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The Long Term GARP portfolio delivers in April

Positions // May 20, 2013 by Yale Bock

Here's how the key holdings performed.

Sell in May? Maybe not this year

Positions // April 22, 2013 by Yale Bock

The stock market has plenty of supports heading into the second half.

Sometimes less is more when it comes to investing

Positions // March 26, 2013 by Yale Bock

Few earnings reports moved my portfolio's holdings last month.

GigaMedia is launching a cloud service and has $100 million in cash

Positions // March 16, 2013 by Yale Bock

GigaMedia's new cloud business launches this year.

The case for gold right now

Positions // March 13, 2013 by Yale Bock

It's still a race to debase.

Another quarter has gone by

...and still no call from your broker

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Long Term GARP model's lineup delivers

Positions // February 14, 2013 by Yale Bock

Here's the latest on Starbucks, Intuit, British Petroleum and other portfolio holdings.

Why cash may be leaking out of bonds and into stocks

Positions // February 11, 2013 by Yale Bock

Strong capital flows may be heading into the stock market.

Why I'm looking to sell GigaMedia

Positions // January 24, 2013 by Yale Bock

I've sold half my holdings in GigaMedia and am looking to sell more.

Behind my bullish outlook for BP in 2013

Positions // December 9, 2012 by Yale Bock

Asset sales should boost BP's operating profits next year.

Check out the Long Term GARP model's supporting cast

Positions // November 14, 2012 by Yale Bock

Here's a performance breakdown of the model's major holdings.

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Yale Bock

Yale Bock

Founded by Yale Bock, Y H & C Investments is a registered investment advisor with the State of Nevada. Yale spent 15 years as an individual investor before starting his firm. Yale also manages the secured lending operations of a family owned businss.

My Investment Models
Concentrated GARP

Growth investor focusing on fundamental analysis including cash ratios, liquidity ratios and margin analysis. Also will invest in anticipation of mergers, spinoffs and arbitrage opportunities.

  • Manager
  • Benchmark
  • S&P 500
Graph for model: Concentrated GARP
Long Term GARP

The philosophy of Y H & C Investments revolves around the idea of buying a dollar bill for 50 cents. Investing is the idea of spending money today with the objective of a far greater return in the future.

  • Manager
  • Benchmark
  • S&P 500
Graph for model: Long Term GARP
View My Covestor Profile

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The content of the Covestor Blog includes the commentary by third party providers and does not necessarily represent the opinions of Covestor or any of its officers, directors, employees or staff. The content, whether or not provided by Covestor, does not constitute investment advice and is not an offer to buy or sell any security. Transaction histories of Covestor Models are available upon request. For additional information or questions about this blog, please contact editorial@covestor.com.

Any external links provided are not the property or responsibility of Covestor, and although Covestor has a reasonable belief that the information is factual and up to date, they cannot guarantee the accuracy of the information on these links.

Blog discussions may contain references to model performance. The performance figures stated are net of advisory fees, and include reinvestment of dividends or other earnings. Past performance is no guarantee of future results.

Any investments discussed in the blogs that are not identified as being held in a model or models are for illustrative purposes only. There is no assurance that the adviser will make any investments with the same or similar characteristics as any investments presented. The investments are presented for discussion purposes only and are not a reliable indicator of the performance or investment profile of any composite or client account. Further, the reader should not assume that any investments identified were or will be profitable or that any investment recommendations or that investment decisions made by model managers in the future will be profitable.

Blog discussions may contain references or comparisons to indexes. The index comparisons herein are provided for informational purposes only and should not be used as the basis for making an investment decision. There are significant differences between client accounts and the indices referenced including, but not limited to, risk profile, liquidity, volatility and asset composition. If you would like more specific information about a particular index, please visit the respective index’s website.

Covestor blogs may contain forward-looking statements, information and opinions, including descriptions of anticipated market changes and expectations of future activity. The mangers believe that such statements, information, and opinions are based upon reasonable estimates and assumptions. However, forward-looking statements, information and opinions are inherently uncertain and actual events or results may differ materially from those reflected in the forward-looking statements. Therefore, undue reliance should not be placed on such forward-looking statements, information and opinions.

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