Valens Equities Weekly Insights and Inflections for August 30, 2017
Market Insights
Most Compelling Long Ideas
FB, FSLR, LGIH, GRMN,TWTR
Most Compelling ECF™ Inflections
UHS, LH, IRM, VWS:DNK, CNX
Company Specific Highlights & Insights:
FCX, GRMN, MGM, ABT, CRUS, CTXS, FOXF, MYL, NESN:CHE, NOVO B:DNK, ROG:CHE, UNH, VRX, ZG
Management confidence levels appear to be trending positively. In October, the Management Growth Confidence Index started to trend strongly positively for the first time in over a year, a signal confirmed in calls continuing through July 2017. Management teams, particularly from the Energy, Financials, and Technology sectors, may finally be growing more confident about investing.