Most Compelling Long Ideas
FB, FSLR, LGIH, GRMN, WGO
Most Compelling ECF™ Inflections
Company Specific Highlights & Insights:
BZH, NKE, TGT
ADM, AVB, BAC, C, DLPH, FIS, FTR, HM B:CHE, INCY, JPM, LEN, LUV, NSC, STZ, UNT, WFC
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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