December 20, 2017

Valens Equity Weekly Insights and Inflections for December 20, 2017


Market Insights
Most Compelling Long Ideas
FB, WGO, DHI, PLNT, GOOGL

Most Compelling ECF™ Inflections
FSLR, VZ, RCII, AVB, MAR

Company Specific Highlights & Insights:

DLX, PANW, TMO
7203:JPN, AER, AGN, AMKR, AN, AVP, BA, BBY, CHK, CNXLMT, SUM,  UIS, UNP, V, WYN

Management confidence levels appear to be trending positively. In October 2016, 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 September 2017. While the ratio dipped in October, if the ratio recovers again in November, this would point to management teams finally growing more confident about investing.

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