Research

Valens Equity Weekly Insights and Inflections for April 10, 2019

Most Compelling Long Ideas
COFCRUSFBWGOLRCX 

Most Compelling ECF™ Inflections
JPM, GPKMARPMWMT

Company Specific Highlights & Insights:

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Management confidence levels appear to be gaining positive momentum, particularly in the last several months; breaking off their stationary trend for two years. The ratio has consistently remained above 2016-2017 levels, pointing to management teams growing more confident about investing. In particular, this has been signified by a sustained rise in highly confident markers, as opposed to a decline in management concern, pointing to renewed optimism.