Replies to post #203 on YUM Brands Inc (YUM)

[johnsyn]

not quite sure off-hand when bought shares, I'm pretty sure it was this year though. Pps is up $10 from purchase price. I understand the concern you have though. But YUM has grown leaps and bounds in India, they too have a taste for finger-licking good. They've been working at increasing presence in China, very successful so far. I think even if they lose China, they will still manage to make it up in other Asian countries.

[DewDiligence]

This is the kind of concern I previously posted about:

http://www.reuters.com/article/2012/12/21/us-china-kfc-probe-idUSBRE8BK15R20121221

Maybe it’s not that big a deal, but I find it hard to be comfortable owning a non-Chinese restaurant company that derives 2/3 of its income from China.