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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Investor Sentiment Remains Decidedly Bearish
Both individual and institutional investor sentiment are expressing bearishness on future equity returns.
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Maybe The Beginning Of An Equity Market Recovery
The S&P 500 Index closed up 6.33% for the week ending June 24, 2022. For investors, this feels like an enormous win after the market was down -10.93% in the prior two weeks.
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Might An Equity Market Bottom Be Near?
It has been nothing short of a difficult start to the market for the first half of this year.
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Companies May Become More Focused On Dividends As Bond Yields Rise
The increase in the 10-year U.S. Treasury yield has made bonds more competitive from an income standpoint versus the dividend yield of stocks in the S&P 500 Index.
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Record Number Of Small Businesses Not Expecting Better Business Conditions
The National Federation of Independent Businesses (NFIB) reported no change in the Small Business Optimism Index for April, remaining at 93.2.
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May 2022 Financial Market Update
After a tough April, the first four months of 2022 have not been rewarding for investors. As of Friday, May 6, the S&P 500 Index is down roughly 13% for the year.
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Comments

Latest Comments
It's A Double For The S&P 500 Index
10 months ago
In this article: SPX
Negative Interest Rates And The Impact On Investor Investment Choices
2 years 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
2 years 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
4 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
6 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 5 of 5 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

Latest Posts
Individual Investors Like The FANG's Ex Alphabet
The FANG's ex Alphabet (GOOGL) continue to draw investor interest. The only top 10 stock seeing net selling activity is Gilead Sciences (GILD)

Work Experience

Principal and Portfolio Manager
HORAN Capital Advisors
May 2010 - Present (12 years 5 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