Honeywell outlook, Adidas, Amazon & Trump: Trending Tickers

00:00 Speaker A

It's clip present for immoderate today's trending tickers. We are watching Honeywell, Adidas and Amazon. First up, Honeywell raising its afloat twelvemonth net guidance, incorporating the expected effectual tariffs, the company's mitigation actions and volatility and demand. This comes aft the concern conglomerate topped archetypal 4th expectations, but income up astir 8% from a twelvemonth ago. I'm joined by Bob Lane, explosive options method expert to sermon Bob a immense popular successful the shares present to a grade of implicit 5% and absorbing to spot conscionable the grade of quality the institution had to rise its afloat twelvemonth guidance, particularly connected its EPS. What does that awesome to you?

00:54 Bob

Well, it tells maine that they spot a batch of spot coming retired to the backmost fractional of the twelvemonth and truly not excessively overmuch of effect from from tariffs, which is ever going to beryllium a interest present Maddie with uh with immoderate of these companies that are reporting successful this 4th close now. Um I'm looking astatine escaped currency flow. Free currency travel is immense for um for uh for Honeywell this quarter. Also, margins were tremendous uh up adjacent to 20%, which is uh for this quarter, which is overmuch higher than normal. Um backlog grew 9% to uh with a precocious azygous digit bid growth. So immoderate of these metrics and immoderate of these uh aboriginal net uh for uh and orders for Honeywell retired determination truly springiness you a bully uh hint arsenic to what their concern is like. And I deliberation going to the retired years, we're talking astir 2026 and adjacent to 2027. The CEO said that their concern looks robust.

02:19 Speaker A

Yeah, they surely did and that is possibly wherefore you're seeing that popular successful the shares here. But we bash privation to determination connected to Adidas informing it volition person to rise prices connected each US products owed to President Trump's tariffs. The sports apparel institution besides holding disconnected connected boosting its fiscal guidance for the twelvemonth due to the fact that of the uncertainty, contempt beardown archetypal 4th results. Interestingly here, the company's main enforcement saying since we presently cannot nutrient astir immoderate of our products successful the US. These higher tariffs volition yet origin higher costs for each of our products for the US market. So Bob, what's absorbing to maine astir this is simply a institution you benignant of person 2 versions of vulnerability exposure for the retailers, vulnerability to China and however overmuch they tin physique successful the United States. And this institution is saying it's not the vulnerability to China that's the issue. It's the inability to nutrient successful the states.

03:28 Bob

That's right. And I you know, I look astatine this driblet successful in Adidas present arsenic as a immense opportunity. I I would I would instrumentality this accidental to commencement buying immoderate shares and I'll archer you wherefore due to the fact that the competitors are truly faltering close present and and they're tripping implicit themselves trying to fig out, you know, uh wherever they're going to beryllium producing product. I deliberation Nike is uh certainly, you know, evidently the the large subordinate uh successful shoes and successful an diversion wear. They're wondering wherever they're going to beryllium uh producing their their products also. Is it going to beryllium China? Is it going to beryllium India oregon elsewhere? And past erstwhile you speech astir different companies similar uh similar Coca shoes, which are made by um uh I can't retrieve which sanction of the company, but uh we got Hoka shoes which are you know, truly ramped up their concern astir 2 years agone and they they managed to um instrumentality a batch of stock distant from Adidas and from Nike and from Puma and immoderate of these different names. Um but I deliberation they're besides moving into an contented determination um uh with with accumulation arsenic good too. So I deliberation astatine slightest Adidas is coming retired successful beforehand of the occupation close now.

05:01 Speaker A

All right, Bob, we besides privation to get to Amazon's Amazon slammed by the White House for reportedly readying to show the costs of President Trump's tariffs adjacent to the full terms of products connected its website. White House property caput Karen Lever calling it a punctuation hostile and governmental act. But Amazon presently present denying the study that's according to a newsman with the Washington Post citing an Amazon spokesperson saying this was ne'er nether information for the main Amazon website. Instead saying this was astir Amazon hall. Remember Amazon hallway is the rival to Shean to Temu. We've seen Shean and Temu lifting prices importantly implicit the past mates of weeks and again, this is conscionable study according to a Washington Post newsman who did accidental the squad that runs our ultra debased outgo Amazon hallway is considering listing import charges connected products. Never a information for the main Amazon site. I americium retired to aggregate radical astatine Amazon to effort and get clarity connected this this morning. But Bob, arsenic you tin see, this hasn't stopped Amazon banal from suffering a bit.

06:14 Bob

Right. And I'll archer you what, if this is the crushed wherefore Amazon is down today, I I'm successful determination buying with some hands. They person net coming retired aboriginal successful this week. They usually archetypal 4th is not their champion quarter, but I deliberation coming disconnected of a immense vacation play for for Amazon, which was the 4th quarter. This archetypal quarter, I deliberation they're going to travel retired lights out. I deliberation their AWS concern is yet made a immense crook past 4th and they're ramping up their business. Um I deliberation immoderate any driblet present successful Amazon is simply a immense accidental um for uh for investors and traders.

07:08 Speaker A

All right, Bob. Thank you truthful overmuch for our audience. You tin scan the QR codification beneath to way the champion and worst performing stocks with Yahoo Finances trending tickers page.