Valens Equity Weekly Insights and Inflections for April 28, 2020
Company Specific Highlights & Insights:
AYX, BMY, CHTR, GIS, HD, HSY, IRM, JBL, K, LH, MAR, MCD, PEP, PYPL, SABR, SERV, T, TSLA
Aggregate ECF™ Trend Analysis:
Management confidence continued to show robust levels in February but unsurprisingly saw a sharp decline with the increasing uncertainty of the near future in March. The first two months of the year saw a strong recovery in management outlook in Q4 2019, a sign that management teams continued to show optimism about investing in growth before the coronavirus pandemic outbreak.