David Templeton | TalkMarkets | Page 2

David Templeton

Portfolio Manager & Principal, HORAN Capital Advisors
Contributor's Links: HORAN Wealth HORAN Wealth Blog
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 clients. ...more
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17 to 32 of 590 Posts
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Not A Market For The Dogs Of The Dow
Saturday, July 1, 2023 6:59 PM EDT
With the first half of 2023 coming to a close this past Friday, the equity markets rewarded investors with strong performance. Much of the markets' return has been driven by the so-called 'Big Seven" stocks. Let's see how the "Dogs of the Dow" did.
In this article: AAPL, AMZN, MSFT, NVDA, TSLA, RSP, META, SPX, DJI, GOOGL, NOBL
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Money Supply Velocity Increasing Indicating Stronger Economic Growth
Monday, June 26, 2023 11:26 AM EDT
An increasing velocity of the money supply is generally associated with a strengthening economy. In other words, a recession does not seem imminent if using the Quantity Theory of Money as a guide.
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Narrow Market Participation May Be Broadening Out
Sunday, June 25, 2023 10:00 AM EDT
A characteristic of the market advance this year is the fact a small number of stocks are contributing to the advance. Further, the stocks contributing the most to performance are mostly large capitalization companies.
In this article: AAPL, AMZN, MSFT, NVDA, META, GOOGL Also: SPX
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Dividend Payers Lagging Broader Market Badly
Monday, June 5, 2023 1:13 PM EDT
The average return of the payers through the end of May is -3.39% while the average return of the non-payers is up 9.72%.
In this article: CVX, IBM, VZ, DIA, DVY, SDY, SPY, SPX, NOBL
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A Small Number Of Stocks Contributing To The Market's Advance
Sunday, June 4, 2023 6:15 PM EDT
From time to time I note the economy is not the market and vice versa. Being aware of this difference has proven important this year as the S&P 500 Index is up 12.37% through Friday's market close.
In this article: AAPL, AMZN, MSFT, NVDA, RSP, META, GOOGL, NOBL
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Potential Significance Of Growth Stocks Outperforming Value Stocks
Monday, May 15, 2023 4:00 AM EDT
A technical recession did occur in early 2022 with negative real GDP in the first and second quarter. As economic activity improved in the second half of 2022, that is, positive GDP growth, value stocks did outperform their growth counterparts.
In this article: SPX
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CPI Release Is On The Clock
Tuesday, May 9, 2023 6:37 PM EDT
Wednesday morning the much-awaited consumer price index report is released by the Bureau of Labor Statistics.
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As Stocks Outperform Equity Fund Flows Are Negative
Sunday, May 7, 2023 5:30 AM EDT
Although 2022 was not a good year for most investment asset classes a recovery in equities actually began early in the fourth quarter of the year. This positive equity performance carried over into 2023 with the index up 7.50% in the first quarter.
In this article: AAPL, AMZN, MSFT, RSP, META, GOOGL Also: SPX
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Will International Equities Recent Outperformance To U.S. Equities Continue?
Monday, April 24, 2023 3:54 AM EDT
Over the past 15 years international developed market equities as measured by the MSCI EAFE Index have outperformed the S&P 500 Index in only four years and one of those years was 2022.
In this article: SPX
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Dogs Of The Dow Stumble In First Quarter
Sunday, April 2, 2023 7:30 PM EDT
I noted that several dividend-paying strategies far outpaced the broader S&P 500 Index in 2022. As the first quarter came to a close on Friday, it has become clear that it is the income-focused equity strategies that are lagging the broader market.
In this article: SPX, DJI Also: AAPL, AMZN, INTC, DVY, RSP, SDY, META, NOBL
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Banking Crisis Contained Or A Spreading Contagion
Monday, March 20, 2023 2:36 PM EDT
At the end of the day, the pandemic that began in 2020 and the monetary and fiscal response by the U.S. government far exceeded what the economy needed.
In this article: CS, SIVBQ, TROW
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A Market And Economy Exceeding Expectations
Monday, March 6, 2023 7:30 AM EDT
Knowing the economy and investment market are not one and the same, and can function out of sync at times, possibly the current environment is such that they are actually in sync.
In this article: XLI, XLK, XLV, SPX, XLC
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Equity Market At Important Level Technically
Monday, February 27, 2023 3:44 AM EDT
The S&P 500 has fallen in each of the last three weeks, down just over -4%. This leaves the Index down -2.56% this month with just two trading days remaining.
In this article: SPY, SPX
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New Buyback Tax May Impact Stock Returns
Monday, January 23, 2023 5:41 AM EDT
In August of last year Congress passed the so-called Inflation Reduction Act and included within the Act is a 1% excise tax on the fair market value of stock repurchased by companies effective 1/1/2023.
In this article: PKW, SPX
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The Stock Market Is Triggering Bullish Technical Signals
Saturday, January 14, 2023 5:00 PM EDT
For the start of 2023, the S&P 500 index is up 4.16%. The positive move is welcome news, yet the S&P 500 index remains down over 16% from its peak. Nonetheless, this recent recovery in the market is triggering some bullish technical indicators.
In this article: SPX Also: DJI, ITOT
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The Dow Stock Dogs Performed In 2022
Sunday, January 1, 2023 9:00 AM EDT
With the market's close on Friday investors happily said goodbye to 2022. Very few investment categories generated a positive return in 2022.
In this article: JPM, KO, MRK, CSCO
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