Valens Equity Weekly Insights and Inflections for December 29, 2020
Company Specific Highlights & Insights:
AMN, BHC, FOXA, FTDR, LMT, MSFT, MTCH, PINC, PLD, SEDG, SWK, SWKS, UIS, WTRH, WYND
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.