September 27, 2017

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.

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