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| TOP PICK | 51.030 | Christine Poole | Company reported earnings last week and it got below $50 she picked it up and would do so here also. Experiencing higher coasts in labour and food costs and phasing in increases. Consumers are making more money in their markets and middle class is emerging.. | 2011-10-12 | |
| PAST TOP PICK | 52.230 | David Burrows | (Top Pick Sep 28/10, UP 14.60%) Would still buy it today. 40% revenues from China. Dominate fast food in China. Asian markets were the first to start rolling over so he got out. He is a little bit sorry it got out of it. They continue to execute very well. He would buy it here. He would like to see the markets stabilize a bit. | 2011-09-13 | |
| DON'T BUY | 47.730 | Gordon Reid | Street was looking for about 6% growth in Chinese revenue but came in at 8%. Also beat on the earnings. A little too rich at 18X earnings. A lot of the growth has been anticipated and is in the stock. Would like to see it at sub 15 multiple (14?) before he would be interested. | 2011-02-02 | |
| DON'T BUY | 50.020 | David Driscoll | Has about 14% growth in China. Have competition from other Chinese brands. Fairly priced. Good company but not interested in it. | 2010-11-29 | |
| DON'T BUY | 48.420 | Don Lato | Great China play but at 17X next year's earnings it is too expensive for him. Lots of other great companies with lower multiples that have the same growth potential. Would prefer 15X earnings as an entry point. | 2010-10-14 | |
| TOP PICK | 46.440 | David Burrows | North American company with exposure to Asia. Have almost 40% market share in branded fast foods in China including KFC, Taco Bell and Pizza Hut with their own food distribution company. Have about 5000 stores and will open 450 stores a year for the next 4 years. | 2010-09-28 | |
| PAST TOP PICK | 46.370 | Christine Poole | (A Top Pick Oct 15/09. Up 34%.) Own the KFC, Taco Bell and Pizza Hut brands. Have about 3000 KFC chains in China and sees it being a 15,000 chain. If you don't own, wait for a pullback. Still a Hold. | 2010-09-27 | |
| BUY | 42.790 | David Burrows | Great opportunity for growth in the Asian markets. | 2010-06-21 | |
| PAST TOP PICK | 43.380 | Brett Hryb | (A Top Pick May 13/09. Up 38.39%.) | 2010-06-15 | |
| BUY | 35.710 | Christine Poole | Could benefit from the Pan Am games coming to Toronto in 2 years. Likes this for its Chinese exposure. | 2009-11-26 | |
| TOP PICK | 35.360 | Christine Poole | Largest quick-serve restaurant operator including KFC, Pizza Hut, Taco Bell and Long John Silvers. 40% of revenues come from the US but about 30% comes from China. Expecting a lot of growth in the future. 2.4% dividend. | 2009-10-15 | |
| TOP PICK | 31.610 | Brett Hryb | Parent company of KFC, Taco Bell, Pizza Hut, Long John Silver and A&W in the US. The growth for these companies is in China. Even in this period, the sales are good and have a lot of growth ahead of them. | 2009-05-13 | |
| BUY | 36.970 | David Burrows | This is exactly the kind of company that people should be looking at. With a strong Cdn$ we can buy global assets. This company gets more earnings from outside of North America than any other S&P 500 company. Very strong growth in China and overseas. | 2007-12-04 |
