Bud's Poem Page
  Katie's Coast2Coast Blog
  Katie's West Coast Blog
Lemley Yarling Management Co
309 W Johnson Street
Apt 544
Madison, WI 53703
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.
























This site contains copyrighted material the use of which has not always been specifically authorized by the copyright owner. We are making such material available in our efforts to advance understanding of environmental, political, human rights, economic, democracy, scientific, and social justice issues, etc. We believe this constitutes a 'fair use' of any such copyrighted material as provided for in section 107 of the US Copyright Law. In accordance with Title 17 U.S.C. Section 107, the material on this site is distributed without profit to those who have expressed a prior interest in receiving the included information for research and educational purposes. For more information go to: http://www.law.cornell.edu/uscode/17/107.shtml. If you wish to use copyrighted material from this site for purposes of your own that go beyond 'fair use', you must obtain permission from the copyright owner.

Website Information

For Information on RBC LLC SIPC and Excess SIPC protection http://www.rbcadvisorservices.com/partner/testimonials/cid-161786.html.

For those clients of LY& Co and other interested persons the Quarterly Report on the routing of customer orders under SEC Rule11Ac1-6.
For Quarter Ending 09/30/2002 For Quarter Ending 12/31/2002 For Quarter Ending 03/31/2003
For Quarter Ending 06/30/2003 For Quarter Ending 09/30/2003 For Quarter Ending 12/31/2003
For Quarter Ending 03/31/2004

All SEC Rule11Ac1-6 Quarterly reports up to March 2, 2012 may be found by visiting the diclosures at LY& Co Clearing Broker Mesirow Financial at: http://www.tta.thomson.com/reports/1-6/msro/.

From March 2, 2012 forward all SEC Rule11Ac1-6 Quarterly reports may be found by visiting the website http://www.rbccorrespondentservices.com/cid-112218.html.

Annual offer to present clients of Lemley Yarling Management Co. Under Rule 204-3 of the SEC Advisors Act, we are pleased to offer to send to you our updated Form ADV, Part II for your perusal. If any present client would like a copy, please don't hesitate to write, e-mail, or call us.

A list of all recommendations made by Lemley Yarling Management Co. for the preceding one-year period is available upon request.

Business Continuity Plan


309 W Johnson Street Apt 544, Madison, Wi 53703 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.