Most Compelling Long Ideas
FB, COF, WGO, CTXS, GRMN
Most Compelling ECF™ Inflections
MEG:CAN, NXPI, CVI, KBH, NESN:CHE
Company Specific Highlights & Insights:
BHC, PINC, THRM
ABBV, BMY, CAT, CHTR, DHI, DIS, GM, GNTX, KBH, MA, MO, MYL, PLNT, V, VALE3:BRA
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.