Companies Continue To Enhance Earnings Per Share Via Stock Buybacks

 June 25 2015     David Templeton
S&P Dow Jones Indices released first quarter 2015 buyback detail for the S&P 500 Index. On a year over year basis, buybacks declined 9.5%. In conjunction with the YOY decline in buybacks, YOY operating earnings declined 6.3% and as reported earnings declined nearly 13%. Important in the buyback report is the fact 20% of S&P 500 companies reduced their share count by at least 4%. This share count r...

Better Investing Members' Most Active Stocks As Of June 20, 2015

 June 20 2015     David Templeton
Better Investing Magazine maintains a list of most active stocks as reported by their members. From time to time I highlight recent activity. Below is the list of most active stocks as of June 20, 2015. Most of the active stocks on the list are experiencing more buying than selling. Two issues, Qualcomm (QCOM) and Ford (F), are experiencing the most selling pressure as reported by BI's members.Fro...

EURO STOXX 50 VIX At Record Wide Spread Versus S&P 500 VIX

 June 20 2015     David Templeton
The VIX index is a measure of volatility and a higher VIX reading is associated heightened investor fear. Because this index is know as the fear index, a higher VIX reading is viewed as a contrarian indicator. In late 2008 the VIX hit a level of near 90% as compared to today's reading of about 14%. Shortly after this high reading the S&P 500 Index reached a bottom and has been on a march higher si...

Stock Investors Should Hope 2015 Is A Repeat Of 2013

 June 16 2015     David Templeton
Market similarities comparing this year to 2013 are beginning to rise to the forefront of investors' minds. For equity investors, let's hope 2015 is a repeat of 2013. In 2013 the bond market experienced a "taper tantrum" as the Fed was preparing to end its quantitative easing programs. From early May 2013 to mid September the 10 year US Treasury yield rose from 1.7% to 2.9%. On an absolute basis, ...

Dow Theory Has Many False Signals

 June 14 2015     David Templeton
One technical market indicator that has gained quite a bit of focus recently is the weakness in the transport index (IYT) relative to the Dow Jones Industrials Index (DJIA). Dow Theory suggests that underperformance in the transportation sector of the market is a precursor to broader weakness in the Dow index.From The Blog of HORAN Capital AdvisorsEarlier this month, Sam Stovall, U.S. Equity Strat...

Low Bullish Investor Sentiment Generally Leads To Strong Forward Returns For Stocks

 June 13 2015     David Templeton
This past week the American Association of Individual Investors reported bullish investor sentiment declined over seven percentage points to 20.04%. This is the lowest sentiment reading level since April 11, 2013 when bullish sentiment was reported at 19.31%.From The Blog of HORAN Capital AdvisorsData source: AAIIThe Individual investor sentiment reading is considered a contrarian indicator. As su...

HORAN's Financial Resource Center

 June 9 2015     Anna Pfaehler
This year, HORAN’s Financial Planning blog has been focusing on the basics of financial health. We hope it will be a resource for those just starting on the path to financial wellness. However, this blog is just one of the manyeducational resources HORAN’s website offers.   The HORAN Financial Resource Center is a relatively new addition to the HORAN website that provides information for all stag...

High Quality Stocks Hold Up Better In Broad Equity Market Corrections

 June 8 2015     David Templeton
Just two weeks ago I wrote an article focusing on investment risk and market corrections, Incurring Investment Risk Near A Market Correction. The "correction" thinking seems to remain high on many investors' and strategists' minds. From a contrarian perspective, market corrections are difficult to time and corrections rarely occur when everyone expects them to. This article is falling into the sam...

Health Insurers Have Been Large Beneficiaries Of The Affordable Care Act

 June 3 2015     David Templeton
In March 2010 President Obama signed into law the Patient Protection and Affordable Care Act (ACA), commonly know as Obamacare. The laws intention was to provide affordable health care to all, including the the uninsured. With the implementation of the ACA one might expect the insured not to be harmed by the laws implementation. Interestingly though, the primary beneficiaries seem to be the health...

Share Buyback Investment Strategy Beginning To Underperform Broader Market

 May 31 2015     David Templeton
One market phenomenon noticed by many investors has been the elevated use of excess cash flow by companies to fund stock buyback programs. The demand for these buyback oriented equities has resulted in their significant outperformance versus the broader S&P 500 Index as can be seen in the below chart.From The Blog of HORAN Capital AdvisorsThe U.S. equity market bottomed in March of 2009 following ...
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