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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: sjemmeri who wrote (15690)10/25/2002 7:08:25 PM
From: Paul Senior  Read Replies (1) | Respond to of 78516
 
Steven J. Emmerich: nice to again see the term "taking profits" around here.
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I recently also sold my long-time, but small and losing KLM position. Still holding other stocks of major airlines though, alas. I observe (anecdotally) people are still travelling in spite of much increased airport hassles.

I keep passing on YUM. Stock still looks too expensive for me. YUM, as you likely know, has been mentioned here many times by value hounds. Profits were garnered by those (not me) who bought opportunely at lows.

Paul Senior



To: sjemmeri who wrote (15690)11/1/2002 12:08:32 AM
From: Paul Senior  Respond to of 78516
 
Steven J Emmerich: re: As I look further, I like YUM better. (The stock, not the food -g-.) I'll also add YUM to my watch list. If I can buy it close to the 52 week low, I'll start a small position.

Looks like YUM has room to expand using its cash flow. I see they (the KFC franchise) are bigger (more stores) in China and Mexico than McD's.