HORAN Capital Advisors

Entries for 2014

Dividend Payers Return Trailing Non Payers Through November

 December 5 2014     David Templeton
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 perspec...

Eyeing Potential Changes In The 2015 Dogs Of The Dow

 November 29 2014     David Templeton
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...

Oil Price Collapse

 November 28 2014     David Templeton
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 inve...

Shareholder Yield Investment Approach: The Best Of Both Worlds - Dividend Payers And Buyback Companies

 November 28 2014     David Templeton
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 ma...

Happy Thanksgiving From All Of Us At HORAN

 November 27 2014     David Templeton
Below are excerpted comments from our firm's CEO, Terry Horan, that was sent via email to employees this morning and I want to share it with our readers, many who are clients."Best wishes to you and your family for a wonderful Thanksgiving Holiday. Have a great time and enjoy the time together with family and friends...""There was a bit of a discussion in the office about the timing of Thanksgiv...

Declining Participation Rate A Function Of A Weak Labor Market

 November 26 2014     David Templeton
Today's report on jobless claims at 313,000 was higher than the expected level of 292,000. This level of claims was the highest since the week of September 20th when claims were reported at 295,000. This trend in claims would need to reverse going into year end or the higher trend would be an indication of a weakening job market.From The Blog of HORAN Capital AdvisorsFurther, today's weaker than e...

Week Ahead Magazine: The ECB Pump

 November 24 2014     David Templeton
Last week was a mostly positive one for equity markets around the globe. The reason for all the optimism was unleashed on Friday when Mario Draghi indicated he was ready and willing to provide QE in an effort to stimulate growth in the euro zone. And not to be outdone, the People's Bank of China announced a reduction in its one year lending rate. These announcements moved equity prices higher on F...

Hedge Fund Activity In Third Quarter

 November 23 2014     David Templeton
Investment advisors having discretionary investment authority over $100 million or more in assets are required to report holding detail to the SEC in a 13F filing on exchange listed securities. In the third quarter of this year the filing deadline was November 14, 2014. S&P Capital IQ recently provided a summary of the changes made by ten large hedge funds in their third quarter filing versus the ...

Lower Gas Prices Alone Do Not Equate To Higher Retail Spending

 November 22 2014     David Templeton
The pump price of a gallon of gasoline continues to drop in the U.S. This decline in gas prices is believed to result in a pickup in consumer spending since the consumer will be spending less on gasoline. Specifically, the spending increase is expected to flow through to an increase in retail sales. Guggenheim Partners wrote a comment, Falling Gas Prices Fuel Holiday Cheer, that noted an increase ...

A Strong Dollar Favors U.S. Large Cap Equities

 November 21 2014     David Templeton
Today China announced a rate cut, the first in two years, and Mario Draghi announced the ECB would expand its stimulus program if inflation did not return to the ECB's target level. These two announcements have resulted in global equity markets spiking higher. The two actions are likely to result in further strength in the US Dollar. With this in mind, investors should remain cognizant of market p...
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