Analysis of Yum! Brands

Company: Yum! Brands

Business: Fast food chain with Kentucky Fried Chicken, Pizza Hut and Taco Bell.

Active: Very well established in North America, a little in Europe and are stepping heavily into China especially with KFC.

P/E: 18.9

Summary April 2013

Another bad month and the gap is getting wider and wider between me and the DAX index. It makes me slightly concerned because for instance Peter Lynch kept saying that when the stock market dropped by 10% then he also dropped by 10% and when it dropped by 20% then he dropped by 20%. I would very much have liked to be in that situation today however I just do not have the quantity of stocks that he kept in his fond and should therefore also fluctuate much more from index both up and down. Currently mainly down. ;)

Analysis of McDonalds

Company: McDonalds

Business: One of the biggest property holders in the world. Selling beverages and fast food especially hamburgers.

Active: World wide and are very strongly established in North America and Europe. Expanding into other parts. When I was in Delhi I walked into McDonalds there only to see what was on the menu. They always adapt to where they establish themselves. I guess that comes from that focus is in the long run on property and not on what they serve people in the establishment for keeping things running.

P/E: 18.5

Analysis of Starbucks

Company: Starbucks

Business: Selling hot and cold beverages with food, cakes cookies to that drink. They have also started to sell coffee machines and other products considered related to their business.

Active: Strong presence in North America, expanding heavily in Europe and to some extent also in South America and Asia.

P/E: 32.5

Annual report of Asian Bamboo 2012

The annual report from Asian Bamboo was not very well accepted by the shareholders and ti can be found here. By the look of things the few that had remained have now tried to leave stock and it has dropped by over 20%. This means that the stock is now even cheaper than ever before with almost a remained high book value and high growth potential. What I will have to ask myself in the next couple of days is... am I stuck in a value trap here?