Did you miss "Mad Money" on CNBC? If so, here are some of Jim Cramer's top takeaways.
Nearly 10 months ago, Cramer told viewers to buy shares of Yum Brands (YUM) - Get Report and sell its counterpart, Yum China Holdings (YUMC) - Get Report . Since that recommendation, shares of Yum are up 11%, while Yum China has fallen over 5%. What should investors do now? Cramer took a fresh look to find out.
The difference in these two stocks' performance comes down to expectations and execution, Cramer said. Yum China was supposed to be the faster growing of the two, forecasting 15% annual growth and a tripling of its store count. But in reality, the company hasn't been living up to its potential.
Meanwhile, Yum Brands was also supposed to deliver 15% earnings growth and the company delivered 20% instead. KFC saw sales rise by 13% and Taco Bell by 4%, leaving only the beleaguered Pizza Hut seeing a 7% decline. While that's not perfect, Cramer said it's better than anyone had hoped.
Since talk of trade wars began in March, shares of Yum China have only gotten worse, as its U.S. counterpart continues to rise. That's why Cramer said he's sticking with his original recommendation.
Cramer and the AAP team are bringing WestRock Co. (WRK) - Get Report , the No. 2 North American container board producer, out of the bullpen. Find out what they're telling their investment club members and get in on the conversation with a free trial subscription to Action Alerts PLUS.
Over on Real Money, Cramer says keep an eye on Skyworks Solutions (SWKS) - Get Report CEO Liam Griffin because he knows how to play the game. Get more of his insights with a free trial subscription to Real Money.
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At the time of publication, Cramer's Action Alerts PLUS had a position in WRK.