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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The "V-Shaped" Recovery Continues: Now It Is The ISM PMI And Non-Manufacturing Index
So long as virus issues are contained to a small number of hotspots, the current recession may be a short lived one.
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A Healing Job Market And Economy But Poor Investor Sentiment
It is hard not to look at much of the recent economic data and not come to the conclusion a V-shaped recovery seems to be unfolding.
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Leading Economic Index Joins The "V-Shaped" Data Recovery
The LEI rose 2.8% in May after falling 7.5% in March and down 6.1% in April.
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Individual Investors Expressing Equity Market Skepticism
Individual investors continue to express a low level of enthusiasm for stocks if the AAII sentiment survey is any indication.
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Market Telegraphing A 'V-Shaped' Economic Recovery?
If one is only looking at the stock market, that is the S&P 500 Index, a 'V-shaped' recovery has unfolded off the March 23 low.
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Individuals Save In April With Many Businesses Shutdown
Last Friday's April Personal Income and Outlays report from U.S. Bureau of Economic Analysis reported a significant month over month increase in personal income, up 12.9% and an big increase in savings as a percentage of disposable income, up 33.0%.
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Comments

Latest Comments
Negative Interest Rates And The Impact On Investor Investment Choices
1 month 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 months 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
4 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

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 (10 years 4 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