Valens Equity Weekly Insights and Inflections for December 22, 2020
Company Specific Highlights & Insights:
AAPL, ADT, AN, ARMK, CRUS, CVS, CYH, DHI, GPN, H, KHC, KSS, LYB, MPWR, NEE, NXPI, PG, R, RAD, TRU
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 some through Q3, however they remain at more bullish levels, signaling a willingness to invest when fundamentals are more normal.