Ms. Bari: Our current universe consists of five quick-service restaurant stocks. Those are: Strong Buy-rated Papa John's (PZZA), Buy- rated McDonald's (MCD), Tricon (YUM) and Foodmaker (FM); and Market Perform-rated Wendy's (WEN). We anticipate initiating coverage of some casual dining companies in the intermediate term.
TWST: Might you add some of the smaller cap restaurants?
Ms. Bari: Today we follow two small cap restaurant companies, Papa
John's and Foodmaker, both just over $1 billion in market cap.
TWST: Small cap just keeps getting bigger!
Ms. Bari: That's correct.
Tickers included in this excerpt: FM, MCD, PZZA, WEN, YUM
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