JPMorgan is betting big on Taco Bell, KFC, and Pizza Hut, upgrading Yum Brands despite a slight price target trim. Is this the 'Better Call Saul' of investment opportunities?
JPMorgan is betting big on Taco Bell, KFC, and Pizza Hut, upgrading Yum Brands despite a slight price target trim. Is this the 'Better Call Saul' of investment opportunities?

Hola JPMorgan! My Kinda Guys!

Alright folks Saul Goodman here your friendly neighborhood lawyer and apparently stock market guru in training! Seems JPMorgan's got a hankering for some delicious greasy goodness. They've upgraded Yum Brands (that's Taco Bell KFC and Pizza Hut for you simpletons) from a 'meh' to an 'overweight' rating. Makes me think of my own weight after one too many Los Pollos Hermanos feasts! Remember folks 'If you're committed enough you can make any story work.' And JPMorgan is *committed* to this story!

Money Money Yeah!

Now before you go mortgaging your house to buy Yum stock JPMorgan did trim the price target a tad. But hey who doesn't love a good sale? They're still predicting a 14% jump from where it was. I've seen worse odds at the dog track! Ivankoe is saying that the stock “deserves a revisit in our opinion,” the analyst wrote and I'm saying that they are so right!

Free Cash Flow: The Lifeblood of Any Good Hustle

So why the sudden love for fast food? JPMorgan's citing strong free cash flow a lower valuation and consistent growth. Free cash flow baby! That's the kind of moolah that keeps the lights on and the lawyers paid. Speaking of lawyers if you need help understanding what free cash flow *really* means you know who to call. (Hint: it's not the Ghostbusters.)

New Sheriff in Town: Chris Turner's Tech Savvy Strategy

There's a new CEO in town Chris Turner and rumor has it he's a tech wizard! Apparently he's planning on loading up on technology to drive franchisee returns. That's what I'm talking about! Because technology is where it's at now! We all know in the modern world you need to keep up! So keep that in mind. Technology is the future.

China's Appetite: Bigger Than Walter White's Ego

While us Americans like to complain and moan overseas the bell is ringing! Sales are booming internationally! China's got a serious craving for Yum's offerings growing at a whopping 8.8% annually. That's a lot of Kung Pao Chicken! And I'm sure it is all fingerprint free. Because that's what we like. No complications. No mistakes.

Taco Bell: Still the People's Champ

And let's not forget about Taco Bell! JPMorgan expects them to keep chugging along with 4% global growth with 3% coming straight from the good ol' US of A. Nothing like a late night Gordita Crunch to solve all your problems... or at least distract you from them! Hey 'Better call Saul!' *And* better call Taco Bell!


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