David Templeton | TalkMarkets | Page 34
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

Articles

Latest Posts
529 to 544 of 590 Posts
<<< 1 ... 32 33 34 35 36 37 >>>
Continued Growth In Oil Supply Likely Leads To Lower Crude Oil Price
WTI Crude has rebounded over 70% to $44.60/bbl from its $26/bbl low reached on February 11th. This price recovery has occurred while supply continues to grow at an unabated pace.
Broad Based Bearish Market Sentiment
With the 'sell in May' topic seeming to lead much of the commentary over the last few weeks, investors are exiting equities and allocating the funds to money market and fixed income investments.
Dividend Payers Trouncing Non-Payers Through April
Comparing S&P 500 Index versus their non-paying counterparts,year to date through April the payers average return return equals 6.51% versus the non-payers return of .89%.
Dogs Of The Dow Outpacing Broader Market
The average return of this year's Dogs of the Dow is 8.9% versus the Dow Jones Industrial Average ETF return of 2.8% and the S&P 500 Index ETF return of 1.7% through April 29, 2016.
Sell In May, But It Is A Presidential Election Year
"Sell in May' articles are not in short supply. Sometimes the strategy is referred to as the Halloween indicator as investors get back into the market after Halloween. On the surface, it's clear the strategy is one that bears fruit for investors.
Investor Sentiment Remains Skeptical And This Could Be Good For Stocks
As this week nears a close, the S&P 500 Index is attempting to recover that loss and is currently up about 1.5% for the week.
Oil & Plenty
The current price of WTI Crude has recovered to a level last seen in November of 2015. The rebound in the price of WTI to the $42 per bbl area has had a positive impact on the stock prices of many of the energy related companies.
Small Caps Beginning To Look More Attractive
One aspect of the market over the past two plus years has been the outperformance of large cap stocks relative to their small cap counterparts.
Buyback Activity Remains Healthy Excluding The Energy Sector
The biggest contributor to the buyback decline was the energy sector. Companies that comprise the energy sector reduced their buybacks by nearly 63% to $15,2 billion in 2015 versus $40.9 billion in in 2014.
Equity Market Advance: Actions Speaking Louder Than Words
Individuals continue to indicate a low level of bullish investor sentiment as reported by the American Association of Individual Investors. This is a contrarian indicator and leads one to believe individuals are skeptical about the market's advance.
Market Advance Does Not Result In Improved Investor Sentiment
Although the S&P 500 Index has bounced significantly higher from the February lows, the market action seems indicative of one where investors were caught on the sidelines.
Dividend Paying Stocks Held Up Better In The Market Downturn
During the market pullback from December 31, 2015 through February 11, 2016, these two dividend focused ETFs held up significantly better than the S&P 500 Index itself.
Is The Value Style Outperformance Sustainable?
Until the market's (S&P 500) recent rebound from the Feb. 11 low, investors have essentially gone two years with flat returns in stocks. It hasn't been a market that just traded sideways, but one with significant volatility, both up and down.
Oil Price Rise Predicated On Potential OPEC/Russia Output Cuts
Oil prices in the first quarter of this year have turned higher, much like the pattern at the beginning of 2015. Since mid February the price of Brent Crude has increased nearly 40%, climbing from the high $20/bbl level to the high $30/bbl level.
Dogs Of The Dow Continue To Exhibit Strength
Through Friday's (3/4/2016) market close, the average return for the Dogs of the Dow of 2016 continues to outperform both the S&P 500 Index and the Dow Jones Industrial Average Index.
Transports And Cyclical Sectors Leading
The transport index has made a sharp recovery, up nearly 10% since late January. There is some argument that under Dow Theory, a buy signal has been triggered.
529 to 544 of 590 Posts
<<< 1 ... 32 33 34 35 36 37 >>>