March 7, 2018

Valens Equity Weekly Insights and Inflections for March 07, 2018


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

Most Compelling ECF™ Inflections
GPS, INTU, VZ, X, ORCL

Company Specific Highlights & Insights:

DHI, GRMN, MNK
ALB, BABA, BMY, CHTR, DIS, FB, FSLR, LGIH, MO , MSFT, PM, SLB, TEMN:CHE, THRM, TPC, UNP, VRX

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, the ratio has since recovered in December and January, pointing to management teams growing more confident about investing.

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