First Solar, Yum Brands, Volkswagen: Trendticker

00:00 Speaker A

It is now time for some trend kickers today. We observe stocks of First Solar, Yum Brands and Volkswagen. First, the first solar crash after the reduction of its net instructions for the first year, the company's CEO found the tariffs of President Trump, which was not expected at the beginning of the year. Analysts from the keybank downgraded the share to underweight and found that the company's exposure in overseas was greater than initially assumed. Jay Woods still with me to disassemble it. So not the first company that cuts the instructions on the concern about tariff policy here, but they take an interesting point about how they generally look at Solar.

00:39 Jay Woods

Yes. Well, they knew in the Trump administration that this would not be one of the focus areas, um, since he does not try to help it, they know clean energy shares according to a section of the imagination. And for solar, if you look at it historically, it was technically an opportunity to sell shares, and the stock now goes into the 52 -week low of around 116 and half. It has decreased 29% for the year. We had a nice rally in the solar shares last week. There were some positive news there. Um, but unfortunately the instructions, as expected, are cloudy, you know. And not, we do not believe that this story and solar shares will soon turn around soon.

01:34 Speaker A

Yes, waiting to be clarified is the name of the game here. But next, yum brands. The turnover that declines the expectations of the street in a mixed first quarter when sales with pizza huts of the same shop sales decreased more than expected. The performance of the pizza chain was weakest in the United States, where sales with the same business decreased by 5%. In the meantime, Taco Bell is 9%in the quarter in the quarter with sales with the same business. Despite the sales flour, Yum Brands beat the estimates for adjusted result per share. You can currently reduce your shares about half a percent. Really interesting views of the consumer here because the Taco Bell strength could possibly be a recession indicator, people. I mean, you can get a lot of money for not a lot of money in a Taco bell.

02:21 Jay Woods

Taco Bell is a staple, um, you know, especially for these college students, late nights. But, yes, and a pizza hut. I haven't seen a pizza hut for ages. That brings me back to my childhood. But overall yum brands, not as bad as people expect. They had a solid quarter. They are doing well internationally, where people were a little surprised, okay, this anti -American feeling may stop visiting these American brands, but they did well. And then you have your own weight in the consumer staples sector. It's a bath here, but given the uncertainty everywhere, I don't think Yum Brands is a bad place to be now. Um, of course the instructions will be rosy, as we have discussed with every share that we mentioned today. Who knows what we do? But these staple foods are good. The Taco Brand brand, UH, the Taco Bell brand, um, with which you cannot put on. And these results are solid. Yum Brands is therefore not a bad place to hide and avoid part of this total volatility on the market.

03:46 Speaker A

Yes, admit to the consumer names, maybe it has one who has a touch of resilience to their point of view there. However, we take a look at Volkswagen and report a decline in the operating profit by 37%in the first quarter, since the auto industry tries to control President Trump's tariffs. In his forward consultations, the car manufacturer expects that his net -cashflow will be installed at the bottom of the annual forecasts thanks to the political uncertainty. On Tuesday, President Trump signed an order to relieve some auto tariffs, although a delivery of 25% remains for all vehicles imported to the USA. The tariffs for automatic sub -imports that are supposed to start by May 3 will also progress as planned. The share at the moment fell back by almost 30%, but that over 30% of the first quarter of the first quarter decreased in a quarter in which some others may benefit from the preload, this is not necessarily a great signal.

04:44 Jay Woods

No, that's not a good signal at all. I mean, when people hurry to buy their cars, Volkswagen was unfortunately not at the top of her list. And the sector at the moment is a total avoidance. Even if we get clarity, the edges are simply too thin. It is not the largest growth industry if you like. I know Tesla is an outstanding part there, and that is more of a story of electricity than a car story. But do not surprise the guide who is still waiting to get this certainty. I mean the fact that we have GM, maybe tomorrow, 48 hours, a sign of what they have to do with these car dealers. For me, the car sector is avoiding, and it is no surprise that Volkswagen has dropped by 3% today.

05:42 Speaker A

So well, Jay. Thank you. Great knowledge as always. And you can scan the QR code to track the best and worst stocks on the Yahoo Finances Trending tickers.