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No. of Recommendations: 1
I bought YUM a little over two years ago, and am up a little better than 60% including dividends reinvested. I bought YUM based on an MF "teaser" article I believe, I liked the story of the overseas growth in KFC, but didn't like their US businesses. I see the Fool Community thinks a lot of YUM. I'm wondering if there are any thoughts as to why FOOL never made YUM an official pick? Nice dividend, growing at a good pace. Good earnings and cash flow growth rate. I always felt a little nervous about YUM's execution, given their second rate restaurants (my perception) in the US. Is that enough reason, or enough perceived risk to sink a recommendation on YUM?

I'd sure be interested to get someone's take on this. With forward P/E at 20 vs 5 year earnings growth at 13% or so, I'm trying to justify continuing to own YUM.

On another note, happened to stop into Taco Bell on a road trip the other day. I was very impressed with the new "Cantina" menu items. They were very good, on the order of Chipotle's burritos. I will say it gives me a reason to look for a Taco Bell, where I would not have done so ordinarily.

Looking for some reactions on YUM! I'm encourage by the Fool Communities enthusiasm for YUM, but I still just don't like their US stores, and wonder if those stores are something that will eventually harm YUM.

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