Valens Equity Weekly Insights and Inflections for May 11, 2021
Company Specific Highlights & Insights:
ADSK, AEP, AYI, BBY, CPB, DE, DELL, ENBL, EXC, GM, HD, KR, MTN, MU, SNX, TDOC, TJX, WRI, XEC
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.