The TRIX Indicator Signaling A Little Lower Level For The Market

Posted by David Templeton on Wednesday, December 17, 2014
At this point in time we remain positive on the longer term direction of the equity market. By that, we are not expecting this bull market to revert to a full blown bear market. Market pullbacks seem few and far between of late, but are healthy and necessary in order to sustain a longer term trend like the one investors are enjoying since the end financial crises in 2009.From The Blog of HORAN Capital AdvisorsSource: Doug ShortThe catalyst for the current market pullback certainly is different. ...
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Week Ahead Magazine: The Factors Behind The Decline In Oil Prices

Posted by David Templeton on Sunday, December 14, 2014
I suspect oil price movements will continue to garner many of the headlines during the coming week. During the past week, most of the economic reports were either positive or neutral.retail sales came in better than expected along with a spike higher in consumer sentiment.the release of the Fed's Labor Market Conditions Index for November was the lowest since January 2014 which suggests a softening labor market.the Job Openings and Labor Turnover report was essentially unchanged for October (Dec...
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Energy's Ripple Effect Or Is It A Tidal Wave?

Posted by David Templeton on Saturday, December 13, 2014
Crude oil prices continue to take a beating and are seemly dragging the entire market lower this past week. A market concern now is the fact the price of a barrel of WTI crude has broken longer term support that had been in place for twenty years as can be seen in the chart below.From The Blog of HORAN Capital AdvisorsMarket participants have a new worry if crude does not rebound to reclaim this long term support level--the free fall will continue. The next support level is just above $50 per ba...
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Is The Recent Market Decline Really A Rout?

Posted by David Templeton on Wednesday, December 10, 2014
On a price only basis the S&P 500 Index is down 3.86% from the high reached on December 5, 2014 and headlines describe this recent market action as a "rout" or a market "tumble." I do not intend to pick on the publishes of the below headlines as many articles have highlighted the recent market action in this way.From The Blog of HORAN Capital AdvisorsFrom The Blog of HORAN Capital AdvisorsThese dramatic headlines can cause investors to loss sight of the real market action, and more importantly, ...
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Week Ahead Magazine: A Seasonally Favorable Period For Equities

Posted by David Templeton on Sunday, December 07, 2014
Washington, D.C. will likely do its part in grabbing headlines this week due to a potential government shutdown starting December 12th. Congress has until December 11th to approve a government funding bill before recessing on the 12th. Investors should keep in mind any market gyrations around these shutdown periods is more emotional than fundamental as we noted in a post in October of 2013, Government Shutdown: Time To Buy Or Sell Stocks?With this thought out of the way, as we look to the week a...
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Evaluating Potential Changes To Index Holdings

Posted by David Templeton on Sunday, December 07, 2014
Effective on December 4th Bemis (BMS) was moved to the S&P Midcap 400 Index from the S&P 500 Index. BMS was replaced by Royal Caribbean Cruises (RCL). RCL was formally a member of the S&P 400 Midcap Index. On an ongoing basis S&P Dow Jones Indices evaluates the companies that comprise their various indices. A number of factors are required for a particular company to be included in an index and for that matter to be removed. Importantly, S&P notes, "...an index constituent that appears to violat...
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Dividend Payers Return Trailing Non Payers Through November

Posted by David Templeton on Friday, December 05, 2014
One aspect of the investing climate in 2014, due to the Fed's low interest rate policy, has been investor interest in dividend yielding equities. Finding dividend payers from companies that comprise the S&P 500 Index has become less difficult over time as more companies within the index pay a dividend. As the below table shows, 423 issues in the index now pay a dividend. From a performance perspective, we have highlighted the returns of the payers versus the non-payers from time to time.In looki...
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Eyeing Potential Changes In The 2015 Dogs Of The Dow

Posted by David Templeton on Saturday, November 29, 2014
One strategy pursued by some investors is the Dogs of the Dow Theory. In short, the 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 last trading day of the year. Once the ten stocks are determined, an investor would invest an equal dollar amount in each of the ten stocks and hold them for the entire year. This strategy has generated mixed results over the years. As the...
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Oil Price Collapse

Posted by David Templeton on Friday, November 28, 2014
The day after Thanksgiving was not like a Black Friday expected for retailers. Crude oil prices and many energy related stocks saw red as OPEC's Thursday meeting concluded with no reduction in production targets; hence, the oil glut will continue. The WTI crude price fell over 10% (-$7.54/bbl) to $66.15. For the year, WTI has lost 33 percent and the price of Brent has declined 37 percent. For investors interested in relevant articles surrounding the energy markets, below is a link to one of our ...
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We have noted in a number of posts over the years how dividend growth stocks tend to outperform the overall market (S&P 500 Index) over time. One reason this has occurred is the characteristic that dividend paying/growth stocks tend to comprise more of the defensive sectors of the S&P 500 Index. As a result in down markets, the dividend growth stocks tend to hold up much better than the broader market and the laws of compounding kick in and favor the growers.Recently though, S&P Dow Jones Indice...
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