 19, 2012

Very tied to China. We saw a stumble a while. He would go to something like Pepsi.

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Yum! Brands (YUM-N)
December 19, 2012

Very tied to China. We saw a stumble a while. He would go to something like Pepsi.

TOP PICK
TOP PICK
December 11, 2012

4th quarter same-store sales growth in China was down a negative 4% because of the slowing Chinese economy. Feels that this figure will be positive next year. They still see lots of growth in China and will be focusing on the tier 3-6 cities for unit growth. Also focusing on India and Russia for the next decade.

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Yum! Brands (YUM-N)
December 11, 2012

4th quarter same-store sales growth in China was down a negative 4% because of the slowing Chinese economy. Feels that this figure will be positive next year. They still see lots of growth in China and will be focusing on the tier 3-6 cities for unit growth. Also focusing on India and Russia for the next decade.

BUY WEAKNESS
BUY WEAKNESS
October 24, 2012

Likes this one very much. Have done a marvellous job and have more to go. Wait for a bit of a pullback.

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Yum! Brands (YUM-N)
October 24, 2012

Likes this one very much. Have done a marvellous job and have more to go. Wait for a bit of a pullback.

PAST TOP PICK
PAST TOP PICK
October 12, 2012

(A Top Pick Oct 12/11 . Up 38.31%.)

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Yum! Brands (YUM-N)
October 12, 2012

(A Top Pick Oct 12/11 . Up 38.31%.)

Showing 46 to 60 of 79 entries