September 20, 2017

Valens Equity Weekly Insights and Inflections for September 20, 2017


Market Insights
Most Compelling Long Ideas
FB, FSLR, LGIH, GRMN, WGO

Most Compelling ECF™ Inflections
UHS, GPS, LH, IRM, VWS:DNK

Company Specific Highlights & Insights:

BDX, LOW, PX,
2914:JPN, AET, AMT, CAT, CRM, FOXA, KO, NEE, NVEE, PANW, RTN, RY:CAN, SCI, TDG, TJX

Management confidence levels appear to be trending positively. In October 2015, 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 August 2017. Management teams may finally be growing more confident about investing.

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