September 6, 2017

Valens Equities Weekly Insights and Inflections for September 6, 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:

GPS, HD, TXN,AGN, AVGO, BABA, BAS:DEU, BAYN:DEU, CMCM, CVS, DIS, GILD, PCLN, RCL, RDSA:NLD, SAN:FRA, TMO, WYN, X

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 August 2017. Management teams may finally be growing more confident about investing.

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