Valens Equity Weekly Insights and Inflections for February 9, 2021
Company Specific Highlights & Insights:
AYX, BLKB, CBRL, CME, CVX, DVA, FRT, HD, HES, KEYS, LLY, MCD, NTCT, TGNA, TPR, UHS, VGR, VMW, WDAY, XOM
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.