Medicare audits, pre -car parts, solar: trend kicker

00:00 Speaker A

Now time for some of today's trend kickers. We observe health insurers, advanced auto parts and solar shares. Let's first talk about health insurance shares. The centers for Medicare and Medicaid services announce an expansion of Medicare Advantage audits. Humana takes the greatest success of the great insurers. It has dropped by about 4%. United Health decreases slightly, but of course it has been falling lately. CVS down a little more than 2%. This increases and extends the exam that these plans already had here. Um, you know, United Health, some of his examined plans. Jeremy Schwartz is still with me here. Insurance shares, of course I mean, it was mainly run by United Health. Yes. But for many of them it was a difficult slog.

01:22 Speaker B

Yes. You know that they also had all kinds of idiosyncratic stories with the CEO issues. They know that they also got under fire from Trump when he talked about reducing prescription medication prices, these large numbers, such as 30 to 80%. And it's like the Pharmacy Benefit Managers, the PBMs are.

02:12 Speaker B

For United, there is a larger source of income than for Humana, but it is a third of your income from some of these PBMS. And if you are injured if you can actually avoid some of the PBM managers who try to lower prices? They are attacked by this element within the administration.

03:07 Speaker A

Right. At this point when it comes to the regulatory examination of these companies. Next we will also look at extended auto parts. These shares increase after the company has confirmed its instructions for the year as a whole. The retail of the auto section also hands over expectations in the first quarter. The CEO says that the tariffs have created a highly dynamic economic environment, but expects the company to make progress in the reduction options. Now I don't know anything about you, Jeremy, whenever I see a step like this, yes.

04:02 Speaker A

In response to income that appears so oversized, I go directly to the brief interest. In fact, according to Bloomberg data, advanced auto parts contain about 18% of his swimmer, which is high for those among them.

04:40 Speaker B

Yes. They think about some of the main tactics that are exposed to the risk of tariffs, and auto parts were an important discussion. If you have these 25% tariffs and where you produce worldwide, this can be one of these key areas. Uh and then you get the actual results and now yes.

05:16 Speaker B

We haven't seen the actual tariffs yet. The tariffs are just coming in and they will know them from them, the next few weeks are actually when they start to see some of them. But it is one of these shares that was the main focus -right.

05:56 Speaker B

Hit because of this expectation, but you could hit what you deserve and you are a yes.

06:11 Speaker A

Yes. I mean that this company tried to turn around. You have closed some poorly powerful shops. The comparable sales still fell by 6/10 of 1%, but that was much better than the decline of 2%, from which analysts were expected. And finally we look at solar shares. They fall after the house has passed this tax bill. It ends a bit earlier than Clean Key Clean Energy Credits than expected. The legislation ends these tax credits for installers who rent the equipment to customers. Some analysts call the calculation worse than fear. Now they don't fall out immediately, but they will expire earlier than was expected. When this draft law goes through, as this current design shows here, you will see how Sunrun falls a fall, 38%. Around 15%. The edge of the sun by about 25%. Now these companies are sitting in different parts of the stack. Sunrun is the installer. Enphase, around, its devices basically helps to transfer the solar power into the stream of the house by batteries. Solar edge too. So you are affected differently, depending on where you are looking for. We were able to see changes to the invoice, as our Ben Worshkow said before. Some of the states that are red states have actually dependent on these credits, and there are the solar companies. So we will see how it turns out, but these are big, large movements.

08:45 Speaker B

Well, the management of this section that was Nvidia, you know what the number one story is, is the KI -Macht demand. What do you need for these chips? You need strength. You need energy. So there is this trade in which the supply companies deal a lot with AI games, and they have many large energy companies that need solar as part of the IT substitution, but on. We not only call it energy transfer, but also energy deduction. You need more energy. So how I think that part of the case for Solar is actually there in the long run. How does the administration support it now? What are the credits compared to demand and needs?

09:58 Speaker B

But whether it is nuclear, solar, natural gas, all sorts of energy, we will need a lot more of it.

10:13 Speaker A

Right. And um, you know, up to your point there, um, I also checked some of the nuclear companies because there are some provisions in the law. And we see some increase there. So we will see how everything goes out when the Senate gets the bill back. And you can scan the following QR code to track the best and worst stocks with the trend -stickers page of Yahoo Finance.