July 12, 2017

Valens Equities Weekly Insights and Inflections for July 12, 2017


Market Insights
Most Compelling Long Ideas
FBCTXSFSLRGRMNTWTR

Most Compelling ECF™ Inflections
UHSSTVWS:DNKVZLH

Company Specific Highlights & Insights:
IFF, LEA, LHA:DEU, SBAC, SCI, TSCO, ULTA, ZAYO

Management confidence levels continue to be volatile, ranging between 24 month highs and 24 month lows in the past 6 months. In April, Management Confidence spiked higher, but the metric subsequently rolled over in recent months, falling to the low end of its range. This signaling that growth remains elusive, as management teams continue to not be confident enough to invest in their businesses.

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