August 30, 2017

Valens Equities Weekly Insights and Inflections for August 30, 2017


Market Insights
Most Compelling Long Ideas
FB,  FSLRLGIHGRMN,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.

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