YUM: Adding Yum! Brands to Investing Ideas

Takeaway: We are adding Yum! Brands to Investing Ideas.

As a reminder, we took YUM off for the quarter.


Now that that’s out of the way, it's back to Hedgeye Restaurants analyst Howard Penney's breakup "sum of the parts" thesis and analysis.

YUM: Adding Yum! Brands to Investing Ideas - 11

Cartoon of the Day: Collision Course

Cartoon of the Day: Collision Course - Draghi cartoon 02.09.2015

ECB head honcho Mario Draghi has his hands full these days.

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"Ride The Horse, Short The Pig." McCullough Talks Pair Trading on RTA Live


In this excerpt from today's edition of RTA Live, Hedgeye CEO Keith McCullough weighs in on what to look for when considering a pairs trade in response to a subscriber question.

RTA Live is a run-down of Hedgeye's Real-Time Alerts positions followed by live Q&A with Keith McCuollough, available EXCLUSIVELY to Real-Time Alerts subscribers. Sign up HERE for access.

February 9, 2015


In today's edition of RTA Live, Hedgeye CEO Keith McCullough breaks down all of the Real-Time Alerts positions as of 10:30AM on 2/9 and takes subscriber questions on the Russell 2000,  recent moves for MLPs like $LINE and $BWP, and his thoughts on pair trading within an industry. 


Takeaway: A very weak start to February even after considering the CNY shift


We continue to think that a down 35% February suggests Macau fundamentals are stable with recent monthly volumes. However, if the first week of February is any indication, the trend may be worsening. 


Please see our detailed note:


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