Horan - Health. Wealth. Life

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...

Santa Claus Delivers Cheer After Christmas

Posted by David Templeton on Friday, December 26, 2014 in Wealth Management | Comments (0)
In spite of the fact the market seems to experience a much awaited 10% correction, the last few weeks of a calendar year are generally positive ones for equity returns. Below is a chart of various indices prepared by Charles Schwab outlining the returns over the last two weeks of the year looking back twenty years. The FTSE 100 Index historically generates the highest return for investors; however, other noted markets have been positive as well.From The Blog of HORAN Capital Advisors  Read more...

The TRIX Indicator Signaling A Little Lower Level For The Market

Posted by David Templeton on Wednesday, December 17, 2014 in Wealth Management | Comments (0)
At this point in time we remain positive on the longer term direction of the equity market. By that, we are not expecting this bull market to revert to a full blown bear market. Market pullbacks seem few and far between of late, but are healthy and necessary in order to sustain a longer term trend like the one investors are enjoying since the end financial crises in 2009.From The Blog of HORAN Capital AdvisorsSource: Doug ShortThe catalyst for the current market pullback certainly is different. ...  Read more...
I suspect oil price movements will continue to garner many of the headlines during the coming week. During the past week, most of the economic reports were either positive or neutral.retail sales came in better than expected along with a spike higher in consumer sentiment.the release of the Fed's Labor Market Conditions Index for November was the lowest since January 2014 which suggests a softening labor market.the Job Openings and Labor Turnover report was essentially unchanged for October (Dec...  Read more...

Energy's Ripple Effect Or Is It A Tidal Wave?

Posted by David Templeton on Saturday, December 13, 2014 in Wealth Management | Comments (0)
Crude oil prices continue to take a beating and are seemly dragging the entire market lower this past week. A market concern now is the fact the price of a barrel of WTI crude has broken longer term support that had been in place for twenty years as can be seen in the chart below.From The Blog of HORAN Capital AdvisorsMarket participants have a new worry if crude does not rebound to reclaim this long term support level--the free fall will continue. The next support level is just above $50 per ba...  Read more...

Is The Recent Market Decline Really A Rout?

Posted by David Templeton on Wednesday, December 10, 2014 in Wealth Management | Comments (0)
On a price only basis the S&P 500 Index is down 3.86% from the high reached on December 5, 2014 and headlines describe this recent market action as a "rout" or a market "tumble." I do not intend to pick on the publishes of the below headlines as many articles have highlighted the recent market action in this way.From The Blog of HORAN Capital AdvisorsFrom The Blog of HORAN Capital AdvisorsThese dramatic headlines can cause investors to loss sight of the real market action, and more importantly, ...  Read more...
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