Portfolio Manager & Principal, HORAN Capital Advisors
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David Templeton, Portfolio Manager & Principal, is a senior strategist and advisor at HORAN Capital Advisors. David has extensive experience in portfolio construction, security selection,development of investment policies and portfolio allocation strategies for individual and institutional ... more

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Out Of The House And Time To Travel - Stocks Meeting Pent-Up Demand
As this reopening pace quickens, individuals/consumers seem to be scrambling to satisfy some pent-up demand. As a result the 'work from home' oriented stocks are taking a back seat to the travel, leisure and entertainment stocks.
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The Job Openings Rate Is Accelerating
This week the April Job Openings and Labor Turnover Survey was released by the Bureau of Labor Statistics. Interestingly, the survey shows a record level of job openings that are close to exceeding the number of individuals that are unemployed.
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Firms Unable To Fill Job Openings
In both the Job Openings and Labor Turnover Survey and the NFIB Small Business Optimism reports released this morning, it is clear that companies are having a difficult time filling open job positions.
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Style And Asset Class Rotation Is Taking Place
For nearly three trading weeks the S&P 500 Index has traded mostly sideways, somewhat expected after the fast start to 2021, i.e., the S&P 500 Index up over 11% through the end of April.
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Consumer Confidence Rises Sharply In April
The consumer confidence reading was reported at 121.7 a sharp month over month increase of 18.6 points.
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Hard Economic Data Suggests A Continued Strengthening Of The Economy
Peak earnings reporting season for the first quarter is upon us. Of the 153 S&P 500 companies that have reported earnings for Q1 2021, 86% have exceeded analyst expectations. In a typical quarter 65% of companies beat expectations.
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Comments

Latest Comments
Negative Interest Rates And The Impact On Investor Investment Choices
1 year ago

The video is one of the better/useful explanations I have seen on the implications for investors of negative interest rates. Thank you for the comment.

April Jobs Report Doesn’t Mean Anything, But Here’s A Closer Look Anyway
1 year ago

I appreciate the report, but respectably disagree that the employment report doesn't mean anything as the title states. The takeaway from the BLS figures is the fact states need to open up their economies quickly. The fear narrative has zapped consumer confidence and unnecessarily in my view. Nonetheless, time is of the essence in getting people back to work.

If Earnings Matter, Equity Valuation Looks Attractive
2 years ago

The 9.7% does seem like a sharp reversal lower, but the YOY comparison in 2019 back to 2018 is going to difficult to to the larger 2018 result, i.e., 'base effects'. Also, the 9ish percent growth rate is near where earnings estimates stood in December 2017, prior to the tax cut benefits. Certainly, if reinvestment translates to higher sales, earnings growth could be quite a bit higher than the 9.7% anticipated at this point in time.

Thanks for the comment Zev.

David

Dogs Of The Dow Continue To Exhibit Strength
5 years ago

Readers may find the article, Supply Side Recession vs. Demand Side Expansion, of interest. The article points to the commodity weakness to one of excess supply versus weaker demand. www.financialsense.com/.../supply-side-recession-demand-expansion

In this article: CAT, CVX, IBM, MRK, PFE, PG, VZ, WMT, XOM, CSCO
1 to 4 of 4 comments

STOCKS I FOLLOW

AFL AFLAC Incorporated
AOD Alpine Total Dynamic Dividend Fund
BAC Bank of America Corporation
BBT BB&T Corporation
DCI Donaldson Co Inc.
DIA SPDR Dow Jones Industrial Average
DOV Dover Corp
EMR Emerson Electric Co.
FNMA Fannie Mae
FXI iShares China Large-Cap
GLD SPDR Gold Trust ETF
HIHO Highway Holdings Limited
HRL Hormel Foods Corporation
ITOT iShares Core S&P Total U.S. Stock Market ETF
IYR iShares Dow Jones U.S. Real Estate Index Fund
LLTC Linear Technology Corporation
MCD McDonald's Corporation
MDT Medtronic Inc.
MSFT Microsoft Corporation
NUE Nucor Corporation
ORCL Oracle Corporation
PAYX Paychex Inc.
PEP PepsiCo Inc.
PG Procter & Gamble Co.
RPM RPM International Inc.
SNV Synovus Financial Corp.
SPY SPDR S&P 500
SVU SUPERVALU INC.
SWK Stanley Black & Decker Inc.
SYK Stryker Corporation
SYY SYSCO Corporation
TGT Target Corporation
TJX TJX Companies Inc.
TROW T. Rowe Price Group Inc.
UTX United Technologies Corporation
VVC Vectren Corp
WBA Walgreens Boots Alliance, Inc.
WFC Wells Fargo & Co.
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PERSONAL BLOG

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Work Experience

Principal and Portfolio Manager
HORAN Capital Advisors
May 2010 - Present (11 years 3 months)

Work with clients in portfolio construction, security selection, development of investment policies and portfolio allocation strategies.

Vice President
Fifth Third Bank
December 2002 - May 2010 (7 years 7 months)

Also Portfolio Manager

Vice President
PNC Advisors
October 1991 - December 2002 (11 years 4 months)

Also Portfolio Manager

Education

Xavier University - Williams College of Business
MBA
1989 / 1991
Accounting
Indiana University - Kelley School of Business
BS
1981 / 1984
Finance

Publications