Valens Equity Weekly Insights and Inflections for September 27, 2017
Market Insights
Most Compelling Long Ideas
FB, FSLR, LGIH, GRMN, WGO
Most Compelling ECF™ Inflections
UHS, GPS, LH, IRM, VWS:DNK
Company Specific Highlights & Insights:
LULU,MCK,NYT
AI:FRA,BP.:GBR,CNX,CON:DEU,D,DLX,EL,EQGP,KFY,NAV,PLNT,RDSA:NLD,SUM,TSS
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 August 2017. Management teams may finally be growing more confident about investing.