David Templeton

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

Following: 47 Followers: 1583

ALL CONTRIBUTIONS

Consumers Are Buying
Monday, July 16, 2018 6:57 PM EDT
On a year over year basis total retail sales increased 6.6% as of the end of June.
In this article: XRT
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Sentiment Is Widely Positive
Thursday, July 12, 2018 2:30 PM EDT
The AAII report shows bullish individual investor sentiment jumped 15.2 percentage points to 43.1% this week.
In this article: SPX
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Looking Under The Headline NFIB Small Business Optimism Index Level
Wednesday, July 11, 2018 4:46 PM EDT
Evaluating this type of data is useful in that it can provide some lead time into a potential slowing of the economy; hence, a negative impact on the equity market.
In this article: SPX
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The Economy Is More Than Just Jobs But...
Friday, July 6, 2018 3:54 PM EDT
The job market is tight and a few yellow flags seem to be waving. On the other hand, much of the other economic and business news is favorable.
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Dogs Of The Dow Living Up To Their Name This Year
Wednesday, July 4, 2018 3:39 PM EDT
So far in 2018, the Dogs of the Dow investment strategy is a losing one relative to the return on both the Dow Jones Industrial Average and the S&P 500 Index.
In this article: SPX Also: IBM, KO, MRK, PFE, PG, VZ, XOM, CSCO
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Oil Supply Continues To Trend Lower
Tuesday, July 3, 2018 5:02 PM EDT
The past few weeks have confirmed strong declines in oil inventory levels. Last week's draw-down was 9.9 million barrels and the prior week saw a contraction of 5.9 million barrels.
In this article: OIL, UCO, USO
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Comments

Latest Comments
If Earnings Matter, Equity Valuation Looks Attractive
13 days 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
GLD SPDR Gold Trust ETF
HIHO Highway Holdings Limited
HIHO Highway Holdings Limited
HRL Hormel Foods Corporation
HRL Hormel Foods Corporation
ITOT iShares Core S&P Total U.S. Stock Market ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF
IYR iShares Dow Jones U.S. Real Estate Index Fund
IYR iShares Dow Jones U.S. Real Estate Index Fund
LLTC Linear Technology Corporation
LLTC Linear Technology Corporation
MCD McDonald's Corporation
MCD McDonald's Corporation
MDT Medtronic Inc.
MDT Medtronic Inc.
MSFT Microsoft Corporation
MSFT Microsoft Corporation
NUE Nucor Corporation
NUE Nucor Corporation
ORCL Oracle Corporation
ORCL Oracle Corporation
PAYX Paychex Inc.
PAYX Paychex Inc.
PEP PepsiCo Inc.
PEP PepsiCo Inc.
PG Procter & Gamble Co.
PG Procter & Gamble Co.
RPM RPM International Inc.
RPM RPM International Inc.
SNV Synovus Financial Corp.
SNV Synovus Financial Corp.
SPY SPDR S&P 500
SPY SPDR S&P 500
SVU SUPERVALU INC.
SVU SUPERVALU INC.
SWK Stanley Black & Decker Inc.
SWK Stanley Black & Decker Inc.
SYK Stryker Corporation
SYK Stryker Corporation
SYY SYSCO Corporation
SYY SYSCO Corporation
TGT Target Corporation
TGT Target Corporation
TJX TJX Companies Inc.
TJX TJX Companies Inc.
TROW T. Rowe Price Group Inc.
TROW T. Rowe Price Group Inc.
UTX United Technologies Corporation
UTX United Technologies Corporation
VVC Vectren Corp
VVC Vectren Corp
WBA Walgreens Boots Alliance, Inc.
WBA Walgreens Boots Alliance, Inc.
WFC Wells Fargo & Co.
WFC Wells Fargo & Co.
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TWEETS

LATEST ACTIVITY

Individual Investors Like The FANG's ex Alphabet was just posted to David Templeton's personal blog.
David Templeton Commented on If Earnings Matter, Equity Valuation Looks Attractive:

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...

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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)
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Work Experience

Principal and Portfolio Manager
HORAN Capital Advisors
May 2010 - Present (8 years 4 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