October 4, 2017

Valens Equity Weekly Insights and Inflections for October 4, 2017


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

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

Company Specific Highlights & Insights:

BBY, CCO,EBAY
AKS, AMKR, AXL, BLDR, CAR, CLR, ECL, GPOR, HUN, MDR, MRO, PSX, R, TSLA, WMT

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.

Click here to view the report in its entirety.