HORAN Capital Advisors

Entries for 2016

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...

Market Advance Does Not Result In Improved Investor Sentiment

 March 17 2016     David Templeton
Although the S&P 500 Index has bounced significantly higher from the February lows, the market action seems indicative of one where investors were caught on the sidelines. Even with the move higher in stocks, individual investors are indicating their skepticism about the market advance if we look at AAII's bullish sentiment indicator. Today's release showed bullish investor sentiment was reported ...

Dividend Paying Stocks Held Up Better In The Market Downturn

 March 13 2016     David Templeton
An attractive aspect of owning dividend paying stocks, specifically, dividend growth equities, is the fact they tend to hold up better in down market environments. The favorable result from this characteristic is it takes a smaller upside return to make up the losses incurred in a market decline.As far back as 2010 I wrote about this favorable feature in a post, Comprehensive Review Of The Dividen...

Dividend Paying Stocks Held Up Better In The Market Downturn

 March 13 2016     David Templeton
An attractive aspect of owning dividend paying stocks, specifically, dividend growth equities, is the fact they tend to hold up better in down market environments. The favorable result from this characteristic is it takes a smaller upside return to make up the losses incurred in a market decline.As far back as 2010 I wrote about this favorable feature in a post, Comprehensive Review Of The Dividen...

Is The Value Style Outperformance Sustainable?

 March 12 2016     David Templeton
Until the market's (S&P 500 Index) recent rebound from the February 11, 2016 low, investors have essentially gone two years with flat returns in stocks. Certainly it has not been a market that has just traded sideways, but one with significant volatility, both up and down. The most recent recovery has pushed the S&P 500 Index back into the trading range in place since late 2014. Technically, this ...

Oil Price Rise Predicated On Potential OPEC/Russia Output Cuts

 March 7 2016     David Templeton
Oil prices in the first quarter of this year have turned higher, much like the pattern at the beginning of 2015. Since mid February the price of Brent Crude has increased nearly 40%, climbing from the high $20/bbl level to the high $30/bbl level.Friday's Commitment of Traders Report (COTR) released by the Commodity Futures Trading Commission (CFTC) noted money managers increased bullish bets on oi...

Dogs Of The Dow Continue To Exhibit Strength

 March 5 2016     David Templeton
Through Friday's (3/4/2016) market close, the average return for the Dogs of the Dow of 2016 continues to outperform both the S&P 500 Index and the Dow Jones Industrial Average Index. The average return through Friday for the Dow Dogs totals 3.5% versus the S&P 500 Index return of -1.7% and the Dow Jones Industrial Average Index return of -1.9%. In 2015, the average return of the 2016 Dow Dogs equ...

Transports And Cyclical Sectors Leading

 March 1 2016     David Templeton
The transport index has made a sharp recovery, up nearly 10% since late January. There is some argument that under Dow Theory, a buy signal has been triggered. Jeffrey Saut, of Raymond James, published commentary yesterday, By The Side Of The Road, discussing this Dow Theory buy signal.In addition to cyclically exposed transports, several of the more cyclical sectors of the S&P 500 Index have disp...
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