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Sep 30, 2012
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. >> yum's growth is coming from china. 45% of the sales come from china. to me we put a trade on the show about a month ago. i bought an october 62.5. 55 puts right now. the stock is at 66. i'm 10% out of the money here. to me the company reports. this is something i want to stick with. nike had been battered on this news. they missed last quarter here. >> right. >> at this point, yum hasn't missed it. i'm interested to hear what they have to say here. that stock closed worse today. down 2%. >> scott? >> on the trade, i think the nike trade the interesting thing here is the nature changes fundamentally. when that first option expires. as far as yum, people love to trade because it is so tied to china. that is good and bad. china can be opaque and the bad is what we have seen in yum lately. >> reminder to you as you head
. >> yum's growth is coming from china. 45% of the sales come from china. to me we put a trade on the show about a month ago. i bought an october 62.5. 55 puts right now. the stock is at 66. i'm 10% out of the money here. to me the company reports. this is something i want to stick with. nike had been battered on this news. they missed last quarter here. >> right. >> at this point, yum hasn't missed it. i'm interested to hear what they have to say here. that stock closed worse...
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Sep 11, 2012
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if anything, i would be short yum. >> got you. >> bmy, bristol-myers. predicting bmy will be the fastest growing drug company from 2013 until the end of the decade. pretty big talk there, the stock is up 1%. >> yeah. and they also got an upgrade from credit suisse today as well, judge. we were just talking with the gentleman from novine who was on the dividend bandwagon. this one is a 4% dividend yielder. i think as opposed to merk which had clear outperformance, i would be flipping that trade now and getting out of merck. >> now for natural soaring today. up 30% this week alone. here it is up better than 5%
if anything, i would be short yum. >> got you. >> bmy, bristol-myers. predicting bmy will be the fastest growing drug company from 2013 until the end of the decade. pretty big talk there, the stock is up 1%. >> yeah. and they also got an upgrade from credit suisse today as well, judge. we were just talking with the gentleman from novine who was on the dividend bandwagon. this one is a 4% dividend yielder. i think as opposed to merk which had clear outperformance, i would be...
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Sep 27, 2012
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i opted you to get out and get into yum brands instead. i can pat myself on the back for this one because yum rallied 20 points before pulling back slightly. darden advanced smartly, too, gaining 14 points on 43 -- roughly 30% run. several lessons to be learned here. first of all when you own shares in a company dividend backed up by cash flow, you can afford to be patient and wait for a turn. they're paying you to wait. even if a turn doesn't occur, and i can argue it actually hasn't done all that much at darden, you don't need to throw in the towel at the same time when the stock was overly punished for its sins. darden isn't that much better but the stock is more attractive as a reinvested dividend, low interest rates, competition from bonds is small and possibility of a turn, major turn, not just little one, at some point in the future really matters. recently they talked about increasing earnings over 50%, gave a multiyear look at growth plans. company followed with a pretty good earnings report that showed re-acceleration in olive ga
i opted you to get out and get into yum brands instead. i can pat myself on the back for this one because yum rallied 20 points before pulling back slightly. darden advanced smartly, too, gaining 14 points on 43 -- roughly 30% run. several lessons to be learned here. first of all when you own shares in a company dividend backed up by cash flow, you can afford to be patient and wait for a turn. they're paying you to wait. even if a turn doesn't occur, and i can argue it actually hasn't done all...
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Sep 28, 2012
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but i really like yum because if china makes a move from here higher, yum benefits in a big way. starbucks as well. i think these guys have massive penetration there. continue to draw benefit from that. >> what's your china trade? >> i'm looking at cummins. this stock trades with china a lot. so at nine times earnings r for next year and 10% of the revenue. and the weak demand over there, we're thinking it's bottomed here. so they have a big 2013 coming up. >>> on the way, if you have gold, you may want to buy more. >>> plus answers on apple's maps. sometimes investing opportunities are hard to spot. you have to dig a little. fidelity's etf market tracker shows you the big picture on how different asset classes are performing, and it lets you go in for a closer look at areas within a class or sector that may be bucking a larger trend. i'm stephen hett of fidelity investments. the etf market tracker is one more innovative reason serious investors are choosing fidelity. get 200 free trades today and explore your next investing idea. we're sitting on a bunch of shale gas. there's na
but i really like yum because if china makes a move from here higher, yum benefits in a big way. starbucks as well. i think these guys have massive penetration there. continue to draw benefit from that. >> what's your china trade? >> i'm looking at cummins. this stock trades with china a lot. so at nine times earnings r for next year and 10% of the revenue. and the weak demand over there, we're thinking it's bottomed here. so they have a big 2013 coming up. >>> on the way,...
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Sep 11, 2012
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if anything, i would be short yum. >> got you. >> bmy, bristol-myers. predicting bmy will be the fastest growing drug company from 2013 until the end of the decade. pretty big talk there, the stock is up 1%. >> yeah. and they also got an upgrade from credit suisse today as well, judge. we were just talking with the gentleman from novine who was on the dividend bandwagon. this one is a 4% dividend yielder. i think as opposed to merk which had clear outperformance, i would be flipping that trade now and getting out of merck. >> now for natural soaring today. up 30% this week alone. here it is up better than 5% today. >> it's been a monster week, obviously. analysts throwing in the towel. a couple down grades. today you saw bhp announce they're going to basically shut down one of their mines. so some supply concerns might be taken out of the market. these stocks probably have a couple more days to the upside left. i think the name that's most interesting given the bottom that it put in is wlt. >> all right. will the rally in gold run into a ceiling if the
if anything, i would be short yum. >> got you. >> bmy, bristol-myers. predicting bmy will be the fastest growing drug company from 2013 until the end of the decade. pretty big talk there, the stock is up 1%. >> yeah. and they also got an upgrade from credit suisse today as well, judge. we were just talking with the gentleman from novine who was on the dividend bandwagon. this one is a 4% dividend yielder. i think as opposed to merk which had clear outperformance, i would be...
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Sep 5, 2012
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the second one is yum brands. a little bit more of a reach because of the china situation that's going on. yum brands owns what i like to call the dude food restaurants. kentucky fried chicken and two other restaurants but there's a little bit of risk there playing on china. and also emerging market growth and then lastly if you really want to go for the fences, equinix. provides storage for cloud data services. and that has a very, very high beta but adding these three stocks together you get a beta less than one which is appealing and so i would recommend for a typical client to have a range of these kinds of stocks and not just necessarily be in the low beta stocks all the time. >> thanks. you know what? a fun segment and informative. see you soon. thanks. >> thank you. >>> all right. up next, our jon fortt with breaking news on motmotorola's newest smartphone. stay with us. [ female announcer ] want to spend less and retire with more? then don't get nickle and dimed by high cost investments and annoying accoun
the second one is yum brands. a little bit more of a reach because of the china situation that's going on. yum brands owns what i like to call the dude food restaurants. kentucky fried chicken and two other restaurants but there's a little bit of risk there playing on china. and also emerging market growth and then lastly if you really want to go for the fences, equinix. provides storage for cloud data services. and that has a very, very high beta but adding these three stocks together you get...
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Sep 29, 2012
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china can be opaque and the bad is what we have seen in yum lately. >> if you want updates on our trades because things happen real time mike updated his trade this morning be sure to follow us on twitter and dan posts updates of his trades on twitter. if you are on facebook stay posted throughout the week at facebook.com/optionsaction. got the final call from the options pits next. and you don't want to miss it with thinkorswim by td ameritrade. you get knock-your-socks-off tools, simple one-click orders, real-time paper trading to hone your skills, plus anytime you need it support. ♪ stocks, options, futures, and forex. get your trading on track. thinkorswim by td ameritrade. trade commission free for 60 days, plus get up to $600 when you open an account. >>> the sailors from the third naval command performing the popular gangnam dance. set a guinness world record for the most likes on youtube. it took the navy three days to film and edit their version. it was shown at the annual party posted on youtube this week. our own version will appear on our facebook page. did you guys know th
china can be opaque and the bad is what we have seen in yum lately. >> if you want updates on our trades because things happen real time mike updated his trade this morning be sure to follow us on twitter and dan posts updates of his trades on twitter. if you are on facebook stay posted throughout the week at facebook.com/optionsaction. got the final call from the options pits next. and you don't want to miss it with thinkorswim by td ameritrade. you get knock-your-socks-off tools, simple...
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Sep 20, 2012
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dave novak and the folks at yum! like double digit growth. >> you think you're having a rough day out there? a few dozen amusement park riders were stuck upside down for two hours. 300 feet in the air last night at knotsbury farm near anaheim, california, not far from disneyland. luckily nobody was hurt but they were left stranded up in the air. >>> we're going to do some analysis now so you will not be stuck with a bad trade. jeff kilburg of kilburg capital management is here. good to see you again. we're going to start out with ubs downgrading citi, goldman sachs and morgan stanley to neutral from buy after "the group as run up some 31% since late july." the run-up in the stocks since then, you see each one has had a pretty good performance. what do you think? >> i think it's more of a books and profits more than a downgrade. goldman i'd like to see a pullback. i like citi. morgan stanley still tainted from the facebook situation. i like the top two but i think the broad swap we realize this whole sector has moved
dave novak and the folks at yum! like double digit growth. >> you think you're having a rough day out there? a few dozen amusement park riders were stuck upside down for two hours. 300 feet in the air last night at knotsbury farm near anaheim, california, not far from disneyland. luckily nobody was hurt but they were left stranded up in the air. >>> we're going to do some analysis now so you will not be stuck with a bad trade. jeff kilburg of kilburg capital management is here....
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Sep 28, 2012
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china can be opaque and the bad is what we have seen in yum lately. >> if you want updates on our trades because things happen real time mike updated his trade this morning be sure to follow us on twitter and dan posts updates of his trades on twitter. if you are on facebook stay posted throughout the week at facebook.com/optionsaction. got the final call from the options pits next. [ male announcer ] the markets keep moving. make sure the news keeps coming with thinkorswim by td ameritrade. use the news links breaking stories with possible breakout stocks, options with potential opportunity, futures and forex with in-depth analysis. it's an all-you-can-eat buffet for all things trading. thinkorswim by td ameritrade. it doesn't just deliver news. it's making news. trade commission free for 60 days, plus get up to $600 when you open an account. [ male announcer ] trading's like a high-speed train. and you don't want to miss it with thinkorswim by td ameritrade. you get knock-your-socks-off tools, simple one-click orders, real-time paper trading to hone your skills, plus anytime you need i
china can be opaque and the bad is what we have seen in yum lately. >> if you want updates on our trades because things happen real time mike updated his trade this morning be sure to follow us on twitter and dan posts updates of his trades on twitter. if you are on facebook stay posted throughout the week at facebook.com/optionsaction. got the final call from the options pits next. [ male announcer ] the markets keep moving. make sure the news keeps coming with thinkorswim by td...
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Sep 28, 2012
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. >> quickly no news on yum. the reason i wanted to bring it up, this is a company that has more percentage of its revenues in china than any other company in the s&p 500. so when nike came out and spooked people about china, the owner of kfc and taco bell and pizza hut is getting whacked as well. yum brands down about 1.75%. >>> okay. and facebook is, well, the gift can be a real revenue stream for the beaten down company wall street wants to see some more monetization. >> i'm not on facebook. it's a gifts thing, right? a monetization? >> you can basically send a gift through facebook. click the gifts thing on facebook and send a gift to one of your friends. then of course facebook gets a little cut every time that you send a gift. so again it's one of those things where they're just trying to get another revenue stream. starbucks, magnolia bakery, 1-800-flowers have signed on. i believe about 100 launch partners. they say it's a good signal. they're experimenting. finding other ways to monetize the user base. i
. >> quickly no news on yum. the reason i wanted to bring it up, this is a company that has more percentage of its revenues in china than any other company in the s&p 500. so when nike came out and spooked people about china, the owner of kfc and taco bell and pizza hut is getting whacked as well. yum brands down about 1.75%. >>> okay. and facebook is, well, the gift can be a real revenue stream for the beaten down company wall street wants to see some more monetization....
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Sep 11, 2012
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yum brands 15 years. what i'm saying is, the investors have to take a step back and if you want to get into that action, then you got to understand you're taking a different course. i could have gotten panicked with home pidto when it got down to 18 four years ago. it's 57 today. let's be fair about this. if you're an investor, you won't have the issues you have. if you want to trade, buy everywhere. >> to joe's point it's 12 years a lot of people have been sitting in it. >> depends when you get in. we'll have more from dick grasso and ken langone still ahead. in the next half hour we'll talk business and politics with john paul dejoria, co-founder an ceo of jean paul mitchell systems. we could use that around this table and owner of petrone spirits. if we want to improve our schools... ...what should we invest in? maybe new buildings? what about updated equipment? they can help, but recent research shows... ...nothing transforms schools like investing in advanced teacher education. let's build a strong f
yum brands 15 years. what i'm saying is, the investors have to take a step back and if you want to get into that action, then you got to understand you're taking a different course. i could have gotten panicked with home pidto when it got down to 18 four years ago. it's 57 today. let's be fair about this. if you're an investor, you won't have the issues you have. if you want to trade, buy everywhere. >> to joe's point it's 12 years a lot of people have been sitting in it. >> depends...
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Sep 4, 2012
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look at yum as a short as well. >> you're comparing -- okay. comparing tacos to tiffanys. >> when they missed by a penny, the stock pops that represents the risk. i think you want to be long put spreads. they have the licenses issue. that represents 10% of the sales there. i like put spreads and tiffanys. >> thank you very much. in the meantime, the euro falling by a quarter percent against the u.s. dollar before evening out. get to know mario draghi. that speech will be on thursday. joining us now with a look at how you can trade this week's most important events. i guess kind of says the state of how we are if the most important part of the week is a speech by a european politician, effectively. >> it's not just a speech. it's the actual di sigs from the policy meeting on thursday. the actual economic -- this week, 25 basis points to .5%. we will have to see about that. overall i think the press conference shs which we newsed to announce new policy measures will be a large disappointment to the market simply because he announced a new bond bu
look at yum as a short as well. >> you're comparing -- okay. comparing tacos to tiffanys. >> when they missed by a penny, the stock pops that represents the risk. i think you want to be long put spreads. they have the licenses issue. that represents 10% of the sales there. i like put spreads and tiffanys. >> thank you very much. in the meantime, the euro falling by a quarter percent against the u.s. dollar before evening out. get to know mario draghi. that speech will be on...
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Sep 28, 2012
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you can equate yum. i see people doing that. >> north china sentiment. we mentioned apple. they take a look at qualcomm and say the near-term concerns about iphone shipments are what they call a rough patch for the stock. they think it is going to be temporary but in the near term they keep their buy rating though. >> the sky works solution fund through this apple correction, they want to link it to qualcomm now. going back to what we talked about, a rare mistake by apple. a correctible one? look. i don't think tim cook's credibility should be on the line. he's done a lot of things right. he made a mistake. he's owned it. i'm not going to give up on apple. >> talking about corrections i've been noted via twitter by various people that you cannot really successfully download on 6 the google map application. so another correction for you. >> i'm not leaving the 4 s. >> because of the maps. >> i need maps. the phone was on hold at best buy. they're not taking orders. >> have you felt how light the 5 is? >> so light. >> you wouldn't even know it. >> look, i'm a google map -- ok
you can equate yum. i see people doing that. >> north china sentiment. we mentioned apple. they take a look at qualcomm and say the near-term concerns about iphone shipments are what they call a rough patch for the stock. they think it is going to be temporary but in the near term they keep their buy rating though. >> the sky works solution fund through this apple correction, they want to link it to qualcomm now. going back to what we talked about, a rare mistake by apple. a...
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Sep 26, 2012
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i suggest you swap out of darden even though it was yielding closer to 4%, and told you to get to yum brands. i could pat myself on the back of this one for rallying 20 points, however, darden advanced gaining about 14 points on a $43 basis, roughly 30% run. there are several lessons to be learned. when you own shares in a company that's easy backed up by cash flow, you can afford to be patient and wait for a return. right? no matter what, they're paying you to wait. even if a turn doesn't occur and i could argue it hasn't done all that much, you didn't need to throw the towel in at the same time everyone else did. darden isn't all that much better, be the stock has become more attractive as a reinvestment dividend at a time of low interest rates meaning the competition from bonds is small plus a possibility of a turn, major turn, not just the little one we got and at some point in the future does matter. recently talked about increasing the earnings by 50% over the next few years, something wall street loved. the company then followed with a good earnings report that showed a reaccel
i suggest you swap out of darden even though it was yielding closer to 4%, and told you to get to yum brands. i could pat myself on the back of this one for rallying 20 points, however, darden advanced gaining about 14 points on a $43 basis, roughly 30% run. there are several lessons to be learned. when you own shares in a company that's easy backed up by cash flow, you can afford to be patient and wait for a return. right? no matter what, they're paying you to wait. even if a turn doesn't...
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Sep 12, 2012
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about 15 times earnings, historically traded at 17.6 times earnings and is selling at a discount to yum! brands, which is not a better bred company than mcdonald's, yeah, there are some analysts who stuck with it. but the downgrades, they were thick and furious. mcdonald's is a 3% yielder, and i suspect a dividend boost could be in the works later this year. that's what best of breed companies do. they always have fabulous ceos waiting in the wings like thompson and skinner before him. seasoned pros totally ready for the helm. and if the firm screws up, misses, these execs right the course asap and you end up with a terrific buying opportunity whenever they get hammered and whenever fear is driving the sellers. mcdonald's is not alone. how about this coach? coach is best of breed. it's a best of breed handbag company and produced terrific returns over time traveling from $11 in 2009 to $80 this spring. and that's where it peaked. not that long after the company reported a terrible quarter, falling from $62 down to $51. yeah, that is an incredible dive. now, when i reported that miss, ma
about 15 times earnings, historically traded at 17.6 times earnings and is selling at a discount to yum! brands, which is not a better bred company than mcdonald's, yeah, there are some analysts who stuck with it. but the downgrades, they were thick and furious. mcdonald's is a 3% yielder, and i suspect a dividend boost could be in the works later this year. that's what best of breed companies do. they always have fabulous ceos waiting in the wings like thompson and skinner before him. seasoned...
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Sep 20, 2012
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the stock getting hit hard on heavy yol yum, down 3.5%. they've reduced prices on some of their classic models of the ugg boot. analysts are basically saying this is going to affect margins for the rest of this year and could prevent margin expansion in 2013. it's not good when it comes to reducing prices. their assumption is made on demand out there if they're doing that. back to you. >> thanks a lot. markets are well off their lows now down just only nine points. when we come back, the showdown between the president and gop challenger mitt romney heating up. only 47 days left. larry kudlow will sit down here at post nine, give us his take on the race and why the deciding factor, contrary to what many think, might not be jobs. ♪ ♪ ♪ [ male announcer ] introducing a reason...to look twice. introducing a stunning work of technology -- the entirely new lexus es. and the first-ever es hybrid. this is the pursuit of perfectio make sure the news keeps coming with thinkorswim by td ameritrade. use the news links breaking stories with possi
the stock getting hit hard on heavy yol yum, down 3.5%. they've reduced prices on some of their classic models of the ugg boot. analysts are basically saying this is going to affect margins for the rest of this year and could prevent margin expansion in 2013. it's not good when it comes to reducing prices. their assumption is made on demand out there if they're doing that. back to you. >> thanks a lot. markets are well off their lows now down just only nine points. when we come back, the...
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Sep 24, 2012
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regulating deposit insurance through guarantees, they don't want to be having a special extra people yum which could be used to bail out depositors in spain. there's a very big underlying risk here which is if you have a standardized system of deposit insurance, then if one country were to leave the and you are row, who would be actually paying and sxwaguaranteeing tho ghoss. liabilities could potentially be very large because we're talking about literally trillions of deposits that would need to be covered under deposit insurance and that's all connected into the banking supervision point. and i do think it's important that the eurozone does think very hard about the design of this. as we know, there could be important issues. it's important to have the political legitimacy as well as a system that is designed well on a technical basis. and there's also the issue of the euro area in relation to the wider eu. so lots of potential issueses, but at the same time, it's important that these leaders do press on with this because certainly the euro area is exposed to a major shift of deposits
regulating deposit insurance through guarantees, they don't want to be having a special extra people yum which could be used to bail out depositors in spain. there's a very big underlying risk here which is if you have a standardized system of deposit insurance, then if one country were to leave the and you are row, who would be actually paying and sxwaguaranteeing tho ghoss. liabilities could potentially be very large because we're talking about literally trillions of deposits that would need...
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Sep 14, 2012
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you'll hear a lot of people talk this weekend about the lack of vool yum. if you look at apple, melissa, this past wednesday, $17 billion was traded in that stock. remember, as stock prices go up, volumes are going to go down. dollar volume is more important as stocks are going up. >> good point there, gary. as we watched apple hit another intraday market high. we're seeing turnaround in some of the financials jpmorgan turning to the negative. intel turning negative. apple still powering higher essentially helping to support the s&p 500 right now.
you'll hear a lot of people talk this weekend about the lack of vool yum. if you look at apple, melissa, this past wednesday, $17 billion was traded in that stock. remember, as stock prices go up, volumes are going to go down. dollar volume is more important as stocks are going up. >> good point there, gary. as we watched apple hit another intraday market high. we're seeing turnaround in some of the financials jpmorgan turning to the negative. intel turning negative. apple still powering...
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Sep 20, 2012
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but take a yum or qualcomm. every cell phone that is now being sold in china pays a royalty if it's on 3g or 4g including the new iphone. so that's how you want to par take in the global growth. china might be slowing down in certain area, but if you have the right manufacturing or right comes, autos are still doing fine even though it's come down. it's still growing three times what we are in the u.s. and if you have the right management team, i think you can make some money. >> since we last saw you, they sped them up. what do you think? >> so japan is joining in the game. >> we knew this was going to happen. >> yeah. >> they have a currency problem and they'll try to use their brand of qe to attack that. they have a shrinking population. they are still recovering from their triple disasters. trying to phase out their nuclear reactors. japan has been turned upside down. >> isn't this a race to the bottom? meaning everybody's going to ease. just how quickly and when. >> the united states has not had a current t
but take a yum or qualcomm. every cell phone that is now being sold in china pays a royalty if it's on 3g or 4g including the new iphone. so that's how you want to par take in the global growth. china might be slowing down in certain area, but if you have the right manufacturing or right comes, autos are still doing fine even though it's come down. it's still growing three times what we are in the u.s. and if you have the right management team, i think you can make some money. >> since we...
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let me show you a couple things getting vom yum today. metals and mining etf. people are desperate to get into basic materials after underperformance for a while. this is one month. you can buy these. all the metal and miners in the last few day. look at that. they're up again today as you can see 1%. take a look at some stocks that are in this. cliffs natural resources. iron ore makers. iron ore pel let makers. nobody wanted this. 18 analysts, six of them lowered the price target in the last month. stock was at a multi-year low. look what happened in the last few days. the volume, you can't see a volume chart here, but the volume went through the roof. all the analysts kept downgra downgrading the stock. suddenly everybody wanted to own it last week and everybody got caught and had to start buying in on the stock. up another 3% today. nothing really happening there. but people want in. this is what i mean about people playing catchup. take a look at the russell 1,000 value intex. fancy words for stocks underperforming for a while. on the growth side. look at t
let me show you a couple things getting vom yum today. metals and mining etf. people are desperate to get into basic materials after underperformance for a while. this is one month. you can buy these. all the metal and miners in the last few day. look at that. they're up again today as you can see 1%. take a look at some stocks that are in this. cliffs natural resources. iron ore makers. iron ore pel let makers. nobody wanted this. 18 analysts, six of them lowered the price target in the last...
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Sep 26, 2012
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i think yum brands which has a surprisingly large operation in china is going to get hit by the slowdown. so understanding china now i think is really important in both the board room and particularly for the small retail investor. >> sure. it'd mean a big deal for jobs here too if those manufacturers are listening and moving the jobs back. thank you very much, we appreciate your time. >> great to be with you, becky. >> coming up, double the guest hosts, double the fun, more about the global markets and economy at the top of the hour. so -- tell me again what happened. i was downstairs making coffee, and we heard it. it just came crashing through the roof, out of nowhere. what is it? it's our ira. any idea what coulda caused this? maybe. i just sorta threw a little money here, a little money there. and i loaded up on something my dentist told me was hot. yeah. ♪ there's natural gas under my town. it's a game changer. ♪ it means cleaner, cheaper american-made energy. but we've got to be careful how we get it. design the wells to be safe. thousands of jobs. use the most advanced techno
i think yum brands which has a surprisingly large operation in china is going to get hit by the slowdown. so understanding china now i think is really important in both the board room and particularly for the small retail investor. >> sure. it'd mean a big deal for jobs here too if those manufacturers are listening and moving the jobs back. thank you very much, we appreciate your time. >> great to be with you, becky. >> coming up, double the guest hosts, double the fun, more...
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Sep 11, 2012
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mcdonald's is back, not bigger than ever, but mcdonald's is back and the evaluation is lower than it is in yum, which if you're worried about burberry, they could be traded together. remember, people get married at kfc in china. >> not burberry. they've got factories that produce handbags left and right, it's just they haven't checked off on them. but i think that mcdonald's surprised people. there were a lot of people who downgraded it over and over again. and, you know, it didn't take much. >> still some worries about germany and southern europe, which are offsetting anything that's going right in the uk or in france. >> fxe at 127, they were using kind of a 123 model, fxe being the euro. suddenly going to start hearing if the euro stays up here, you know what? we were a little too negative on the euro and the translation could help. >> just a push back a little bit, though, in terms of mcdonald's and the comeback part of the story. the u.s., highly promotional in terms of the coffee giving away for $1. we didn't see same-store sales based on the highly controversial activity, do we need to
mcdonald's is back, not bigger than ever, but mcdonald's is back and the evaluation is lower than it is in yum, which if you're worried about burberry, they could be traded together. remember, people get married at kfc in china. >> not burberry. they've got factories that produce handbags left and right, it's just they haven't checked off on them. but i think that mcdonald's surprised people. there were a lot of people who downgraded it over and over again. and, you know, it didn't take...