HORAN Capital Advisors

Dividend Payers Trouncing Non-Payers Through April

 May 2 2016     David Templeton
If one facet of the market that has become clear this year is that companies paying a dividend are being rewarded. The below table shows data reported by S&P Dow Jones Indices on the average performance of dividend payers in the 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%. The spre...

Dogs Of The Dow Outpacing Broader Market

 May 1 2016     David Templeton
This year's performance of the Dogs of the Dow is indicative of investor interest in dividend paying stocks. The Dogs of the Dow strategy is one where 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 last trading day of the year. Once the ten stocks are determined, an investor invests an...

Sell In May, But It Is A Presidential Election Year

 April 30 2016     David Templeton
With May just around the corner, articles covering the "Sell in May' phenomenon are not in short supply and this article will add to the list. Sometimes the strategy is referred to as the Halloween indicator as investors are expected to get back into the market after Halloween. On the surface, it seems pretty clear that a Sell in May strategy is one that bears fruit for investors. In an article fr...

Spring 2016 Investor Letter: A Volatile Quarter

 April 19 2016     David Templeton
In our Spring 2016 Investor Letter published last week, we highlight aspects surrounding the volatile first quarter. Importantly, we discuss the year ahead and the silver lining of a slow economic expansion. There are newsworthy events on the horizon: the U.K.'s potential withdraw from the European Union (Brexit), timing of future Fed rate hikes and the U.S. presidential election. We discuss these...

Investor Sentiment Remains Skeptical And This Could Be Good For Stocks

 April 15 2016     David Templeton
For the week ending April 8, both the S&P 500 Index and the Dow Jones Industrial Average declined 1.2%. 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. Given the strength of the market advance from the February 11th low, up 13.9% at the time of this writing, surprisingly, individual investor sentiment remains cautious....

Oil & Plenty

 April 13 2016     David Templeton
I once raced a Thistle sailboat we named Good & Plenty, after the pink and white licorice candy treat. I digress but that Thistle was one fast boat when the winds were good. With all the focus on oil, and after the morning release of the EIA Petroleum Status report today, it is evident the world is awash in Oil & Plenty of it. The current price of WTI Crude has recovered to a level last seen in No...

Small Caps Beginning To Look More Attractive

 April 11 2016     David Templeton
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. The below table compares the performance of the iShares Russell 2000 Small Cap Index (IWM) to the S&P 500 Index, both on a calendar year and annualized basis. The magnitude of the weakness in the Russell 2000 Index performance shows small caps are underper...

Buyback Activity Remains Healthy Excluding The Energy Sector

 April 10 2016     David Templeton
In a recently released report by S&P Dow Jones Indices, stock buybacks for S&P 500 companies declined 3.1% in the last quarter of 2015 versus Q3 2015. 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. If the energy sector is excluded, buybacks...

Different Year But Same Story

 March 27 2016     David Templeton
The blog, The Fat Pitch, published a great article last week highlighting the issues currently impacting investors, Current Investor Concerns. Following is an excerpt from the article:The US economy is stuck in one of the most sluggish recoveries in history. Growth is just 2% and it will remain slow as consumers and companies work off vast amounts of debt. The country has gotten off track and neit...

Equity Market Advance: Actions Speaking Louder Than Words

 March 20 2016     David Templeton
Near the end of February we noted pessimism was being exhibited by both individual and institutional investors. In addition to this pessimistic view of the market, we noted some economic data was looking more favorable and combined, higher equity prices could result in the weeks ahead. True to form investors took advantage of the market pullback and added to their equity positions and the market h...
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