Yum! Brands, Inc. (NYSE:YUM)

Every time I drive past (or go to) one of these restaurants they are packed. This is a buy what you see type of play. I still think they have a leg up on Chipotle because of price and they're starting to integrate quality into the Taco Bell menu (depending on your opinion).

problems in china will dissolve, huge market potential in emerging markets (china, india).

For reference point and to allow for comments by others. As of the end of March, 2013.

ROE 63.16%%
Trailing PE 21.58
PB 13.46
Div yield 2.00%

If Yum! added a new class of shares called "Cool Ranch" do you think it would stop lagging the market?

It's yummy. Fast food on fire.

dorito's loco's taco's.... YUM!!!! They own strong brands, cross marketing is working, international expansion and a recovering economy.

international expansion has been impressive and I believe it will continue despite recent bumps. They aren't idiots. Just because China may be slowing(if you want to call 7+% slow growth) doesn't mean they can't adjust going forward and find lucrative underserved markets.

KFC is adding a boneless option to the chicken menu:

youtube.com/watch?v=8_3LW611FJI

I have wanted this one for a long time. I think the problems of chicken quality in China are an opportunity to get in at a lower price. Temporary problem in a long term winner.

great management, awesome brands, pretty much recession proof. they'll get over this little bump in the road.

Buy on the dip

Yum! has some very strong labels under its umbrella, namely Taco Bell and KFC. Addictive, affordable food. In addition, there is a strong trend of high, increasing ROIC numbers (and CROIC). Yum! is consistently churning out cash year over year, and sales, earnings, and BVPS are all showing a positive growing trend over the past 5 years. I think this is selling for a fair price right now, so I'm taking a bite!

TOS: TOP HS pattern

YUM has secured new suppliers, and the company has taken decisive action to address the issues. Growth in China may be slow for a few quarters, but that does not change the long-term story. International growth remains robust, driven by store expansion, new product innovation and improving demographics.

Full disclosure: I am not committing money to YUM at this time, just good for a CAPS pick...

Nice stock to take advantage of the emerging markets growth

going to go with first mover advantage here in a big market. Don't fight the tide.

Slightly undervalued, increased expansion in foreign markets and slight domestic growth in the QFS market share.

So very sad I didn't take two seconds to make this pick two years ago, upon learning that for every day that goes by, a new KFC is erected in China. But there's still plenty of time, judging by their fast food-leading innovation -- namely mimicking Chipotle at home and more importantly abroad, and of course their orgasmic Doritos Locos Tacos.

Even if growth slows in China the people in Shanghai love some Pizza Hut, Taco Bell, and the Colonel is practically a living legend...