Most Compelling Long Ideas
COF, CRUS, CVS, FSLR, GRMN
Most Compelling ECF™ Inflections
ABBV, MO, EBAY, HLT, ACAD
Company Specific Highlights & Insights:
AMZN, BBY, BKD, CHRW, COST, DLR, EQT, GD, IRM, JD, LDOS, LUV, MAS, MBUU, MTD, OMC, SHW, SYY, TTWO, YUM
Aggregate ECF™ Trend Analysis:
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.