November 8, 2017

Valens Equity Weekly Insights and Inflections for November 8, 2017


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

Most Compelling ECF™ Inflections
UHS, GPS, LH, VZ, AVB

Company Specific Highlights & Insights:

KSU, SLB, URI
700:HKG, BRK.B, CAH, CP:CAN, DLPH, EBAY, FAST, FSLR, GNTX, IBM, JNJ, LRCX, ROST, SVU, ULTA, VZ

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

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