Most Compelling Long Ideas
COF, CRUS, CVS, FSLR, GRMN 

Most Compelling ECF™ Inflections
MA, ABBV, MO, EBAY, WMT

Company Specific Highlights & Insights:
AGN, ALGN, AXL, BA, BKNG, CSTM, EFX, IT, KBH, KO, LEN, MCO, MMM, MO, MSFT, MYL, NVDA, TDG, V, VRSK, XYL

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.