Valens Equity Weekly Insights and Inflections for January 26, 2021
Company Specific Highlights & Insights:
AAP, BERY, DELL, FLIR, GD, GM, HZNP, IAC, IDXX, IT, MKSI, RBC, SBUX, UTHR, VSAT, WDC, WGO, WH, YELP
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.