Valens Equity Weekly Insights and Inflections for April 20, 2021
Company Specific Highlights & Insights:
BLKB, CGNX, CLF, CMD, DXC, FOXF, GATX, HFC, HGV, HRB, IONS, LAUR, MD, MHK, NXST, SAFM, SFM, SJM, TGNA, VMW
Aggregate ECF™ Trend Analysis:
Management confidence showed a robust recovery in May through July after the pandemic-driven drop in management confidence earlier this year. The “green shoots” in May through July did moderate somewhat through Q3, however they remain at more bullish levels, signaling a willingness to invest when fundamentals are more normal.