Sunday, July 2, 2017

Valens Equities Weekly Insights and Inflections for June 28, 2017

Market Insights Most Compelling Long Ideas FB, CTXS, FSLR, GRMN, TWTR

Most Compelling ECF™ Inflections UHS, ADBE, ST, VZ, LH

Company Specific Highlights & Insights: APD, AXL, BDX, BMRN, CBS, DLPH, FIS, HCN, INCY, MCK, MDR, ROST, RY:CAN, THC, TMO,VWS:DNK,YUM

Management confidence levels continue to be volatile, ranging between 24 month highs and 24 month lows in the past 6 months. In April, Management Confidence spiked higher, but the metric subsequently rolled over in recent months, falling to the low end of its range. This signaling that growth remains elusive, as management teams continue to not be confident enough to invest in their businesses.

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Submitted July 02, 2017 at 09:07PM by Valens_Research http://ift.tt/2shfYZo

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