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Opinion on  Yum! Brands Inc (YUM)     Sector: Services  >  Industry: Restaurants
Yummy proposition

Mar 22, 2008 10:36 PM GMT

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Yum ! Brands has been a favourite of mine for years. This is principally due to the strong bunch of brands in its portfolio.

KFC is a personal favourite. I love the food and from an investing point of view , I like the fact that its product is a unique one that nobody else has been able to copy. That is crucial for a long sustainable business.

The other key reason for my pick, is the growth potential in China and India. Indians already love their chicken and the Chinese are just discovering this new source of protein.


YUM:  This call was made on 03/22/08 @ $37.49
Rating:   Positive   $37.49 (03/22/08)
Gain/Loss:   -4.75% in 615 days
Target:   $75.00 (+100.05%) in > one year
Allocation:   5.4% of portfolio


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