HORAN Capital Advisors

Entries for 2014

Dividend Payers' Return Remains Strong Through May

 June 5 2014     David Templeton
We noted in an early March post that dividend payers in the S&P 500 Index were under performing the non payers by over 600 basis points during the first two months of 2014. Near that same time the market was beginning a transition out of momentum and growth stocks into value oriented equities. As fate would have it, many dividend payers screen as value type stocks. As a result, since the end of Fe...

High Yield Stocks Underperform In Rising Interest Rate Environment

 June 3 2014     David Templeton
Much has been made of the decline in interest rates since the start of 2014. Many investors expected interest rates would continue to rise as a result of the Fed's "taper" announcement in May of last year. The market action subsequent to the taper announcement certainly saw the yield on the 10-year Treasury rise, ultimately reaching over 3% at year end 2013. So far in 2014 though, the yield on the...

Week Ahead Magazine: June 1, 2014

 June 1 2014     David Templeton
So much for sell in May so far. The S&P 500 Index was up 2.35% in May and is up 4.97% for the first five months of this year. The one major S&P Index that is down on the year is the S&P Small Cap 600 Index which is down 1.43%. The best performing sector YTD through May is the utility sector which is up 13.57%; however, this sector was down 1.05% in May.A number of economic variables were released ...

College Costs A Bigger Hurdle Than Health Care Costs For Many

 June 1 2014     David Templeton
Terry Horan, CLU, ChFC is CEO of HORAN Associates, HORAN Capital Advisors' business partner. Terry often states the two greatest challenges facing Americans today are:access to quality, affordable health care; andsecuring professional counsel to build and sustain wealth for a lifetimeAfter seeing a report from JP Morgan Asset Management, I wonder if one of the greatest challenges of all for famili...

Why The Equity Market Is Not Correcting

 May 28 2014     David Templeton
Below is a post originally written by Ali Meshkati of Zenolytics. Ali has provided us with permission to republish the post he recently wrote for his readers. As much as sentiment can be a confounding concept, the below commentary seems to sum up the state of the current market.SPRINTING SCARED by Ali Meshkati of ZenolyticsAs the persistence of the current bounce becomes apparent, the trembling, c...

Market Crash Averted?

 May 27 2014     David Templeton
Being somewhat of a contrarian I use the above headline with trepidation as I look back at the number of articles published in February and March of this year that equated the 2012 - 2014 market with that of the crash of 1928 - 1929. We wrote an article in mid February, 1929 Crash: Charts That Mislead Investors, that pointed out the difference between 1928 - 1929 to 2012 - 2014. Fast forward to t...

Week Ahead Ahead Magazine: May 26, 2014

 May 26 2014     David Templeton
Several potential market moving economic data points will be released this week. Durable goods orders will be released Tuesday morning, jobless claims Thursday as well as the second revision of first quarter GDP. The GDP announcement will be watched closely as Thursday's report will be the first revision of the advanced reading reported in April when Q1 GDP was reported at .1%. The consensus estim...

Week Ahead Magazine: May 18, 2014

 May 18 2014     David Templeton
I suppose last week was an eventful one as the S&P 500 Index reached a new intra-day high on Tuesday of 1902.17. The "century" levels, 1900 in this case, tend to be strong psychological resistance levels for the market and a close above 1900 was not realized.From The Blog of HORAN Capital AdvisorsMost U.S indices ended down on the week from flat to -.6%. The Nasdaq generated a small .5% gain. The ...

Labor Market Impact On GDP Growth

 May 17 2014     David Templeton
The Federal Reserve Bank of St. Louis provides a great deal of commentary on a wide range of economic topics. They recently wrote commentary on the significance of labor market data, and importantly, the influence of the employment to population ratio (E/P) on real GDP. The article notes the sub-par GDP level is being influenced by the reduced level of the E/P ratio, a level last reached in the ea...

The Dow's Below Average Run To A Record High

 May 15 2014     David Templeton
Earlier this week the Chart of the Day charting service provided information on Dow rallies over the past 114 years. As the below chart shows, the current advance in the Dow lags the average Dow rallies in terms of magnitude and duration. The commentary included with the Chart of the Day graph is as follows."The Dow just made another all-time record high. To provide some further perspective to the...
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