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Valens Equity Weekly Insights and Inflections for January 23, 2019

January 23, 2019

Market Insights
Most Compelling Long Ideas
COF, CRUS, FB, WGO, LRCX

Most Compelling ECF™ Inflections
NDAQ, RPM, NTES, ROK, MEG:CAN

Company Specific Highlights & Insights:

SQ, YUM, ZTS
ALXN, CERN, EA, EQT, GLEN:GBR, GWW, INCY, IRM, IT, JD, LUV, ROK, SHW, STZ, TJX, VAR

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.

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