HORAN Capital Advisors

Dividend Payers Outperform In April

 May 7 2012     David Templeton
Standard & Poor's April performance update for the dividend payers versus non-payers in the S&P 500 Index shows the payers outperformed in April. The outperformance was almost 200 basis points or two percentage points, 1.72% versus -.12%, respectively. In spite of the strong April performance for the payers, the payers trail the non-payers on a year to date basis, 13.35% versus 16.40%, respectivel...

Why Economic Growth Has Been So Low

 April 28 2012     David Templeton
As many of our clients and prospective clients know, we frequently discuss the strength of the corporate sector of the economy. As the below chart shows, corporate profit growth has continued to strengthen.From The Blog of HORAN Capital AdvisorsWith this level of corporate profit strength, one has to ask why economic growth (GDP) has not been stronger. The first report on first quarter GDP Friday ...

Better Investing's Most Active Stocks For The Period Ending April 28, 2012

 April 28 2012     David Templeton
Better Investing Magazine publishes the most active stocks reported by its membership. The list is based on an informal sampling of Better Investing members. Below is the list of the most active stocks for the period ending April 28, 2012Full View

Low Investor Bullish Sentiment Positive For Stock Returns?

 April 26 2012     David Templeton
Today's investor sentiment release by the American Association of Individual Investors shows investor bullish sentiment is at the lowest level since September 22, 2011. The bullish sentiment reading was reported at 27.64% or a 3.5% decline from the prior week. This is the lowest reading since the bullish sentiment reading on 9/22/2011 when bullish sentiment was reported at 25.33%. The bull/bear sp...

First Quarter 2012 Investor Letter

 April 25 2012     David Templeton
The first quarter of 2012 ended a period where the equity markets generated two consecutive quarters of strong market returns. Most investors would find the returns generated in the first quarter acceptable for returns in an entire year. The S&P 500 Index was up 12.5%, the MSCI Developed Equities Index was up 11.7% and the MSCI Emerging Markets Index was higher by 14.1%. Recent earnings reports fo...

Apple's Stock Trading Far Above Its Trend Line

 April 22 2012     David Templeton
Apple (AAPL) stock continues to dominate headlines from day to day. Of particular importance will be the company's earnings report on Tuesday after the market's close. Over the last nine trading days, the price of Apple's stock has declined from an all time high of $644/share to close on Friday at $572/share, just above its 50 day moving average of $569/share.From The Blog of HORAN Capital Advisor...

Game Theory Strategy Displayed

 April 21 2012     David Templeton
An interesting display of game theory in the below video. Source: Business Insider

Procter & Gamble Increases Dividend 7% And Payout Ratio Continues To Increase

 April 14 2012     David Templeton
On Friday, Procter & Gamble (PG) announced a 7.05% increase in the company's quarterly dividend. The dividend increases to 56.2 cents per quarter versus 52.5 cents in the same quarter last year. The 7% increase is one of the lowest rate of increases in recent years. The payout ratio increases to 56.8% based on fiscal year 2012 estimated earnings of $3.96. Earnings for FY 2013 are estimated at $4.3...

Dividend Payers Experience Multiple Expansion At Low Nominal Interest Rates

 April 10 2012     David Templeton
A recent report from Fidelity Investments shows that multiples expand for dividend paying stocks with high payout ratios when nominal interest rates are at extremely low levels as rates are today.From The Blog of HORAN Capital AdvisorsFrom The Blog of HORAN Capital AdvisorsEssentially, the report indicates investors view high dividend payout equities as bond substitutes. The report states:In a mar...

Low Expectations For Earnings In Q1 2012

 April 8 2012     David Templeton
A low bar has been set for year over year earnings exceptions for the first quarter. According to ThomsonReuters, "the earnings growth rate for the S&P 500 for Q1 2012 is 3.2%. Excluding Apple (AAPL), the overall growth rate declines to 1.8%. The Industrials (10.6%) and Consumer Discretionary (6.6%) sectors have the highest growth rates for the quarter, while Materials (-14.7%) has the weakest gro...
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