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jq1234

12/08/12 8:31 PM

#6269 RE: DewDiligence #6254

I am not in either. Yeah, -4% might be anomaly, 4th qtr growth in 2011 was enormous. I used to own MCD, DEO but out of them mostly after huge run the last a few years. I am trying to find new ones replacing them. Compare YUM to MCD in China, YUM definitely have better growth potential because the offerings fit with local taste better.