David Templeton | TalkMarkets | Page 35
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 clients. ...more

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Are Emerging Markets The Trade Of The Decade?
In recent days, more strategists are indicating the emerging market asset class is providing investors with a 'trade of the decade" opportunity.
Bearish Sentiment And Positive Uptick In Economic Reports May Translate To Higher Equity Prices
Evident from the S&P 500 Index and the Dow Jones Industrial Average, the start to 2016 has been a difficult one for investors. January saw a sharp decline in the equity markets; however, February is working to repair the January damage.
E-Commerce Sales Continue At Double Digit Growth Rate
On Wednesday, the U.S. Census Bureau released fourth quarter 2015 e-commerce sales data. The report confirmed the fact individuals are increasingly turning to the internet for their retail purchases.
Increased Market Volatility Resulting In High Quality Stock Outperformance
Commensurate with the increase in the market volatility that began late last year, high quality stock outperformance has accelerated this year. As volatility increases it is common for investors to seek the safety of higher quality equity holdings.
Ex-Energy Forward Earnings Expectations Look Pretty Good
The list of headwinds facing the equity market seems to be growing longer every day.
Weak Investor Sentiment Leading To Negative Fund Flows
Weak equity returns experienced by the markets since the beginning of 2016 have resulted in a low level of bullish investor sentiment. The DJIA Index and the S&P 500 Index are down on a year to date basis 7% and 8%, respectively.
The Dogs Catch A Bid
Dogs of the Dow theory suggests investors select the ten stocks that have the highest dividend yield from the stocks in the Dow Jones Industrial Index (DJIA) after the close of business on the year's last trading. In 2016, the theory's working.
Economic Weakness Centered In Energy/Materials Sector: Not A Recession Yet
A significant issue facing investors is determining whether the world is entering into a global recession. Certainly, economic activity in emerging markets has been challenged due in part to the strength of the U.S. Dollar.
Understanding The Disconnect In The Correlation Between Oil And Stock Prices
If lower oil prices continue to be realized, at least in the first half of this year, this should be a tailwind that supports consumer spending in other areas besides energy and supports steady economic growth this year.
Sentiment Supportive Of Further Equity Gains
Last Wednesday the S&P 500 index bottomed and staged a turnaround, generating its first weekly gain of the year.. A number of the sentiment measures improved with this turnaround, yet two positive return days does not qualify as a new bull market.
Maximum Fear May Be Near
To say the least it has not been a rewarding start for investors in the equity markets so far in 2016. The market action has raised the investor fear level to near oversold levels, if not to a maximum oversold level.
The Clarion Call On The Market
Investors are grappling with an increase in market volatility at the start of the New Year.
Ed Hyman: Halfway Through Current Expansion Cycle
Enercore ISI Chairman Ed Hyman believes the U.S. economy is only halfway through its current expansion and that consumer, employment and now broadly rising wages are some factors that continue to support slow but steady U.S. economic growth.
A Difficult Beginning For The Market To Start The New Year And What Investors Might Now Expect
For stock investors, the poor market performance to start the new year was not what market participants expected. Most readers have read that the 5.96% decline in the S&P 500 this year is the worst market performance to begin a year on record.
Tobin's Q Below 1.0 In Q3 2015
When the stock market trades at a ‘discount’ to the replacement cost of its assets, the market is inexpensive. And the latest reading below 1.0 is the first since the Q ratio equaled .986 at the end of Q2 2013 meaning the market is cheap now.
2015 Was A Year For Growth Stocks And Only A Handful Were Needed
The Dow Jones Industrial Average declined 2.2% in 2015, its first negative return year since 2008. The S&P 500 Index fell .7% and the Nasdaq posted a positive 5.7 return for the year.
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