Valens Equity Weekly Insights and Inflections for January 19, 2021
Company Specific Highlights & Insights:
ANET, AVB, BAH, CAH, DIS, DISH, ENR, EPAM, EQR, G, INCY, LDOS, MAS, ON, TPX, URI
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.