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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Dr. KOSPI's Protocol For Global Growth Diagnosis
Market sentiment seems to have quickly turned decidedly bearish. A couple of reasons for the increased bearishness might be that the market has gone a year without a pullback of more than 5% and stock valuations appear elevated on an absolute basis.
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No Slowdown In The Growth Of E-Commerce Sales
Due to the success of e-commerce broadly, many of the related stocks have been pushed to valuation levels far above the market's valuation.
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The Economy May Not Be At Full Employment
From a positive perspective, wages have been growing faster than the rate of inflation for most of the last four years. Additionally, the differential wage growth and inflation in this cycle is on par with prior economic expansions.
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Investor Fund Flows Favoring Bonds And Not Equities
The equity market has gone over a year without a pullback of at least 5% or more. The last 5% decline occurred in mid-June 2016 when, over a two week period, the market fell 5.5%.
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The S&P 500 Index Is Expensive And Has Mostly Been So Since The Early 1990s
In this environment one might conclude stocks are priced for perfection with little margin for error. Of course this might certainly be the case, but is this an uncommon position for the equity market?
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Dividend Payers Are Underperforming
A year ago dividend paying stocks were significantly outperforming the non-payers in the S&P 500 Index and the S&P 500 Index itself. If investors were chasing performance back then and loading up on the payers, today they would be disappointed.
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Latest Comments
Dogs Of The Dow Continue To Exhibit Strength
1 year 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 1 of 1 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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PERSONAL BLOG

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Work Experience

Principal and Portfolio Manager
HORAN Capital Advisors
May 2010 - Present (7 years 5 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