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Valens Equity Weekly Insights and Inflections for January 30, 2019

January 30, 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:

COST, DISC.A, SBAC
ABC, AVGO, AZO, BMRN, CTRP, CXO, FLS, LHA:DEU, MCK, STZ, ULTA, XRAY

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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