B*e
2 楼
Obviously, Chinese economy will crash over the long-term. There may be some
overselling of Yum today but the long-term gain is limited because it relies
so much on slow-growing Chinese economy.
【在 i******e 的大作中提到】
: 说中国经济放缓。。。扯淡啊
overselling of Yum today but the long-term gain is limited because it relies
so much on slow-growing Chinese economy.
【在 i******e 的大作中提到】
: 说中国经济放缓。。。扯淡啊
f*9
3 楼
能抄，67.xx可以入
i*e
4 楼
肯德基中国的味道比美国的好吃多了，为啥不弄到美国来，操
some
relies
【在 B******e 的大作中提到】
: Obviously, Chinese economy will crash over the long-term. There may be some
: overselling of Yum today but the long-term gain is limited because it relies
: so much on slow-growing Chinese economy.
some
relies
【在 B******e 的大作中提到】
: Obviously, Chinese economy will crash over the long-term. There may be some
: overselling of Yum today but the long-term gain is limited because it relies
: so much on slow-growing Chinese economy.
e*r
5 楼
at PE over 40 before today's crash, I suppose YUM qualifies as a growth
stock since it is apparently valued as such. What is the worst case scenario
for a growth stock? A deceleration in growth rate, look at where TWTR or
YELP is at nowadays. And if there is a possibility of negative growth, game
over! I will not touch YUM at current price, or even half of that price.
Instead of investing in a company selling unhealthy junk food, maybe you
should consider whole foods at half of the yum's PE.
【在 i******e 的大作中提到】
: 说中国经济放缓。。。扯淡啊
stock since it is apparently valued as such. What is the worst case scenario
for a growth stock? A deceleration in growth rate, look at where TWTR or
YELP is at nowadays. And if there is a possibility of negative growth, game
over! I will not touch YUM at current price, or even half of that price.
Instead of investing in a company selling unhealthy junk food, maybe you
should consider whole foods at half of the yum's PE.
【在 i******e 的大作中提到】
: 说中国经济放缓。。。扯淡啊
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