Portfolio Manager & Principal, HORAN Capital Advisors
Contributor's Links: HORAN Capital Advisors

David Templeton, Portfolio Manager & Principal, is a senior strategist and advisor at HORAN Capital Advisors. David has extensive experience in portfolio construction, security selection,development of investment policies and portfolio allocation strategies for individual and institutional ... more

ALL CONTRIBUTIONS

Small Business Continues To Be Highly Optimistic
Today's NFIB Small Business Optimism Index was reported at a strong 107.4, down only 1.4 points from the Index's 45-year August high.
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Dollar Defies The 7-Year Cycle
Historically the U.S. Dollar has had a tendency to exhibit strength over a 7-year cycle. In July of this year the Dollar strength cycle crossed into its eighth year though, as seen in the included charts.
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Emerging Markets: An Opportunity?
For a period of time this year, the U.S. equity market avoided the weakness that was occurring in many other equity markets around the world.
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Much To Like About The Economy
Recent equity market volatility has raised the question about the health of the current economic expansion.
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VIX Curve Moving Back Towards Contango A Positive For Stocks
As the near-term VIX begins to decline or fall below the future VIX or VXV​, the equity market tends to move higher.
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Fall 2018 Investor Letter: A Midterm Election Year
History shows the fourth quarter of a midterm election year combined with the first quarter of the following year are the two strongest returning quarters for the market over the four-year presidential cycle.
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Comments

Latest Comments
If Earnings Matter, Equity Valuation Looks Attractive
4 months ago

The 9.7% does seem like a sharp reversal lower, but the YOY comparison in 2019 back to 2018 is going to difficult to to the larger 2018 result, i.e., 'base effects'. Also, the 9ish percent growth rate is near where earnings estimates stood in December 2017, prior to the tax cut benefits. Certainly, if reinvestment translates to higher sales, earnings growth could be quite a bit higher than the 9.7% anticipated at this point in time.

Thanks for the comment Zev.

David

Dogs Of The Dow Continue To Exhibit Strength
2 years ago

Readers may find the article, Supply Side Recession vs. Demand Side Expansion, of interest. The article points to the commodity weakness to one of excess supply versus weaker demand. www.financialsense.com/.../supply-side-recession-demand-expansion

In this article: CAT, CVX, IBM, MRK, PFE, PG, VZ, WMT, XOM, CSCO
1 to 2 of 2 comments

STOCKS I FOLLOW

AFL AFLAC Incorporated
AOD Alpine Total Dynamic Dividend Fund
BAC Bank of America Corporation
BBT BB&T Corporation
DCI Donaldson Co Inc.
DIA SPDR Dow Jones Industrial Average
DOV Dover Corp
EMR Emerson Electric Co.
FNMA Fannie Mae
FXI iShares China Large-Cap
GLD SPDR Gold Trust ETF
HIHO Highway Holdings Limited
HRL Hormel Foods Corporation
ITOT iShares Core S&P Total U.S. Stock Market ETF
IYR iShares Dow Jones U.S. Real Estate Index Fund
LLTC Linear Technology Corporation
MCD McDonald's Corporation
MDT Medtronic Inc.
MSFT Microsoft Corporation
NUE Nucor Corporation
ORCL Oracle Corporation
PAYX Paychex Inc.
PEP PepsiCo Inc.
PG Procter & Gamble Co.
RPM RPM International Inc.
SNV Synovus Financial Corp.
SPY SPDR S&P 500
SVU SUPERVALU INC.
SWK Stanley Black & Decker Inc.
SYK Stryker Corporation
SYY SYSCO Corporation
TGT Target Corporation
TJX TJX Companies Inc.
TROW T. Rowe Price Group Inc.
UTX United Technologies Corporation
VVC Vectren Corp
WBA Walgreens Boots Alliance, Inc.
WFC Wells Fargo & Co.
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TWEETS

PERSONAL BLOG

Latest Posts
Individual Investors Like The FANG's Ex Alphabet
The FANG's ex Alphabet (GOOGL) continue to draw investor interest. The only top 10 stock seeing net selling activity is Gilead Sciences (GILD)

Work Experience

Principal and Portfolio Manager
HORAN Capital Advisors
May 2010 - Present (8 years 8 months)

Work with clients in portfolio construction, security selection, development of investment policies and portfolio allocation strategies.

Vice President
Fifth Third Bank
December 2002 - May 2010 (7 years 7 months)

Also Portfolio Manager

Vice President
PNC Advisors
October 1991 - December 2002 (11 years 4 months)

Also Portfolio Manager

Education

Xavier University - Williams College of Business
MBA
1989 / 1991
Accounting
Indiana University - Kelley School of Business
BS
1981 / 1984
Finance

Publications