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February 9, 2012
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| 10:22 EDT |  | YUM |
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February 8, 2012
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| 10:59 EDT | | YUM |
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| 10:28 EDT |  | YUM |
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| 07:53 EDT |  | YUM |
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| 06:31 EDT | | YUM |
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February 7, 2012
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| 12:11 EDT |  | YUM |
| theflyonthewall.com: | On The Fly: Mid-Day Wrap | | Stocks on Wall Street were higher at mid-day, as investors keep one eye on earnings and one eye on Greece. Stock futures were lower in pre-market trading which led to a lower open for the broader market. The averages were weak for the first hour of trading but slowly drifted off their lows following Fed Chairman Bernanke’s comments before the Senate Banking Committee. The comments echoed the sentiments the Chairman made last week in which he said interest rates would remain low through 2014. The market eventually pushed through the flat line and into positive territory and all three major indices are now solidly higher... ECONOMIC EVENTS: With little market moving domestic economic data released again today, Europe, and specifically Greece, remained front and center in terms of the macroeconomic picture. Reports circulated that Greek politicians drafted an agreement on austerity measures that will allow the country to get its next bailout payment, but no formal agreement was announced... MARKET NEWS: The day after shares of Coinstar (CSTR) advanced on news of a movie rental joint venture deal with Verizon (VZ), Coinstar surged again as its fourth-quarter earnings more than doubled and it agreed to buy assets of NCR's (NCR) entertainment business for $100M. NCR shares rose as well on the deal and its own earnings report... Dow component Coca-Cola's (KO) Q4 earnings fell 71% but its adjusted EPS topped expectations, sending shares higher. Among others reporting earnings, winners included Yum! Brands (YUM) and Anadarko (APC), while Emerson (EMR), BP (BP), and Vishay (VSH) were among the losers... MasterCard (MA) increased its dividend to 30c from 15c... MAJOR MOVERS: Among the notable gainers were SolarWinds (SWI) and Standard Pacific (SPF), following their quarterly reports. Noteworthy losers included Nevsun Resources (NSU), after issuing its 2012 production guidance, and Achillion (ACHN), following a downgrade to Underperform from Buy at BofA/Merrill... INDICES: Near noon, the Dow was up 26.18, or 0.20%, to 12,871.31; the Nasdaq was up 5.66, or 0.20%, to 2,907.65; and the S&P 500 was up 2.08, or 0.15%, to 1,346.41. :theflyonthewall.com |
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| 10:06 EDT |  | YUM |
| theflyonthewall.com: | Yum! Brands sees better y/y margins in 2H | | :theflyonthewall.com |
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| 09:42 EDT |  | YUM |
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| 09:39 EDT | | YUM |
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| 09:32 EDT | | YUM |
| theflyonthewall.com: | Yum! Brands will be breaking out India as seperate division for FY12 reporting | | :theflyonthewall.com |
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| 09:26 EDT | | YUM |
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| 09:23 EDT | | YUM |
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| 09:22 EDT | | YUM |
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| 08:56 EDT |  | YUM |
| theflyonthewall.com: | Yum! Brands ticks its life high of $64.75 after results, no resistance on chart |
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| 07:17 EDT | | YUM |
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February 6, 2012
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| 16:50 EDT | | YUM |
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| 16:18 EDT | | YUM |
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| 16:16 EDT | | YUM |
| theflyonthewall.com: | Yum! Brands 2011 SSS grew 19% in China, 3% at YRI, declined 1% in U.S. | | :theflyonthewall.com |
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| 16:15 EDT | | YUM |
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| 16:15 EDT | | YUM |
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| 15:43 EDT | | YUM |
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| 10:08 EDT | | YUM |
| theflyonthewall.com: | Yum Brands, McDonald's losing ground in China, Reuters reports | | China-based fast food companies are eroding the market share of Yum Brands (YUM) and McDonald's (MCD) in China, according to Reuters. Reference Link :theflyonthewall.com |
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February 5, 2012
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| 16:01 EDT | | YUM |
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February 2, 2012
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| 07:39 EDT | | YUM |
| theflyonthewall.com: | Taco Bell at center of CDC probe of Salmonella outbreak, Food Safety News says | | A Centers for Disease Control and Prevention report on a ten-state outbreak of Salmonella Enteritidis, initially issued January 19 though without naming a specific restaurant, is centered on Yum! Brands' (YUM) Taco Bell, as suspected, reported Food Safety News. Reference Link :theflyonthewall.com |
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February 1, 2012
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| 22:21 EDT | | YUM |
| theflyonthewall.com: | Jim Cramer's "Mad Money" | | Jim Cramer said Wednesday's markets gave investors so many ways to win and better yet, it gave it when investors were least expecting it. Whirlpool (WHR) was able to beat and raise estimates, all while most investors thought the housing market was still declining. He said that Boeing (BA) shares were able to trade higher, despite defense cutbacks in Washington. And Navistar (NAV) also ticked higher on news of its partnership with Clean Energy Fuels (CLNE). Then of course there was the announcement of the Facebook IPO, a deal that's so hot investors are even buying up shares of the underwriters. In technology, Cramer admitted that Amazon.com (AMZN) disappointed, but the markets also has a surprise beat from disk drive maker Seagate (STX), which rose 21% in a single day. Internationally, the markets received news that China's economic soft-landing is indeed happening, something that bodes well for companies levered to China like Caterpillar (CAT), Yum Brands (YUM) and Coach (COH), the latter two hitting 52-week highs Wednesday. Put all of these factors together, said Cramer, and its easy to see why he's so excited about the possibilities. Cramer opined on what to do with Amazon.com (AMZN) after the company's disappointing earnings. His conclusion? Don't do anything. Cramer said Amazon has proven to be a consistent winner on weakness, and selling shares after a sell-off has always been a terrible bet. He concluded that Amazon is a "wait-and-see" situation. For Wednesday's installment of his "Show Off Stocks" series, Cramer highlighted motorcycle legend Harley Davidson (HOG), which is seeing demand for its product grow at the fastest pace since 2005. The company is diversifying its customer base and now aggressively attracting younger riders, as well as women and minorities. Additionally, Harley is completing a major restructuring this year that will shave $325M a year off the company's cost structure. Trading at just 13.5x earnings with a 14.5% long-term growth rate, Cramer said shares of Harley Davidson are far too cheap. EXECUTIVE DECISION: Cramer checked in with David Demshur, chairman, president and CEO of Core Labs (CLB), an oil service technology company that Cramer said is the one to buy. Among the areas Demshur was most excited about were deep water drilling off of Brazil and Angola as well as projects in the Middle East and off the coast of Australia. He said Core Labs believes in long-term shareholder appreciation and will remain committed to the company's dividend and stock re-purchase program. Cramer continued his recommendation of Core Labs and again told investors to use the weakness which occurs after every earnings release to buy in. LIGHTNING ROUND: (Bullish) URI; AAPL; LSI; MX; AVAV; KFN. (Bearish) RIMM; BX. Reference Link :theflyonthewall.com |
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| 09:02 EDT | | YUM |
| theflyonthewall.com: | Yum! Brands price target raised to $76 from $63 at UBS | | UBS raised its price target and earnings estimates ahead of Q4 results based on expectations for continued momentum in China and U.S. business stabilization. Share are Buy rated. :theflyonthewall.com |
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| 07:32 EDT |  | YUM |
| theflyonthewall.com: | Yum! Brands February volatility flat into Q4 results and China margins outlook |
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