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Valens Equity Weekly Insights and Inflections for January 31, 2018

January 31, 2018

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

Most Compelling ECF™ Inflections
FSLR, VZ, INTU, DE, RCII

Company Specific Highlights & Insights:

ARMK, MTD, SBAC
6501:JPN, ALV, ALXN, AXL, DLPH, ETN, HII, JCP, MPC, NSC, OSK, RPM, WY, ZTS

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 October 2017. While the ratio dipped in November, if the ratio recovers again in December, this would point to management teams finally growing more confident about investing.

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