October 11, 2017

Valens Equity Weekly Insights and Inflections for October 11, 2017


Market Insights
Most Compelling Long Ideas
FB, FSLR, LGIH, GRMN, WGO

Most Compelling ECF™ Inflections
UHS, GPS, LH, IRM, RCII

Company Specific Highlights & Insights:

NTES, RIG, ZTS
ADBE, AR, COF, CSTM, CTSH, HTZ, HUM, JCP, LIN:DEU, MMC, MPC, SII:CAN, TAX, THC, WHR

Management confidence levels appear to be trending positively. In October 2015, the Management Growth Confidence Index started to trend strongly positively for the first time in over a year, a signal confirmed in calls continuing through September 2017. Management teams may finally be growing more confident about investing.

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