Most Compelling Long Ideas
CVS, CRUS, EBAY, COF, WGO
Most Compelling ECF™ Inflections
MA, ABBV, MO, URI, ACAD
Company Specific Highlights & Insights:
ANTM, BERY, BP.:GBR, CTXS, DAL, EPD, GNTX, HDS, IBM, INTU, KBH, LB, MCFT, MIDD, MPW, MPWR, PEP, POST, QRVO, SERV, SUPN
Aggregate ECF™ Trend Analysis:
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.