sahtt

While in china a few weeks back I didn't see any of the new chinese food places. KFC and Pizza Hut are absolutely banking though, zero doubt about it. They have decent penetration in larger cities as well. Every train station has a KFC/Pizza Hut for instance and most of them are within a year or two old. I watched the same show last night. Not sure if you caught it, but the CCTV building they are about to finish up behing Melissa Lee while she was in beijing is freaking NUTS!

PearlwhiteS2k

So I'm wondering why are you selling YUM? If you don't mind me asking what price did you pay for YUM?

trainwreck

i paid 37.xx got my dividend earlier this month. i am holding onto it pretty much for the next 30 years. i see no reason to sell.

who doesnt like pizza and fried chicken?!?!?!?!?

PearlwhiteS2k

[QUOTE=trainwreck,Aug 8 2008, 11:13 AM] i paid 37.xx got my dividend earlier this month.

chroot

Do you guys think it's too late to get in on the rally in health care?

- Warren

PearlwhiteS2k

Hey Warren welcome back onto the board. Last time I seen your post was when we were falling off the cliff. I'm not too sure about health but looks to me the tech are going to be doing really good.

sahtt

I like YUM and will continue to, but at 38+ I'm a seller today. I sold a third of my position. My cost basis is a tad over 30$. When, not if, it drops under 35 I'll buy more again. Only way I can survive these days is to sell on pops and buy on drops.

AAPL is trading very strong. Yesterday it was rock solid during that down 200 day, I don't think we'll see 140's or lower in AAPL in the near term unfortunately (for me).

chroot

Thanks PearlwhiteS2k. I've still been investing, just haven't been looking for much outside opinion. I've done very well for myself in the last few months with no help from anyone, so I'm actually even a little hesitant to ask for opinions now. I don't know much about the the health care industry, but it seems like a good place to put some money. I just don't know if I'm too late for the party.

I hope your portfolio's kicking butt too.

- Warren

PearlwhiteS2k

Not too bad. So far my Portfolio is up about 7% . If you don't mind me asking what's your YTD return?

cthree

Do you really want to have that much tech?