Valens Equity Weekly Insights and Inflections for February 16, 2021
Company Specific Highlights & Insights:
ADNT, AMZN, BKR, CHGG, CSX, FB, GOOGL, LRCX, MA, MDLZ, PTC, RHP, SMG, UAA, UNP, ZTS
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 somewhat through Q3, however they remain at more bullish levels, signaling a willingness to invest when fundamentals are more normal.