Valens Equity Weekly Insights and Inflections for May 26, 2020
Company Specific Highlights & Insights:
ARMK, ASGN, BHC, CVS, DHI, EMR, EXLS, GOOGL, LGIH, LPLA, LVGO, PINC, SEDG, TWTR
Aggregate ECF™ Trend Analysis:
Management confidence continued to show robust levels in February but unsurprisingly saw a sharp decline with the increasing uncertainty of the near future in March and April. The first two months of the year saw a strong recovery in management outlook in Q4 2019, a sign that management teams continued to show optimism about investing in growth before the coronavirus pandemic outbreak.