Valens Equity Weekly Insights and Inflections for October 25, 2017
Market Insights
Most Compelling Long Ideas
FB, FSLR, LGIH, GRMN, WGO
Most Compelling ECF™ Inflections
UHS,GPS,LH,AVB,CTXS
Company Specific Highlights & Insights:
BZH, NKE, TGT
ADM, AVB, BAC, C, DLPH, FIS, FTR, HM B:CHE, INCY, JPM, LEN, LUV, NSC, STZ, UNT, WFC
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.