Valens Equity Weekly Insights and Inflections for October 18, 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:
MERC, MU, NSC
AMAG, APC, CBS, CYH, DLB, FDX, HCN, KBH, KRNT, LUV, MPC, SCG, TLRD
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.