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  • Yum! Deserves China Discount; Not China Premium

    Published: February 08, 2013

    That fact that a $30 billion market cap company with an admirable track record of success lowered its guidance twice within a few weeks raised a red flag. It shows the business has near-zero visibility and no control of its fate in its country of operation. To add insult to injury, the overly opt...

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  • Greek Contrarian Opportunities: Coca-Cola Hellenic (NYSE: CCH)

    Published: June 04, 2012

    The stock has been dumped by investors because of its "perceived" exposure to Greece, where the company is headquartered. In reality, Greece represents a mere 6% of revenues and around 7% of income. The company has a very diversified portfolio of markets and whatever happens to Greece, CCH will c...

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