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Yum has been and continues to be one of my best holdings. I only wish I had put a larger portion of my portfolio into it back in 2010 when I started.

I see this downward move as a slight buying opportunity although I continue to see it as somewhat richly valued compared to some other issues I am tracking. GE and Corning have both been of further interest to me but neither has the potential growth story that Yum has been playing out. I expect people all over China, India and all of southeast Asia to be munching down on chicken, tacos and pizza for years to come. I only hope they do so while communicating and watching netflix movies on their smartphones. Smartphones with QCOM basebane chips.

I am a man of simple dreams. Dreams I put my money on with some measure of relaxed mindfulness,

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