David Templeton | TalkMarkets | Page 2

David Templeton

Portfolio Manager & Principal, HORAN Capital Advisors
Contributor's Links: HORAN Capital Advisors HORAN Blog
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 clients. ...more
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17 to 32 of 587 Posts
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Dividend Payers Lagging Broader Market Badly
Monday, June 5, 2023 1:13 PM EDT
The average return of the payers through the end of May is -3.39% while the average return of the non-payers is up 9.72%.
In this article: CVX, IBM, VZ, DIA, DVY, SDY, SPY, SPX, NOBL
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A Small Number Of Stocks Contributing To The Market's Advance
Sunday, June 4, 2023 6:15 PM EDT
From time to time I note the economy is not the market and vice versa. Being aware of this difference has proven important this year as the S&P 500 Index is up 12.37% through Friday's market close.
In this article: AAPL, AMZN, MSFT, NVDA, RSP, META, GOOGL, NOBL
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Potential Significance Of Growth Stocks Outperforming Value Stocks
Monday, May 15, 2023 4:00 AM EDT
A technical recession did occur in early 2022 with negative real GDP in the first and second quarter. As economic activity improved in the second half of 2022, that is, positive GDP growth, value stocks did outperform their growth counterparts.
In this article: SPX
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CPI Release Is On The Clock
Tuesday, May 9, 2023 6:37 PM EDT
Wednesday morning the much-awaited consumer price index report is released by the Bureau of Labor Statistics.
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As Stocks Outperform Equity Fund Flows Are Negative
Sunday, May 7, 2023 5:30 AM EDT
Although 2022 was not a good year for most investment asset classes a recovery in equities actually began early in the fourth quarter of the year. This positive equity performance carried over into 2023 with the index up 7.50% in the first quarter.
In this article: AAPL, AMZN, MSFT, RSP, META, GOOGL Also: SPX
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Will International Equities Recent Outperformance To U.S. Equities Continue?
Monday, April 24, 2023 3:54 AM EDT
Over the past 15 years international developed market equities as measured by the MSCI EAFE Index have outperformed the S&P 500 Index in only four years and one of those years was 2022.
In this article: SPX
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Dogs Of The Dow Stumble In First Quarter
Sunday, April 2, 2023 7:30 PM EDT
I noted that several dividend-paying strategies far outpaced the broader S&P 500 Index in 2022. As the first quarter came to a close on Friday, it has become clear that it is the income-focused equity strategies that are lagging the broader market.
In this article: SPX, DJI Also: AAPL, AMZN, INTC, DVY, RSP, SDY, META, NOBL
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Banking Crisis Contained Or A Spreading Contagion
Monday, March 20, 2023 2:36 PM EDT
At the end of the day, the pandemic that began in 2020 and the monetary and fiscal response by the U.S. government far exceeded what the economy needed.
In this article: CS, SIVBQ, TROW
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A Market And Economy Exceeding Expectations
Monday, March 6, 2023 7:30 AM EDT
Knowing the economy and investment market are not one and the same, and can function out of sync at times, possibly the current environment is such that they are actually in sync.
In this article: XLI, XLK, XLV, SPX, XLC
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Equity Market At Important Level Technically
Monday, February 27, 2023 3:44 AM EDT
The S&P 500 has fallen in each of the last three weeks, down just over -4%. This leaves the Index down -2.56% this month with just two trading days remaining.
In this article: SPY, SPX
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New Buyback Tax May Impact Stock Returns
Monday, January 23, 2023 5:41 AM EDT
In August of last year Congress passed the so-called Inflation Reduction Act and included within the Act is a 1% excise tax on the fair market value of stock repurchased by companies effective 1/1/2023.
In this article: PKW, SPX
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The Stock Market Is Triggering Bullish Technical Signals
Saturday, January 14, 2023 5:00 PM EDT
For the start of 2023, the S&P 500 index is up 4.16%. The positive move is welcome news, yet the S&P 500 index remains down over 16% from its peak. Nonetheless, this recent recovery in the market is triggering some bullish technical indicators.
In this article: SPX Also: DJI, ITOT
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The Dow Stock Dogs Performed In 2022
Sunday, January 1, 2023 9:00 AM EDT
With the market's close on Friday investors happily said goodbye to 2022. Very few investment categories generated a positive return in 2022.
In this article: JPM, KO, MRK, CSCO
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Equity Put/Call Ratio Above 2.0!
Thursday, December 22, 2022 1:09 PM EDT
The put/call ratio is a contrarian measure, and the significance of this high P/C ratio level is the fact at extremes, i.e., levels above 1.0, it is a signal that individual investors are overly bearish on the equity market.
In this article: SPX
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An Economy That Is Quickly Slowing
Sunday, December 11, 2022 8:29 PM EDT
Last month the Fed gave indications the magnitude of future rate increases would be lessened in order to evaluate the economic impact of earlier rate hikes.
In this article: QQQ, DIA, SPX
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Equity Put/Call Ratio In Uncharted Territory
Friday, December 9, 2022 1:35 PM EDT
Recent levels for the equity put/call ratio suggest investors are exhibiting extreme equity market bearishness.
In this article: SPX
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