Whilst the company is making acquistions, they are small and not of sufficient size to drive earnings required for the future. The timing of these is interesting...just before the Q1 announcement. I would focus on earnings but, also on sales -especially organic growth- when the q1 numbers come out.
When the KFC oven programme is over I wonder what organic sales will look like? THe overall market is clearly still in a decline according to earlier posts.