tag:blogger.com,1999:blog-2335748440449035592.post4816272219997440923..comments2008-05-22T21:30:39.958-04:00TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-2335748440449035592.post-85151293468551512562008-05-22T21:30:00.000-04:002008-05-22T21:30:00.000-04:00Don't forget about COST. I think this may be the best retailer of them all right now. I haven't looked at the price yet or the fundies but I will... I was in there the other day and it was a bee-hive.rosesryellow2http://www.blogger.com/profile/12471278009523940698noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-34679949648713073082008-05-22T18:28:00.000-04:002008-05-22T18:28:00.000-04:00Hi Sheng,<BR/><BR/>If you forced me into a restaurant play it would be YUM or MCD. YUM was very early to Asia so has a huge advantage there. KFC is a whole different 'genre' over there from what I read, but a big hit. They probably have 20-30 years of growth there; now if they just started closing stores in poor countries like the US with slow growth they could be a heck of a growth story ;)TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-24985122819861887882008-05-22T18:23:00.000-04:002008-05-22T18:23:00.000-04:00What are your thoughts on YUM? Global growth, but with the high cost of food is it a bad holding?Shenghttp://www.blogger.com/profile/01519985991268471033noreply@blogger.com