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Portfolio Manager & Principal, HORAN Capital Advisors
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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

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Getting GDP Growth Above 3% Is Attainable
While campaigning Trump stated his policies would return the economic growth rate, GDP, to 3%. A number of economists, along with the Federal Reserve, indicate moving the growth rate of the economy to 3% will be a difficult task.
Market Advance May Have Stalled On Concerns Around Timing Of Tax Reform
For the first few trading days in March, the equity market seems to be consolidating the gains achieved in February. Sideways or small market pullbacks have been a common pattern for the market since the election.
Better Investing Members Net Sellers Of Apple
Periodically I provide a review of what individual members of Better Investing are purchasing. In August BI members reported their top purchase was Apple (AAPL). In regards to Apple, BI members are reporting they are net sellers of the stock now.
Time To Reduce Ones Equity Exposure?
The US stock market has been on a steady climb higher since the November election. From 11/8/16 to 3/1/17 the S&P 500 Index has moved higher by 11.96%. This double digit return has some investors asking if this is the time to reduce equity exposure.
Sentiment In An Elevated Market
With the weekend nearly over and any research or reading completed, most investors now know the Dow Jones Industrial Average has been on a rare eleven day winning streak.
The Significance Of The S&P 500 Yield Falling Below The 10-Year Treasury Yield
For most of 2016 the dividend yield on the S&P 500 Index was greater than the yield on the 10-year U.S. Treasury. Historically, this has served as a positive sign for forward stock price returns.
Recent Outperformance Of Low Volatility A Sign Of Risk Off Ahead?
Since the election in the U.S. it has been a 'risk on' environment for stock investors. Last week though, the Powershares Low Volatility ETF broke out of a sideways trading range to the upside.
Positive Fundamentals And Sentiment Rest On Positive Political Expectations
Two broad issues are having a positive influence on equity prices. The first issue is a fundamental one and related to a much improved corporate earnings picture; the second, the dramatic positive shift in sentiment by both consumers and businesses.
Room For More Debt?
The total debt to book value of equity ratio appears to be at a reasonable level. If anything, it looks like there may be room for additional debt for S&P 500 companies.
Dogs Of The Dow 2017: Know The Strategy's Bets
For investors, if the Dogs of the Dow strategy is one being pursued, it is beneficial to know where the strategy's bets are in terms of stocks and sectors.
YTD Equity Market Declines In 83% Of All Up Years Since 1945
CFRA Research, in conjunction with S&P Global, recently published a report on the probabilities of a market pullback. A number of interesting data points are outlined in the report.
Market Breaks Out Of Sideways Trading Range To The Upside
Over the course of the last three trading days this week, the S&P 500 Index and Nasdaq broke out of the trading range in place since mid-December. We highlighted this range noting sizable corrections are unlikely when earnings are improving.
Buybacks Vs. Capex
Through the end of 2015, S&P 500 companies were contributing a similar percentage of revenue to capex as they were back in 1995 (6.495% in 2015 vs. 6.5% in 1995).
Individual Investors Cautious On Equity Market
Bullish sentiment fell 5.4 percentage points to 31.6% which is nearing an extreme for the reading.
Second Longest S&P 500 Rally Since 1932
The S&P 500 Index return since the October 2011 low is now the second longest since the Great Depression.
Sizable Equity Pullback Less Likely During Periods Of Strong Earnings Growth
The return for many of the the equity indexes subsequent to the U.S. election has been stronger than many expected.The post election spike higher has some investors waiting for a pullback in the market in order to invest cash on the sidelines.
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