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Lemley Yarling Management Co
15624 Lemley Drive
Soldiers Grove, Wi 54655
Bud: 312-925-5248       Kathy: 630-323-8422

October 25, 2013

Model Portfolio Value As of 25 October 2013

$ 706,004


Comment on Model Portfolio activity

We added to AT&T, Broadcom, Juniper and Merck this week and bought a position in EMC in a few accounts. The Model is now 70% invested which is a lot for us. There may be a pullback in November but the stocks we are adding are fairly valued and we donít expect a major downturn for the rest of the year. Time will tell. Our guess- and it is a guess- is that the action is similar to last year.
*****

 

October 18, 2013

Model Portfolio Value As of 18 October 2013

$ 704,918


Comment on Model Portfolio activity

We did more buying this week on weakness in individual stocks and also on earnings news that was positive. The settlement to the debt ceiling and government shutdown removes that worry for a while. October is the end of mutual fund accounting and so we would guess that no serious pullback will occur till November. We still have buying power for such an occurrence but we are as fully invested in accounts as prudence dictates.
*****

 

October 11, 2013

Model Portfolio Value As of 11 October 2013

$ 694,839


Comment on Model Portfolio activity

The markets arenít going anywhere until the Washington brouhaha is settled. Until then we continue to add on down days.

During the week we bought more Sprint, Sony and Abercrombie. Keep the Faith.
*****

 

October 4, 2013

Model Portfolio Value As of 4 October 2013

$ 697,685


Comment on Model Portfolio activity

During the week we repurchased Aťropostale when it didnít drop in the mini sell off caused by the Government shutdown. We also added to Alco, Juniper and Abercrombie in accounts and began positions in BankAmerica, Huntington Bank and Ford.
*****

Markets were lower during the week and may remain so during all the political brouhaha. Markets can use time to correct as well as price drops and time as a correcting mechanism is more bullish.
*****

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 



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15624 Lemley Drive, Soldiers Grove, Wi 54655 312-925-5248
The factual statements herein have been taken from sources we believe to be reliable but such statements are made without any representation as to accuracy or completeness or otherwise. From time to time the Lemley Letter, or one or more of its officers or employees, may buy and sell as agent the securities referred to herein or options relating thereto, and may have a long or short position in such securities or options. This report should not be construed as a solicitation or offer of the purchase or sale of securities. Prices shown are approximate. Past performance is no indication of future performance.