Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Scott Mc who wrote (2799)	12/18/1997 6:35:00 PM
From: Michael Burry	Respond to of 78764

Re: YUM Yep, Greenblatt stimulated me to look more closely at spin-offs. The most publicized one I saw after finishing the book was PEP-YUM. I've been waiting for a good price, and when it ran to 36 I thought I'd lost my chance. Now it's back at 29. I'm very very interested, but then I eat Taco Bell every 3 days. I am not sure my information services are accurate with regard to YUM, but if management is predicting 660M operating profit that is expected to grow at 10-15%, then the stock looks cheap. I'm still trying to get a handle on its debt. What's your analysis? Good Investing, Mike