Valens Equity Weekly Insights and Inflections for March 20, 2019

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

Most Compelling ECF™ Inflections
JPM, GPK, NDAQ, RPM, VWS:DNK

Company Specific Highlights & Insights:

EA, LLY, THRM,ADM, APTV, BMY, CAH, CCK, CL, CSCO, CVX, DIS, DWDP, FSLR, GD, GRMN, HCP, IRM, NSC, QGEN, SYY, TDG, TWTR, ZAYO

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.