Entries for 2015

2015 Was A Year For Growth Stocks And Only A Handful Were Needed

 December 31 2015     David Templeton
The Dow Jones Industrial Average declined 2.2% in 2015, its first negative return year since 2008. The S&P 500 Index fell .7% and the Nasdaq posted a positive 5.7 return for the year. Several interesting phenomenon occurred in 2015: narrow market breadth, strong outperformance of growth stocks versus value stocks and strong performance of the FANGs (Facebook (FB), Amazon (AMZN), Netflix (NFLX) and...

Individual Investors Still Liking Apple

 December 28 2015     David Templeton
The below list details the most active stocks reported by Better Investing members. Better Investing members continue to show buying interest in Apple (AAPL). Since my last update of this list in November, General Electric (GE) and Kinder Morgan (KMI) are new additions while Netflix (NFLX) and Johnson & Johnson (JNJ) have fallen from the top 10.From The Blog of HORAN Capital AdvisorsFull ViewDiscl...

Midstream MLPs Potential Funding Hurdles

 December 27 2015     David Templeton
Stocks in Energy Master Limited Partnerships (MLPs) have experienced some of the worst declines of any sector this year. The below chart of the Credit Suisse X-Links Cushings MLP Infrastructure ETN (MLPN) is a clear example of the magnitude of the decline. From the ETN's high to its low this year, the ETN fell over 52%. In less than a month, and mostly the past week, MLPN has rebounded 19% yet rem...

Our Most Read Blog Articles In 2015

 December 26 2015     David Templeton
Below are links to some of the most read articles on our blog in 2015. Several of the articles written early in 2015 may continue to have relevance as we approach 2016,the first article below on how to profit from a rise in oil prices.article #10, which highlights issues surrounding a strong U.S. Dollararticle #5 on the list detailed issues we believed the market needed to resolve in order to gene...

Retailers Poised To Offer Significant Discounts In The New Year

 December 24 2015     David Templeton
The business inventory to sales ratio and retail inventory to sales ratio are above or near levels last seen prior to the last recession. In an article in the Wall Street Journal ($) this morning it was noted, "Sales at physical stores fell 6.7% over the most recent weekend, while traffic declined 10.4%, according to RetailNext, which collects data through analytics software it provides to retaile...

Buybacks And Dividends Exceeded Reported Earnings In Third Quarter

 December 21 2015     David Templeton
For the third quarter, S&P Dow Jones Indices is reporting that on a quarter over quarter basis buybacks for S&P 500 companies increased 14.5% and increased 3.7% on a year over year basis. The dividend plus buyback yield for the index is 5.53% and is at the highest level since the fourth quarter of 2011. The third quarter total of buybacks and dividends of $245.65 billion exceeded reported earnings...

Industrial Production Turns Negative

 December 16 2015     David Templeton
This afternoon the Fed raised interest rates by 25 basis points, i.e., .25%. Certainly a quarter point hike in rates should not have a significant impact overall. However, the economy does seem to be shifting into a lower gear. One note of caution is the industrial production report this morning. The report shows the first year over year decline since the end of the last recession. As the below ch...

File and Suspend Changes and the Effects on Women

 December 14 2015     Anna Pfaehler
“Social Security was created in a time when many women did not work outside the home. To recognize the value of the work they did and create economic stability for women in old age, spousal benefits were created.”

Junk Bond Risk Leading To A Potential 'Blood In The Streets' Environment

 December 14 2015     David Templeton
Investor attention at the end of last week's trading was focused on the sharp sell off in high yield bonds, better know as junk bonds. This sell off was precipitated by the firm, Third Avenue, restricting redemptions on its Focused Credit Fund. Subsequent to Third Avenue's announcement, Stone Lion Capital Partners L.P. said it suspended redemptions in its credit hedge funds due to the high level o...

The Facts Behind A Disappearing Middle Class

 December 10 2015     David Templeton
Today, a number of media outlets have been discussing the disappearing middle class. The report was released by the Pew Research Center and notes, in 2015 21% of households comprise the top two income tiers, with Pew defining as more than twice the nation’s median income or at least $126,000 a year for a three-person household, which is up from 14% in 1971. For the bottom two income tiers, a th...
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