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Shale Oil And Gas Production Projected To Increase In February

Posted by David Templeton on Saturday, January 17, 2015 in Wealth Management | Comments (0)
The battle between OPEC and shale fracking producers has pushed the price of oil down to levels unthinkable just a year ago. Both parties seem unwilling to reduce production to levels that would stem the decline in oil prices. This lower price level is certainly placing financial stress on a number of drillers and leveraged fracking companies as noted in the article, Money Dries Up for Oil and Gas, Layoffs Spread, Write-Offs Start.From The Blog of HORAN Capital AdvisorsIn spite of the apparent d...  Read more...

Ed Hyman: Bull Market In Early Stage

Posted by David Templeton on Sunday, January 11, 2015 in Wealth Management | Comments (0)
Ed Hyman, Chairman of Evercore ISI, has been ranked the #1 economist by Institutional Investor for an unprecedented 35 consecutive years. In a recent interview he participated in with Conseulo Mack of WealthTrack, Ed Hyman provides his outlook for the economy and markets in 2015. In one portion of the interview below, he believes the economy and equity markets are in their early stages of recovery. One fact he noted is many of the cyclical components of the economy are where they would be at the...  Read more...
The chase for yield in 2014 did not lead to the dividend payers in the S&P 500 Index to outperform the non-payers. As the below table shows, the average return of the payers, 14.99%, fell just short of the average return of the non-payers that generated a return of 15.44%. The average return for both categories though did beat the cap weighted return of the overall S&P 500 Index.From The Blog of HORAN Capital AdvisorsSource: S&P Dow Jones IndicesJim Paulsen, Ph.D., Chief Investment Strategist at...  Read more...

Week Ahead Magazine: A Week Of Outlooks For 2015

Posted by David Templeton on Sunday, January 04, 2015 in Wealth Management | Comments (0)
Much of the focus in this week's magazine are links to various commentaries on the market and economic outlook for 2015. As one considers investment changes, the following quote might be appropriate in guiding potential changes.“The riskiest moment is when you’re right. That’s when you’re in the most trouble, because you tend to overstay the good decisions. So, in many ways, it’s better not to be so right. That’s what diversification is for. It’s an explicit recognition of ignorance. And I view ...  Read more...
At the end of 2013 most if not all strategists expected interest rates to rise with the anticipated end of quantitative easing. However, the market proved the consensus point of view wrong. As the below chart shows, the high rate on the 10-year treasury occurred at the beginning of 2014 at just over a 3% yield. Throughout the year the interest rate trend was lower culminating in a spike lower to 1.87% in mid October.From The Blog of HORAN Capital AdvisorsThe consensus view for interest rates in ...  Read more...

Better Investing Members Buy A Few Underperforming Stocks

Posted by David Templeton on Saturday, January 03, 2015 in Wealth Management | Comments (0)
Around this same time last year I provided an update of the stocks most favored by members of the Better Investing community. The list is an informal sampling self reported by members as of January 3, 2015. Several of the active "buy" stocks on the list a year ago now fall into the active "sell" category like 3D Systems (DDD) and Qualcomm (QCOM). The frequently updated list can be accessed at this link.From The Blog of HORAN Capital AdvisorsFull View  Read more...

A Market Needing To Resolve Divergences In 2015

Posted by David Templeton on Friday, January 02, 2015 in Wealth Management | Comments (0)
As 2014 has come to a close, investors have turned their attention to 2015 and looking for clues as to what the market and economy have in store for the new year. Below are divergences that unfolded in 2014 which raises the question of how they will be resolved this year. The resolution of these divergences will likely have implications on the performance of an investor portfolios this year.Oil PricesKnowing the stock market is not the economy and vice versa, determining factors contributing to ...  Read more...

Pre-Election Year Equity Return Favors The Bulls

Posted by David Templeton on Wednesday, December 31, 2014 in Wealth Management | Comments (0)
In our Monday post one bullet point noted the favorable equity market returns achieved in a pre-election year. Today, Chart of the Day sent out a chart which graphically shows favorable returns that historically have been generated during the first seven months of pre-election years.From The Blog of HORAN Capital AdvisorsSource: Chart of the DayTheir commentary notes,"Since 1900, the stock market has tended to outperform during the first seven months of the average pre-election year. For the rem...  Read more...

Week Ahead Magazine: The Last Week Of 2014

Posted by David Templeton on Monday, December 29, 2014 in Wealth Management | Comments (0)
The day after Christmas saw the S&P 500 Index hit its 52nd record close for the year. Of note this past week was the strong GDP report (third estimate) for the third quarter reported at 5%. This was higher than the 4.3% consensus estimate. A potential offset to the strength in the GDP report was the durable goods report for November. The consensus estimate was a 3.1% increase with the actual report showing a decline of .7% . Oil prices continue to be a focus and Aswath Damodaran, Professor of Fi...  Read more...

Strong Rebound In Third Quarter 2014 Buybacks

Posted by David Templeton on Sunday, December 28, 2014 in Wealth Management | Comments (0)
After the second quarter's significant decline in buyback activity, S&P Dow Jones Indices preliminarily reports S&P 500 companies increased third quarter buybacks by 25%. Buybacks for the third quarter totaled $145.2 billion versus the $116.2 billion reported in the second quarter. Apple (AAPL) holds the top three spots in record quarterly buybacks with the third quarter amounting to $17 billion. This is just short of the record level of $17.97 billion in the first quarter of this year held by A...  Read more...
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