00:00 Speaker a
Now it’s time to put some trends today on standby. We’re looking at Honeywell, Adidas and Amazon. First, Honeywell increased revenue guidance throughout the year and incorporated expected effective tariffs, company mitigation actions, and volatility and demand. This comes after the Industrial Group surpassed first-quarter expectations, but sales increased by nearly 8% from the same period last year. Explosive Options Tech Analyst Bob Lane talked with me about Bob’s stock here with a huge stock that is over 5% high and interestingly, only companies have to improve their ability to mentor the year, especially on EPS. What signal does this send you?
00:54 Bob
Well, it tells me that they see a lot of strength in the middle of a year and the impact on tariffs isn’t really much, and it’s always a lot of attention to Maddie, now related to some of these companies that are now reported in the quarter. Well, I’m looking for free cash flow. Free cash flow is huge for UM for Honeywell this quarter. Again, the profit margin is nearly 20% huge UH, which is the UH this quarter, which is much higher than normal. UM backlog increased by 9% in high unit orders. So some of these metrics and some of these UH future earnings UH and honeywell orders do give you good clues about their business. And I think it’s going to be a few years and we’re talking about 2026 or even 2027. The CEO said their business looked robust.
02:19 Speaker a
Yes, of course they did, and that’s probably why you see the popularity of stocks here. But we do want to continue on to Adidas warns that prices of all U.S. products must be raised due to President Trump’s tariffs. Despite outstanding results in the first quarter, sports apparel companies are also insisting on strengthening financial guidance for the year due to uncertainty. Interestingly, the company’s CEO said that because we currently can hardly produce any of our products in the United States. These higher tariffs will ultimately bring higher costs to all of our products in the U.S. market. So Bob, for me, it’s interesting that you have two versions of retailers’ contact, contact China and how much they can build in the US. What this company is not talking about China’s exposure is a problem. This cannot be produced in the United States.
03:28 Bob
that’s right. And I know, I think the Adidas here is a huge opportunity. II I’ll take this opportunity to start buying some stocks and I’ll tell you why, because competitors are really faltering right now and they’re tripping themselves up trying to figure out where they’re going to make the product. I think Nike is certainly um, obviously a big player in shoes and sportswear. They want to know where they will make their own products, too. Is it China? Is it India or elsewhere? Then when you talk about other companies like UH, made by Um Uh, I don’t remember which name of the company, but we got the Hoka shoes you know about, and about two years ago they were really adding their business, and they managed to share a lot of shares in UM, getting a lot of shares from Adidas and Nike and Puma and Puma. Well, but I think they have a problem, well, too, and it’s stuck with production. So, I think at least Adidas is having problems right now.
05:01 Speaker a
Well, Bob, we also want to go to the White House to slam Amazon for Amazon, reportedly planning to show the fees of President Trump’s tariffs on its website. White House Press Secretary Karen Lever called it hostile and political acts. However, Amazon currently denied that the report was cited by a reporter from the Washington Post, which was never considered by Amazon’s major websites. Instead, it’s about Amazon Hall. Remember, Amazon Hall is a competitor to Shean to Temu. Over the past few weeks, we have seen Shean and Temu rise prices, which is only according to a Washington Post reporter who said that running our ultra-low cost team Amazon Hall is considering listing import fees on the product. No major Amazon sites have ever been considered. I’m going to try this out clearly with multiple people on Amazon. But Bob, as you can see, this hasn’t stopped Amazon stock from suffering a little bit.
06:14 Bob
Correct. I’ll tell you what if that’s why Amazon went bankrupt today, I’m there to buy it with both hands. They will earn later this week. They usually have the first quarter not their best quarter, but I think Amazon is a huge holiday for Amazon in the fourth quarter. In the first quarter, I think they will go out. I think their AWS business finally turned the corner last quarter and they are strengthening their business. Well, I think any little bit of Amazon here is a huge opportunity for investors and traders, UH.
07:08 Speaker a
OK, Bob. Thank you very much for your audience. You can scan the QR code below to track the best and worst stocks with Yahoo Finances Triend Tickers page.
