SlideShare una empresa de Scribd logo
1 de 10
Descargar para leer sin conexión
“
Page 1 of 10 August 2014 © Copyright StockTakers Limited, All Rights Reserved. Copying Prohibited.
The author does not provide investment advice. In order to use reproduce or convey the material herein,
in any way, written agreement must be obtained from the author or its agent Architypes Inc.
StockTakers Limited is an Alberta corporation providing information on “likeables” equities.
StockTakers Limited encourages your seeking tax law advisor for capital gains tax dispositions.
Defend Your Capital, TaxCharityTM
Update–15 August 2014
Equities trading above our benchmark Risk Price (SF) are those liked by investors, as two of three
continue to price rise due to investors’ preference. These equities we call “likeables.” They are
revealed by their rise above Risk Price, our metric that investors must know to defend their capital1
.
Cash must be engaged in the economy in business ideas with valiant balance sheets or it loses
value. That is simple fact. For small savings it is needful but arbitrary you feed at the low price end
of "likeables" we find in balance sheets. Equities that tend to hold their value and gain are better
than cash. Risk Aversion, Capital Safety and Liquidity in ‘likeables’ we prove works for you.
This past year US markets have rebounded particularly well fed on Quantitative Eating courtesy of
the Federal Reserve. The market mavens got ‘surprised’ again. Consumers are demanding, firms
are not reversing their balance sheets. Our public TaxCharityTM
and BookBuilderTM
portfolios
continue unusual gain on our new theory of the firm. We seek accredited investors to advance the
impact of what we have proven. Meanwhile enjoy our charity to small investors, because we can.
The larger your “likeables” portfolio will tend to average 26% per annum Internal Rate of Return as
proven through the two recessions of these past 13 years. See our articles StockTakers’ 2012Q1
bite on DJI2
. and The Counter Culture: Case for a Can Opener3
. Our work stands on giants,
insights of three very different laureates, and more, evidence. Our “likeables”portfolios are proof.
What proof does convention offer? Right that is an oxymoron4
. Convention is flat-landers in a
global reality. Fund managers as financial advisors are just used equities sellers who never kick the
tires or check the fluids, because they do not know more than pretense, Capital Appreciation
Raiders, CAR sellers, of financial products for their unworthy fee-taking but none left for you. Do
not give those Artful Dodgers your wallet. Engage our “Likeables” and save your own bacon.
Financial industry advisors are schooled selling financial products
to exploit small investor savings for their taking fees. They are not
changing their tools or sharpening those they have. They took the
“regular courses” to be certified in a self-regulated industry that is
only their own creative fiction. Seemingly, certification requires
intensive study in the key tools of Rhetoric - Adumbration,
Subterfuge, Mystification and Derogation. Sounds familiar.
“I only took the regular courses,” sighed the Mock Turtle.
“What was that?” inquired Alice.
“Reeling and Writhing, of course, to begin with, and then the
different branches of Arithmetic – Ambition, Distraction,
Uglification, and Derision.”
"there is risk in what you do not or cannot know." Thomas Tooke, 1844
"for the value of money is also perishable." Jean-Baptiste Say , 1803
“
Page 2 of 10 August 2014 © Copyright StockTakers Limited, All Rights Reserved. Copying Prohibited.
The author does not provide investment advice. In order to use reproduce or convey the material herein,
in any way, written agreement must be obtained from the author or its agent Architypes Inc.
StockTakers Limited is an Alberta corporation providing information on “likeables” equities.
StockTakers Limited encourages your seeking tax law advisor for capital gains tax dispositions.
Defend Your Capital, TaxCharityTM
Update–15 August 2014
Our proven behaviour fund managers like CPPIB ignore. But. politicians demand you must trust to
invest even double-up in their proven failure. There is proof Wall Street does not understand our
“likeables” behaviour as hedge funds fail to deliver. On gossip hem and haw the markets bounced
and yawed with all their boats. Quantitative Eating treacle-down capitalizes US markets, not yet
consumers ‘getting-on-with-their-lives’ demand driving the real economy. Those 2012 TSX
“likeables” rose to 37.79% gain in 20.5 months just below our usual average IRR. Our vibrant
NYSE 2012 “likeables” portfolio slipped to 57.54%, still far above average, on Quantitative Eating.
More proof is 11 month 26.73% gain managed by 2013 ‘likeables’ NYSE portfolio despite sharp
volatility, a mere 35.45% on recently vibrant TSX. All of our TaxCharityTM
portfolios needed a
few changes due stoploss breaches protecting from markets created Q1 down-side volatility.
What is essential is you hold a complement of at least eight but preferably more “likeables” as your
portfolio at any time (preferably in equal blocks of 100 share multiples for 'collaring options' as exit
strategy, as we prefer using). Tendency of ‘likeables’ for gain is not the same as ‘pin-the-point-on-
the-mule’ most seek. This is not child’s play. Let others chase their gamblers’ risk/reward model.
Good reason shows that rarely works.
Tax charity limits for 2013 income sheltering were used to set these portfolios. Americans looked
to sheltering $17,800.00 in 2013 depending on various factors in their tax code. Best have tax
specialist involved. Canadians could shelter $23,820.00 of their income in 2013. Extending our
proprietary information as charity to suit small investors’ needs our BookBuilderTM
invests in your
children’s education TaxCharityTM
your retirement and income needs, because we can, so you can.
TaxCharityTM
Portfolios Update List – 15 August 2014
NYSE Value 17K Firms 2012 limits Market
Price
Symbol SF
(Risk Price)
Stop/Loss
American Capital Ltd $topLoss sold 11feb14 ACAS:US $60 $14
Convergys Corp $topLoss sold 18apr CVG:US $20 $20
First Horizon National Corp StopLoss sold 15apr FHN:US $12 $11
Ford Motor Co. $topLoss sold 31jan13 F:US $15 $17
Hercules Offshore Inc StopLoss sold 09dec HERO:US $6 $3
Host Hotels & Resorts Inc HST:US $19 $21
Huntington Bancshares Inc $topLoss sold 17apr HBAN:US $9 $9
Interpublic Group of Cos 19.82 IPG:US $17 $18
KeyCorp 13.19 KEY:US $12 $13
LSI Corp $topLoss sold 22apr LSI:US $10 $10
Manitowoc Company StopLoss sold 15apr MTW:US $21 $28
MBIA Inc MBI:US $11 $8
Regions Financial Corp. ($top-Loss sold 16may14) RF:US $10 $10
“
Page 3 of 10 August 2014 © Copyright StockTakers Limited, All Rights Reserved. Copying Prohibited.
The author does not provide investment advice. In order to use reproduce or convey the material herein,
in any way, written agreement must be obtained from the author or its agent Architypes Inc.
StockTakers Limited is an Alberta corporation providing information on “likeables” equities.
StockTakers Limited encourages your seeking tax law advisor for capital gains tax dispositions.
Defend Your Capital, TaxCharityTM
Update–15 August 2014
Sprint Nextel StopLoss sold 09oct S:US $8 $7
Teradyne Inc $topLoss Apr 5, 2013 TER:US $16 $18
(Buy-ins 30apr13)
Boston Scientific Corp. (new $top-Loss 15apr14) BSX:US $13 $11
Goodyear Tire & Rubber Co. ($topLoss sold 07aug14) 24.00 GT:US $19 $24
Hudson City Bancorp Inc $topLoss sold 23sep13 HCBK:US $9 $9
JDS Uniphase Corp $topLoss sold 15aug JDSU:US $14 $11
New York Times Co. CL A. ($topLoss sold 23jul14) 14.00 NYT:US $8 prev$14$12
Spectra Energy Corp $topLoss sold 15Aug SE:US $36 $40
(Buy-ins 30jun13)
Compuware Corp. ($topLost 11apr14) CPWR:US $10 $9
MGIC Investment Corporation 8.00 MTG:US $7 prev$8$7
(Buy-ins 30jun13)
Lloyds BankingGroup PLC ADS ($topLost 28mar14) LYG:US $4 $5
OfficeMax Incorporated (Bought by ODP-05nov2013) OMX:US
Donnelley RR & Sons Company $topLoss sold 18sep13 RRD:US $14 $14
Sapient Corp $topLoss sold 04feb13 SAPE $13 $14
(Buy-ins 30jsep13)
Allianz SE 17.05 AZSEY:OTC $15 $14
(Buy-ins 15jan14)
LM Ericsson Telephone Company 12.34 ERIC:US $11 $11
International Game Technology $topLoss sold 24jan13 IGT $15 $15
(Buy-ins 15feb14)
Oracle Corp. 40.28 ORCL:US $35 $37
Westmoreland Coal Company 42.31 WLB:US $12 $33
Buy-ins 15apr2014 *100 shares each
Barclays PLC ADS. ($topLoss sold 26jun14) BCS:US $13 $13
Buy-ins 15apr2014 *100 shares each
Alcoa Inc. 16.11 AA:US $9 $14
Buy-ins 15jun2014 *100 shares each
Brocade Communications Systems Incorporated 9.33 BRCD:US $7 $8
Current 2012 Portfolio Value 15 August 2014
(including dividends) / 01 December 2012
23967.40 / 15214.00 Gain 20.5
months
57.54%
Net Cash Carried after 15jul2014 Buy-ins *100 shares 1642.00
Net Cash * after 100 shares sold on stoploss 4600.00
Current Cash 6242.00
Buy-ins 15aug2014 *100 shares each
CA Inc. 28.36 CA:US $26 $26
Cablevision Systems Corporation 18.18 CVC:US $17 $17
Peoples United Financial Incorporated 14.63 PBCT:US $13 $14
“
Page 4 of 10 August 2014 © Copyright StockTakers Limited, All Rights Reserved. Copying Prohibited.
The author does not provide investment advice. In order to use reproduce or convey the material herein,
in any way, written agreement must be obtained from the author or its agent Architypes Inc.
StockTakers Limited is an Alberta corporation providing information on “likeables” equities.
StockTakers Limited encourages your seeking tax law advisor for capital gains tax dispositions.
Defend Your Capital, TaxCharityTM
Update–15 August 2014
Net Cash Forward after Buy-ins *100 shares 125.00
Current 2012 Portfolio Value 15 August 2014
(including dividends) / 01 December 2012
23967.40 / 15214.00 Gain 20.5
months
57.54%
(Pending Need for Change or investing new Savings)
Applied Materials Inc. 22.48 AMAT:US $18 $21
Barnes Group Incorporated 34.33 B:US $25 $34
Energy Transfer Partners LP 57.56 ETP:US $51 $54
Kayne Anderson MLP Investment Company 40.06 KYN:US $37 $37
Vigilance while these below are nearing or still trading below Risk Price and not yet “likeables” so are still
not risk averse buy-ins.
Advanced Micro Devices Inc 4.13 AMD:US $4 $4
Banco Bradesco S.A. ADS 15.89 BBD:US $17 $13
News Corp. 17.25 NWSA:US $17 $17
USA ROTH/IRA 2013 limit 17800.00
Buy-ins 15sepl2013 *100 shares each
AMN Healthcare Services Inc. (new $top-Loss 15apr14) AHS:US $14 $11
Booz Allen Hamilton Incorporated $top-Loss 06nov BAH:US $19 $19
Ciena Corp. ($topLoss 24mar14) CIEN:US $19 $19
First Horizon National Corp $topLoss sold 08oct13 FHN:US $12 $11
Genworth Financial Inc. (new $top-Loss 15apr14) GNW:US $15 $15
Krispy Kreme Doughnuts Inc. $topLoss sold 03dec13 KKD:US $12 $12
US Airways Group Incorporated 39.19 AAL/LCC:US $12 $19
Lousinana-Pacific Corp. ($topLoss 14apr14) LPX:US $13 $13
Pandora Media Inc. ($topLoss 24mar14) P:US $33 $20
Radian Group Inc. ($topLoss 11apr14) RDN:US $12 $12
(Buy-ins 15nov13)
Hillshire Brands Co. ($topLoss 11apr14) HSH:US $37 $55
Buy-ins 15Jjan2014 *100 shares each
E Trade Financial Corp. (new $top-Loss 15apr14) ETFC:US $17 $18
Buy-ins 15apr2014 *100 shares each
ABB Ltd. ADS (new $top-Loss 15apr14) ABB:US $36 $21
AK Steel Holding Corp. ($6 $topLoss 03may14) AKS:US $6 $7
Aircastle Limited ($18 stopLoss 24apr14) AYR:US $14 $16
Cisco Systems Inc 24.43 CSCO:US $21 $24
Energy Transfer Equity LP 57.92 ETE:US $37 $46
Media General Inc. CL A (N* stoploss $19 05aug14) 16.02 MEG:US $16 $19
WhiteWave Foods Company 33.51 WWAV:US $23 $26
“
Page 5 of 10 August 2014 © Copyright StockTakers Limited, All Rights Reserved. Copying Prohibited.
The author does not provide investment advice. In order to use reproduce or convey the material herein,
in any way, written agreement must be obtained from the author or its agent Architypes Inc.
StockTakers Limited is an Alberta corporation providing information on “likeables” equities.
StockTakers Limited encourages your seeking tax law advisor for capital gains tax dispositions.
Defend Your Capital, TaxCharityTM
Update–15 August 2014
Buy-ins 15may2014 *100 shares each
Frontier Communications Corp 6.51 FTR:US $5 $5
Monster Worldwide Inc. (N* SF drop 05aug14 to $5) 5.43 MWW:US $5 $5
Westpac Banking Corp. ADS 31.82 WBK:US $26 $26
Buy-ins 15jun2014 *100 shares each
Magnum Hunter Resources Corp 6.31 MHR:US $4 $6
USA ROTH/IRA 2013 Portfolio 15 August 2014
(including dividends) / 15 September 2013
22558.40 / 17800.00 Gain 11.0
months
26.73%
Net Cash Forward after Buy-ins 12jun14 *100 shares) 26.00
Net Cash * after $toploss sale MEG, MWW *100 shares 2145.00
Current Cash 2171.00
Buy-ins 15jjul2014 *100 shares each
Polycom Incorporated 12.6 PLCM:US $11 $11
Rite Aid Corporation 6.33 RAD:US $5 $6
Net Cash Forward after Buy-ins 15aug14 *100 shares) 278.00
USA ROTH/IRA 2013 Portfolio 15 August 2014
(including dividends) / 15 September 2013
22558.40 / 17800.00 Gain 11.0
months
26.73%
Engage “Likeables” and save your own bacon. Because we can, you can
Equities that tend to hold their value and gain are better than cash. We like Capital Safety and
Liquidity because we have proven our risk aversion works, consistently obtaining both low risk and
AlphaSmartTM
high gain. Our Risk Price is what investors must know to defend their capital.
We are extending a small part of our proprietary information as charity to suit small investors’
needs for their small portfolios, our BookBuilderTM
supports your investing in your children’s
education, TaxCharityTM
your retirement or income needs, because we can, you can.
TaxCharityTM
TSX Portfolios Update List – 15 July 2014
TSX Value 22K Firms 2012 Limits Market
Price
Symbol SF
(Risk Price)
Stop/Loss
Aimia Inc ($topLoss sold 27feb14) AIM $16 $18
Algonquin Power & Utilities Corp.$topLoss AQN $7 $7
CAE Inc. ($top-loss sold 26mar) CAE $13 $13
Cott Corporation ($top-loss sold 01may) BCB $9 $7
Canfor Corporation ($top-loss 27mar14) CFP $26 $20
Chartwell Seniors Housing Real Est. Investment Trust CSH.UN $10 $10
“
Page 6 of 10 August 2014 © Copyright StockTakers Limited, All Rights Reserved. Copying Prohibited.
The author does not provide investment advice. In order to use reproduce or convey the material herein,
in any way, written agreement must be obtained from the author or its agent Architypes Inc.
StockTakers Limited is an Alberta corporation providing information on “likeables” equities.
StockTakers Limited encourages your seeking tax law advisor for capital gains tax dispositions.
Defend Your Capital, TaxCharityTM
Update–15 August 2014
Canexus Corporation CUS $9 $3
Denison Mines Corp. ($N* sold 15nov) DML $1 $1
Dundee Precious Metals Inc. ($top-loss sold12apr) DPM $11 $4
Enerflex Ltd. 20.74 EFX $13 $17
Great Canadian Gaming Corp 19.25 GC $14 $14
Heroux-Devtek Inc ($N* sold 04mar) HRX $10 $10
Dominion (Harry Winston) Diamond Corporation DDC $17 $15
Manitok Energy Inc 2.83 MEI $3 $2
Maple Leaf Foods Inc. 19.58 MFI $15 $18
Martinrea International Inc ($top-loss sold 20sep) MRE $10 $11
New Gold Inc. ($N* sold 04mar) NGD $13 $6
Jean Coutu Group (PJC) Inc. 21.66 PJC.A $20 $20
Pason Systems Inc. 32.50 PSI $16 $25
Trinidad Drilling Ltd. TDG $11 $11
Yamana Gold Inc. ($top-loss sold 12apr) YRI $16 $8
ARC Resources Ltd. 30.79 ARX $28 $28
Ensign Energy Serv. Inc. (N* stoploss $17 05aug14) 16.25 ESI $18 Prev.$16$17
Precision Drilling Corporation 13.12 PD $12 $13
NuVista Energy Ltd. ($top-loss sold 20sep) NVA $7 $9
Air Canada AC.B $4 $7
Hudsons Bay Company HBC $18 $15
Leon's Furniture Limited 15.10 LNF $14 $14
Buy-ins 30sep2013 *100 shares each
Ballard Power Systems Incorporated 4.35 BLD $2 $2
Buy-ins 15nov2013 *100 shares each
Ainsworth Lumber Co. Ltd. ($top-loss sold 15may) ANS $3 $2
Buy-ins 15dec2013 *100 shares each
Acadian Timber Corporation 13.70 ADN $13 $13
Buy-ins 15feb2014 *100 shares each
First Quantum Minerals Ltd. (N* sold 14mar) FM $20 $22
Buy-ins 15mar2014 *100 shares each
Progressive Waste Solutions Ltd. 27.23 BIN $24 $25
Pengrowth Energy Corp. (N* stoploss $7 05aug14) 6.70 PGF $5 Prev.$6$7
Buy-ins 15mar2014 *100 shares each
Canadian Energy Serv`s & Tech. Corp *(3:1 split 24jul14) 30.45 CEU $7* $10*
Buy-ins 15may2014 *100 shares each
Semafo Inc. 5.10 SMF $4 $4
TSX 2012 Portfolio Value 15 July2014 (including
dividends) / 01 December 2012
27852.00 / 20235.00 Gain 20.5
months
37.79%
Net Cash Carried after *100 shares Buy-ins 15may2014 53.00
“
Page 7 of 10 August 2014 © Copyright StockTakers Limited, All Rights Reserved. Copying Prohibited.
The author does not provide investment advice. In order to use reproduce or convey the material herein,
in any way, written agreement must be obtained from the author or its agent Architypes Inc.
StockTakers Limited is an Alberta corporation providing information on “likeables” equities.
StockTakers Limited encourages your seeking tax law advisor for capital gains tax dispositions.
Defend Your Capital, TaxCharityTM
Update–15 August 2014
Net Cash * after 100 shares 2295.00
Current Cash 2348.00
Buy-ins 15aug2014 *100 shares each
Canadian Oil Sands Limited 23.05 COS $21 $22
Net Cash Carried after *100 shares Buy-ins 43.00
TSX 2012 Portfolio Value 15 July2014 (including
dividends) / 01 December 2012
28596.00 / 20235.00 Gain 19.5
months
36.35%
(Pending Need for Change or investing new Savings)
AltaGas Ltd. 51.29 ALA $40 $44
Black Diamond Group Limited 27.82 BDI $24 $29
Capital Power Corporation 27.46 CPX $23 $24
Extendicare Incorporated 8.69 EXE $8 $7
Vigilance while these below are nearing or still trading below Risk Price and not yet “likeables” so are still
not risk averse buy-ins.
Artis Real Estate Investment Trust 15.88 AX.UN $16 $15
Gran Tierra Energy Incorporated 7.03 GTE $7 $7
RONA inc. 12.09 RON $12 $12
Talisman Energy Inc. 11.32 TLM $12 $10
Canadian 2013 RRSP limit 23820.00
Buy-ins 15sep2013 *100 shares each
Catamaran Corporation ($top-loss sold 18sep) CCT $58 $42
CML HealthCare Inc. (Bought by LifeLabs 01oct13) CLC
Celestica Inc. (stopLost 24jul14) 12.00 CLS $12 $12
Hudsons Bay Company $top-loss seold 23jan HBC $18 $15
Home Capital Group Inc.(2: 1 Stock Split 11mar14) 107.8 HCG $36 $43
Franco-Nevada Corporation 63.41 FNV $50 $55
Gluskin Sheff & Associates Inc ($N* sold 15nov) GS $24 $28
Buy-ins 15oct2013 *100 shares each
Calfrac Well Services Ltd. 39.44 CFW $15 $19
Pacific Rubiales Energy Corp. N* $top-loss sell 15feb PRE $24 $18
Buy-ins 15nov2013 *100 shares each
Aecon Group Inc. 16.41 ARE $16 $16
Nordion Inc. 14.36 NDN $10 $12
Buy-ins 15dec2013 *100 shares each
Resolute Forest Products Inc. ($topLost 14apr) RFP $15 $15
“
Page 8 of 10 August 2014 © Copyright StockTakers Limited, All Rights Reserved. Copying Prohibited.
The author does not provide investment advice. In order to use reproduce or convey the material herein,
in any way, written agreement must be obtained from the author or its agent Architypes Inc.
StockTakers Limited is an Alberta corporation providing information on “likeables” equities.
StockTakers Limited encourages your seeking tax law advisor for capital gains tax dispositions.
Defend Your Capital, TaxCharityTM
Update–15 August 2014
Buy-ins 15feb2014 *100 shares each
Acadian Timber Corporation ($topLost 27mar) ADN $13 $13
Altius Minerals Corp. (stopLost 10mar) ALS $9 $12
ATS Automation Tooling Sys’s Inc. (stopLost 14aug14) 14.00 ATA $10 $14
Buy-ins 15mar2014 *100 shares each
Transcontinental Inc. 14.11 TCL.A $14 $14
Buy-ins 15apr2014 *100 shares each
Bankers Petroleum Ltd. 6.25 BNK $4 $6
Superior Plus Corp. 14.26 SPB $10 $13
Pan American Silver Corp. 15.48 PAA $15 $15
2013 TSX Portfolio Value 15 August 2014
(including dividends) / 15 September 2013
32265.00 / 23820.00 Gain 11.0
months
35.45%
Net Cash Carried after *100 shares Buy-ins 15apr2014 115.00
Net Cash on $topLoss sales CLS, ATA *100 shares 2600.00
Current Cash 2715.00
Buy-ins 15aug2014 *100 shares each
RioCan Real Estate Investment Trust 26.75 REI.UN $25 $26
Net Cash Carried after *100 shares Buy-ins 40.00
2013 TSX Portfolio Value 15 August 2014
(including dividends) / 15 September 2013
32265.00 / 23820.00 Gain 11.0
months
35.45%
Engage in “likeables” save your own bacon. Because we can, you can
Equities that tend to hold their value and gain are better than cash. We like Risk Aversion, Capital
Safety and Liquidity by investing in “likeables” because we have proven that works, consistently
obtaining both low risk and high gain. Market behaviour prefers the “likeables” trading above Risk
Price and bids up their price.
The conventional investment industry cannot prove any of their assumptions underlying their
supposed methods they sell you as if theirs is “expertise”. It is just their mysticism5
as circular
logic is a spinning topic. Any tautology is just repetition until it appears to be logical. As we have
shown, luck is all that they trade in, 1.03 to 1 is just a coin-toss. They really are just rolling dice and
tossing cards with your nickels not seeing your pocket as their restraint, rather their opportunity for
their gaming. Do not loan them your pocket-book on empty promises they have never delivered.
What is the alternative to those Artful Dodgers so busy just blowing bubbles6
with cash from your
wallet? We are for the small investor. We shun the likely rude wealth takers among corporate
fiction doppelgängers under management that are not “likeables” because we can reasonably
“
Page 9 of 10 August 2014 © Copyright StockTakers Limited, All Rights Reserved. Copying Prohibited.
The author does not provide investment advice. In order to use reproduce or convey the material herein,
in any way, written agreement must be obtained from the author or its agent Architypes Inc.
StockTakers Limited is an Alberta corporation providing information on “likeables” equities.
StockTakers Limited encourages your seeking tax law advisor for capital gains tax dispositions.
Defend Your Capital, TaxCharityTM
Update–15 August 2014
identify those and shun them. They are overvalued, driven on more price gossip than fair value. Our
investment method is proven by consistent long term portfolios gains.
BookBuilder™ and TaxCharityTM
portfolios are of just our lowest cost "likeables" our methods
identify. It is our proprietary information given freely in charity to enable small investors to keep
their savings growing into their own wealth. Our method is proven. Because we can, you can7
.
In our Modal Geometry8
theory of the firm we make only two assumptions, clearly as follows:
1. there is a balance sheet of the firm (that the rule of law governs its information is possibly
weak assumption but at an accuracy to at least the modest degree accountants are prepared
to be responsible for); and,
2. the firm will vigorously negotiate, “what it owns” (in order to stay in business “what is
owed to it” with “what it owes” and vice versa, to make the best of what it has, that is in its
trading connections).
The Modal Geometry theory of the firm has unfolded by rigourous observation of corporate ledgers
relation to balance sheets as business process9
adds value. That is aided with logic, epistemology,
and some powerful mathematics. You have proof in these TaxCharityTM
portfolios performances.
Our reasons for having any equity in our portfolios are clear, concise and consistent. “likeables”
tendency demonstrates 2 of 3 “likeables” gaining for the long term. This we show proof positive,
in our TaxCharityTM
and BookBuilderTM
portfolios continued gain. We extend our proprietary
information to small investors. Because we can, you can.
Know What You Have. Have What You Know.
Our view is risk averse. Of course we require 2&20 fees for doing that. Mail us for our help.
Hans Goetze,
Architypes Inc. architypes@gmail.com and StockTakers Limited hg.stocktaker@gmail.com
Head Office
76 Midridge Close SE
Calgary, AB
T2X 1G1
351 Chemin Boulanger
Sutton, PQ
J0E 2K0
450 538-1270
1
http://www.slideshare.net/HansGoetze/the-grail-and-the-goat-portfolios
2
http://www.slideshare.net/HansGoetze/stock-takers-2012-q1-bite-on-dji
3
http://www.slideshare.net/HansGoetze/the-case-for-the-can-opener-edufeb12
4
http://www.newyorker.com/online/blogs/johncassidy/2014/05/how-hedge-funds-get-away-with-it.html
5
http://riskwerk.com/2014/03/07/pi-sanctification/
6
http://riskwerk.com/2013/10/14/asset-bubbles-day-october-14-2013/
7
http://www.slideshare.net/HansGoetze/the-grail-and-the-goat-portfolios
“
Page 10 of 10 August 2014 © Copyright StockTakers Limited, All Rights Reserved. Copying Prohibited.
The author does not provide investment advice. In order to use reproduce or convey the material herein,
in any way, written agreement must be obtained from the author or its agent Architypes Inc.
StockTakers Limited is an Alberta corporation providing information on “likeables” equities.
StockTakers Limited encourages your seeking tax law advisor for capital gains tax dispositions.
Defend Your Capital, TaxCharityTM
Update–15 August 2014
8
“The Modal Geometry of the Firm and the Balance Sheet Worth of the Trading Connections”, 2006, unpublished but available
from the author.
9
http://riskwerk.com/2014/03/15/pi-the-process/

Más contenido relacionado

La actualidad más candente

Best defense of capital tax charity 15oct2013
Best defense of capital tax charity 15oct2013Best defense of capital tax charity 15oct2013
Best defense of capital tax charity 15oct2013Hans Goetze
 
BlackSwanTradingTM 31mar2014
BlackSwanTradingTM 31mar2014BlackSwanTradingTM 31mar2014
BlackSwanTradingTM 31mar2014Hans Goetze
 
BlackSwanTradingTM 22nov15
BlackSwanTradingTM 22nov15BlackSwanTradingTM 22nov15
BlackSwanTradingTM 22nov15Hans Goetze
 
Tax charitytm updates 15jan14
Tax charitytm updates 15jan14Tax charitytm updates 15jan14
Tax charitytm updates 15jan14Hans Goetze
 
Best defense of capital tax charity 15sep2013
Best defense of capital tax charity 15sep2013Best defense of capital tax charity 15sep2013
Best defense of capital tax charity 15sep2013Hans Goetze
 
TaxCharitytm 15mar2015
TaxCharitytm 15mar2015TaxCharitytm 15mar2015
TaxCharitytm 15mar2015Hans Goetze
 
TaxCharityTM Portfolios Update 15nov2013
TaxCharityTM Portfolios Update 15nov2013TaxCharityTM Portfolios Update 15nov2013
TaxCharityTM Portfolios Update 15nov2013Hans Goetze
 
Best defense of capital tax charity 15 aug 2013
Best defense of capital tax charity 15 aug 2013Best defense of capital tax charity 15 aug 2013
Best defense of capital tax charity 15 aug 2013Hans Goetze
 
TaxCharit€TM 22apr16
TaxCharit€TM 22apr16TaxCharit€TM 22apr16
TaxCharit€TM 22apr16Hans Goetze
 
TaxCharityTM 15may15
TaxCharityTM 15may15TaxCharityTM 15may15
TaxCharityTM 15may15Hans Goetze
 
BlackSwanTradingTM 22apr16
BlackSwanTradingTM 22apr16BlackSwanTradingTM 22apr16
BlackSwanTradingTM 22apr16Hans Goetze
 
TaxCharit€tm 22mar16
TaxCharit€tm 22mar16TaxCharit€tm 22mar16
TaxCharit€tm 22mar16Hans Goetze
 
TaxCharitEtm 23feb16
TaxCharitEtm 23feb16TaxCharitEtm 23feb16
TaxCharitEtm 23feb16Hans Goetze
 
BlackSwanTradingTM 22feb16
BlackSwanTradingTM 22feb16BlackSwanTradingTM 22feb16
BlackSwanTradingTM 22feb16Hans Goetze
 
BlackSwanTradingTM 22jan16
BlackSwanTradingTM 22jan16BlackSwanTradingTM 22jan16
BlackSwanTradingTM 22jan16Hans Goetze
 
BlackSwanTradingTM 22jun2015
BlackSwanTradingTM 22jun2015BlackSwanTradingTM 22jun2015
BlackSwanTradingTM 22jun2015Hans Goetze
 
BlackSwanTradingTM 22aug16
BlackSwanTradingTM 22aug16BlackSwanTradingTM 22aug16
BlackSwanTradingTM 22aug16Hans Goetze
 
BlackSwanTradingTM 22sep16
BlackSwanTradingTM 22sep16BlackSwanTradingTM 22sep16
BlackSwanTradingTM 22sep16Hans Goetze
 
ABCs defense of capital tax charity 22aug2013
ABCs defense of capital tax charity 22aug2013ABCs defense of capital tax charity 22aug2013
ABCs defense of capital tax charity 22aug2013Hans Goetze
 
BlackSwanTradingTM 22oct16
BlackSwanTradingTM 22oct16BlackSwanTradingTM 22oct16
BlackSwanTradingTM 22oct16Hans Goetze
 

La actualidad más candente (20)

Best defense of capital tax charity 15oct2013
Best defense of capital tax charity 15oct2013Best defense of capital tax charity 15oct2013
Best defense of capital tax charity 15oct2013
 
BlackSwanTradingTM 31mar2014
BlackSwanTradingTM 31mar2014BlackSwanTradingTM 31mar2014
BlackSwanTradingTM 31mar2014
 
BlackSwanTradingTM 22nov15
BlackSwanTradingTM 22nov15BlackSwanTradingTM 22nov15
BlackSwanTradingTM 22nov15
 
Tax charitytm updates 15jan14
Tax charitytm updates 15jan14Tax charitytm updates 15jan14
Tax charitytm updates 15jan14
 
Best defense of capital tax charity 15sep2013
Best defense of capital tax charity 15sep2013Best defense of capital tax charity 15sep2013
Best defense of capital tax charity 15sep2013
 
TaxCharitytm 15mar2015
TaxCharitytm 15mar2015TaxCharitytm 15mar2015
TaxCharitytm 15mar2015
 
TaxCharityTM Portfolios Update 15nov2013
TaxCharityTM Portfolios Update 15nov2013TaxCharityTM Portfolios Update 15nov2013
TaxCharityTM Portfolios Update 15nov2013
 
Best defense of capital tax charity 15 aug 2013
Best defense of capital tax charity 15 aug 2013Best defense of capital tax charity 15 aug 2013
Best defense of capital tax charity 15 aug 2013
 
TaxCharit€TM 22apr16
TaxCharit€TM 22apr16TaxCharit€TM 22apr16
TaxCharit€TM 22apr16
 
TaxCharityTM 15may15
TaxCharityTM 15may15TaxCharityTM 15may15
TaxCharityTM 15may15
 
BlackSwanTradingTM 22apr16
BlackSwanTradingTM 22apr16BlackSwanTradingTM 22apr16
BlackSwanTradingTM 22apr16
 
TaxCharit€tm 22mar16
TaxCharit€tm 22mar16TaxCharit€tm 22mar16
TaxCharit€tm 22mar16
 
TaxCharitEtm 23feb16
TaxCharitEtm 23feb16TaxCharitEtm 23feb16
TaxCharitEtm 23feb16
 
BlackSwanTradingTM 22feb16
BlackSwanTradingTM 22feb16BlackSwanTradingTM 22feb16
BlackSwanTradingTM 22feb16
 
BlackSwanTradingTM 22jan16
BlackSwanTradingTM 22jan16BlackSwanTradingTM 22jan16
BlackSwanTradingTM 22jan16
 
BlackSwanTradingTM 22jun2015
BlackSwanTradingTM 22jun2015BlackSwanTradingTM 22jun2015
BlackSwanTradingTM 22jun2015
 
BlackSwanTradingTM 22aug16
BlackSwanTradingTM 22aug16BlackSwanTradingTM 22aug16
BlackSwanTradingTM 22aug16
 
BlackSwanTradingTM 22sep16
BlackSwanTradingTM 22sep16BlackSwanTradingTM 22sep16
BlackSwanTradingTM 22sep16
 
ABCs defense of capital tax charity 22aug2013
ABCs defense of capital tax charity 22aug2013ABCs defense of capital tax charity 22aug2013
ABCs defense of capital tax charity 22aug2013
 
BlackSwanTradingTM 22oct16
BlackSwanTradingTM 22oct16BlackSwanTradingTM 22oct16
BlackSwanTradingTM 22oct16
 

Destacado

Contaminación del aire!!
Contaminación del aire!!Contaminación del aire!!
Contaminación del aire!!Diianiitha Rose
 
English150 Week3 Part1
English150 Week3 Part1English150 Week3 Part1
English150 Week3 Part1guestf94ae47
 
Article FD 7 December 2009
Article FD 7 December 2009Article FD 7 December 2009
Article FD 7 December 2009Manuel Voll
 
Book builder is yours to keep it yours 31may update
Book builder is yours to keep it yours   31may updateBook builder is yours to keep it yours   31may update
Book builder is yours to keep it yours 31may updateHans Goetze
 
StockTakers ABCs to Zs of TaxCharityTM-22may2014
StockTakers ABCs to Zs of TaxCharityTM-22may2014StockTakers ABCs to Zs of TaxCharityTM-22may2014
StockTakers ABCs to Zs of TaxCharityTM-22may2014Hans Goetze
 
Personal Responsibility, the Burden of Diseases, and Priority-Setting in Health
Personal Responsibility, the Burden of Diseases, and Priority-Setting in HealthPersonal Responsibility, the Burden of Diseases, and Priority-Setting in Health
Personal Responsibility, the Burden of Diseases, and Priority-Setting in Health Fondation Brocher
 

Destacado (7)

Contaminación del aire!!
Contaminación del aire!!Contaminación del aire!!
Contaminación del aire!!
 
English150 Week3 Part1
English150 Week3 Part1English150 Week3 Part1
English150 Week3 Part1
 
Article FD 7 December 2009
Article FD 7 December 2009Article FD 7 December 2009
Article FD 7 December 2009
 
Lalo casa s 1
Lalo casa s 1Lalo casa s 1
Lalo casa s 1
 
Book builder is yours to keep it yours 31may update
Book builder is yours to keep it yours   31may updateBook builder is yours to keep it yours   31may update
Book builder is yours to keep it yours 31may update
 
StockTakers ABCs to Zs of TaxCharityTM-22may2014
StockTakers ABCs to Zs of TaxCharityTM-22may2014StockTakers ABCs to Zs of TaxCharityTM-22may2014
StockTakers ABCs to Zs of TaxCharityTM-22may2014
 
Personal Responsibility, the Burden of Diseases, and Priority-Setting in Health
Personal Responsibility, the Burden of Diseases, and Priority-Setting in HealthPersonal Responsibility, the Burden of Diseases, and Priority-Setting in Health
Personal Responsibility, the Burden of Diseases, and Priority-Setting in Health
 

Similar a TaxCharityTM 15aug2014

TaxCharityTM 15jun2014
TaxCharityTM 15jun2014TaxCharityTM 15jun2014
TaxCharityTM 15jun2014Hans Goetze
 
TaxCharityTM 15apr2015
TaxCharityTM 15apr2015TaxCharityTM 15apr2015
TaxCharityTM 15apr2015Hans Goetze
 
BookBuilder is yours to keep it yours
BookBuilder is yours to keep it yoursBookBuilder is yours to keep it yours
BookBuilder is yours to keep it yoursHans Goetze
 
ABC-Zs TaxCharitytm 22mar2015
ABC-Zs TaxCharitytm 22mar2015ABC-Zs TaxCharitytm 22mar2015
ABC-Zs TaxCharitytm 22mar2015Hans Goetze
 
StockTakers ABCs to Zs of TaxCharityTM-22mar2014
StockTakers ABCs to Zs of TaxCharityTM-22mar2014StockTakers ABCs to Zs of TaxCharityTM-22mar2014
StockTakers ABCs to Zs of TaxCharityTM-22mar2014Hans Goetze
 
BlackSwanTradingTM 22dec15
BlackSwanTradingTM 22dec15BlackSwanTradingTM 22dec15
BlackSwanTradingTM 22dec15Hans Goetze
 
ABC-Zs of TaxCharityTM-31oct2015
ABC-Zs of TaxCharityTM-31oct2015ABC-Zs of TaxCharityTM-31oct2015
ABC-Zs of TaxCharityTM-31oct2015Hans Goetze
 
TaxCharityTM 15oct2015
TaxCharityTM 15oct2015TaxCharityTM 15oct2015
TaxCharityTM 15oct2015Hans Goetze
 
ABCs to Zs TaxCharityTM-22jan2013
ABCs to Zs TaxCharityTM-22jan2013ABCs to Zs TaxCharityTM-22jan2013
ABCs to Zs TaxCharityTM-22jan2013Hans Goetze
 
ABC-Zs of TaxCharityTM-30dec15
ABC-Zs of TaxCharityTM-30dec15ABC-Zs of TaxCharityTM-30dec15
ABC-Zs of TaxCharityTM-30dec15Hans Goetze
 
WHYNOTtsxBUBBY TaxCharityTM-07jun16
WHYNOTtsxBUBBY TaxCharityTM-07jun16WHYNOTtsxBUBBY TaxCharityTM-07jun16
WHYNOTtsxBUBBY TaxCharityTM-07jun16Hans Goetze
 
BlackSwanTradingTM 22sep15
BlackSwanTradingTM 22sep15BlackSwanTradingTM 22sep15
BlackSwanTradingTM 22sep15Hans Goetze
 
BlackSwanTradingTM 22oct15
BlackSwanTradingTM 22oct15BlackSwanTradingTM 22oct15
BlackSwanTradingTM 22oct15Hans Goetze
 
BlackSwanTradingTM 22mar16
BlackSwanTradingTM 22mar16BlackSwanTradingTM 22mar16
BlackSwanTradingTM 22mar16Hans Goetze
 
TaxCharityTM 15dec2015
TaxCharityTM 15dec2015TaxCharityTM 15dec2015
TaxCharityTM 15dec2015Hans Goetze
 
WHYNOTtsxBUBBY-07aug16
WHYNOTtsxBUBBY-07aug16WHYNOTtsxBUBBY-07aug16
WHYNOTtsxBUBBY-07aug16Hans Goetze
 

Similar a TaxCharityTM 15aug2014 (16)

TaxCharityTM 15jun2014
TaxCharityTM 15jun2014TaxCharityTM 15jun2014
TaxCharityTM 15jun2014
 
TaxCharityTM 15apr2015
TaxCharityTM 15apr2015TaxCharityTM 15apr2015
TaxCharityTM 15apr2015
 
BookBuilder is yours to keep it yours
BookBuilder is yours to keep it yoursBookBuilder is yours to keep it yours
BookBuilder is yours to keep it yours
 
ABC-Zs TaxCharitytm 22mar2015
ABC-Zs TaxCharitytm 22mar2015ABC-Zs TaxCharitytm 22mar2015
ABC-Zs TaxCharitytm 22mar2015
 
StockTakers ABCs to Zs of TaxCharityTM-22mar2014
StockTakers ABCs to Zs of TaxCharityTM-22mar2014StockTakers ABCs to Zs of TaxCharityTM-22mar2014
StockTakers ABCs to Zs of TaxCharityTM-22mar2014
 
BlackSwanTradingTM 22dec15
BlackSwanTradingTM 22dec15BlackSwanTradingTM 22dec15
BlackSwanTradingTM 22dec15
 
ABC-Zs of TaxCharityTM-31oct2015
ABC-Zs of TaxCharityTM-31oct2015ABC-Zs of TaxCharityTM-31oct2015
ABC-Zs of TaxCharityTM-31oct2015
 
TaxCharityTM 15oct2015
TaxCharityTM 15oct2015TaxCharityTM 15oct2015
TaxCharityTM 15oct2015
 
ABCs to Zs TaxCharityTM-22jan2013
ABCs to Zs TaxCharityTM-22jan2013ABCs to Zs TaxCharityTM-22jan2013
ABCs to Zs TaxCharityTM-22jan2013
 
ABC-Zs of TaxCharityTM-30dec15
ABC-Zs of TaxCharityTM-30dec15ABC-Zs of TaxCharityTM-30dec15
ABC-Zs of TaxCharityTM-30dec15
 
WHYNOTtsxBUBBY TaxCharityTM-07jun16
WHYNOTtsxBUBBY TaxCharityTM-07jun16WHYNOTtsxBUBBY TaxCharityTM-07jun16
WHYNOTtsxBUBBY TaxCharityTM-07jun16
 
BlackSwanTradingTM 22sep15
BlackSwanTradingTM 22sep15BlackSwanTradingTM 22sep15
BlackSwanTradingTM 22sep15
 
BlackSwanTradingTM 22oct15
BlackSwanTradingTM 22oct15BlackSwanTradingTM 22oct15
BlackSwanTradingTM 22oct15
 
BlackSwanTradingTM 22mar16
BlackSwanTradingTM 22mar16BlackSwanTradingTM 22mar16
BlackSwanTradingTM 22mar16
 
TaxCharityTM 15dec2015
TaxCharityTM 15dec2015TaxCharityTM 15dec2015
TaxCharityTM 15dec2015
 
WHYNOTtsxBUBBY-07aug16
WHYNOTtsxBUBBY-07aug16WHYNOTtsxBUBBY-07aug16
WHYNOTtsxBUBBY-07aug16
 

Más de Hans Goetze

BookBuilderTM 31jan17
BookBuilderTM 31jan17BookBuilderTM 31jan17
BookBuilderTM 31jan17Hans Goetze
 
BlackSwanTradingtm 22jan17
BlackSwanTradingtm 22jan17BlackSwanTradingtm 22jan17
BlackSwanTradingtm 22jan17Hans Goetze
 
TaxCharityTM 15jan17
TaxCharityTM 15jan17TaxCharityTM 15jan17
TaxCharityTM 15jan17Hans Goetze
 
ABC to Zs of TaxCharityTM-31dec16
ABC to Zs of TaxCharityTM-31dec16ABC to Zs of TaxCharityTM-31dec16
ABC to Zs of TaxCharityTM-31dec16Hans Goetze
 
BookBuilderTM 31dec16
BookBuilderTM 31dec16BookBuilderTM 31dec16
BookBuilderTM 31dec16Hans Goetze
 
UUOOPPsies TaxCharityTM – 07dec16
UUOOPPsies TaxCharityTM – 07dec16UUOOPPsies TaxCharityTM – 07dec16
UUOOPPsies TaxCharityTM – 07dec16Hans Goetze
 
BlackSwanTradingTM 22dec16
BlackSwanTradingTM 22dec16BlackSwanTradingTM 22dec16
BlackSwanTradingTM 22dec16Hans Goetze
 
TaxCharityTM 15dec2016
TaxCharityTM 15dec2016TaxCharityTM 15dec2016
TaxCharityTM 15dec2016Hans Goetze
 
BookBuilderTM 30nov16
BookBuilderTM 30nov16BookBuilderTM 30nov16
BookBuilderTM 30nov16Hans Goetze
 
BlackSwanTradingTM 22nov16
BlackSwanTradingTM 22nov16BlackSwanTradingTM 22nov16
BlackSwanTradingTM 22nov16Hans Goetze
 
TaxCharityTM 15nov2016
TaxCharityTM 15nov2016TaxCharityTM 15nov2016
TaxCharityTM 15nov2016Hans Goetze
 
ABCs to Zs of TaxCharitytm-31oct16
ABCs to Zs of TaxCharitytm-31oct16ABCs to Zs of TaxCharitytm-31oct16
ABCs to Zs of TaxCharitytm-31oct16Hans Goetze
 
BookBuilderTM 31oct16
BookBuilderTM 31oct16BookBuilderTM 31oct16
BookBuilderTM 31oct16Hans Goetze
 
TaxCharityTM 15oct2016
TaxCharityTM 15oct2016TaxCharityTM 15oct2016
TaxCharityTM 15oct2016Hans Goetze
 
ABC-Zs TaxCharityTM-30sep16
ABC-Zs TaxCharityTM-30sep16ABC-Zs TaxCharityTM-30sep16
ABC-Zs TaxCharityTM-30sep16Hans Goetze
 
BookBuilderTM 30sep16
BookBuilderTM 30sep16BookBuilderTM 30sep16
BookBuilderTM 30sep16Hans Goetze
 
TaxCharityTM 15sep2016
TaxCharityTM 15sep2016TaxCharityTM 15sep2016
TaxCharityTM 15sep2016Hans Goetze
 
TaxCharityTM 15aug2016
TaxCharityTM 15aug2016TaxCharityTM 15aug2016
TaxCharityTM 15aug2016Hans Goetze
 

Más de Hans Goetze (20)

BookBuilderTM 31jan17
BookBuilderTM 31jan17BookBuilderTM 31jan17
BookBuilderTM 31jan17
 
BlackSwanTradingtm 22jan17
BlackSwanTradingtm 22jan17BlackSwanTradingtm 22jan17
BlackSwanTradingtm 22jan17
 
TaxCharityTM 15jan17
TaxCharityTM 15jan17TaxCharityTM 15jan17
TaxCharityTM 15jan17
 
ABC to Zs of TaxCharityTM-31dec16
ABC to Zs of TaxCharityTM-31dec16ABC to Zs of TaxCharityTM-31dec16
ABC to Zs of TaxCharityTM-31dec16
 
BookBuilderTM 31dec16
BookBuilderTM 31dec16BookBuilderTM 31dec16
BookBuilderTM 31dec16
 
UUOOPPsies TaxCharityTM – 07dec16
UUOOPPsies TaxCharityTM – 07dec16UUOOPPsies TaxCharityTM – 07dec16
UUOOPPsies TaxCharityTM – 07dec16
 
BlackSwanTradingTM 22dec16
BlackSwanTradingTM 22dec16BlackSwanTradingTM 22dec16
BlackSwanTradingTM 22dec16
 
TaxCharityTM 15dec2016
TaxCharityTM 15dec2016TaxCharityTM 15dec2016
TaxCharityTM 15dec2016
 
BookBuilderTM 30nov16
BookBuilderTM 30nov16BookBuilderTM 30nov16
BookBuilderTM 30nov16
 
BlackSwanTradingTM 22nov16
BlackSwanTradingTM 22nov16BlackSwanTradingTM 22nov16
BlackSwanTradingTM 22nov16
 
Babies Get It
Babies Get ItBabies Get It
Babies Get It
 
TaxCharityTM 15nov2016
TaxCharityTM 15nov2016TaxCharityTM 15nov2016
TaxCharityTM 15nov2016
 
ABCs to Zs of TaxCharitytm-31oct16
ABCs to Zs of TaxCharitytm-31oct16ABCs to Zs of TaxCharitytm-31oct16
ABCs to Zs of TaxCharitytm-31oct16
 
BookBuilderTM 31oct16
BookBuilderTM 31oct16BookBuilderTM 31oct16
BookBuilderTM 31oct16
 
New Bank Tithe
New Bank TitheNew Bank Tithe
New Bank Tithe
 
TaxCharityTM 15oct2016
TaxCharityTM 15oct2016TaxCharityTM 15oct2016
TaxCharityTM 15oct2016
 
ABC-Zs TaxCharityTM-30sep16
ABC-Zs TaxCharityTM-30sep16ABC-Zs TaxCharityTM-30sep16
ABC-Zs TaxCharityTM-30sep16
 
BookBuilderTM 30sep16
BookBuilderTM 30sep16BookBuilderTM 30sep16
BookBuilderTM 30sep16
 
TaxCharityTM 15sep2016
TaxCharityTM 15sep2016TaxCharityTM 15sep2016
TaxCharityTM 15sep2016
 
TaxCharityTM 15aug2016
TaxCharityTM 15aug2016TaxCharityTM 15aug2016
TaxCharityTM 15aug2016
 

Último

NO1 Certified Amil Baba In Lahore Kala Jadu In Lahore Best Amil In Lahore Ami...
NO1 Certified Amil Baba In Lahore Kala Jadu In Lahore Best Amil In Lahore Ami...NO1 Certified Amil Baba In Lahore Kala Jadu In Lahore Best Amil In Lahore Ami...
NO1 Certified Amil Baba In Lahore Kala Jadu In Lahore Best Amil In Lahore Ami...Amil baba
 
SBP-Market-Operations and market managment
SBP-Market-Operations and market managmentSBP-Market-Operations and market managment
SBP-Market-Operations and market managmentfactical
 
(办理学位证)加拿大萨省大学毕业证成绩单原版一比一
(办理学位证)加拿大萨省大学毕业证成绩单原版一比一(办理学位证)加拿大萨省大学毕业证成绩单原版一比一
(办理学位证)加拿大萨省大学毕业证成绩单原版一比一S SDS
 
The AES Investment Code - the go-to counsel for the most well-informed, wise...
The AES Investment Code -  the go-to counsel for the most well-informed, wise...The AES Investment Code -  the go-to counsel for the most well-informed, wise...
The AES Investment Code - the go-to counsel for the most well-informed, wise...AES International
 
NO1 WorldWide Love marriage specialist baba ji Amil Baba Kala ilam powerful v...
NO1 WorldWide Love marriage specialist baba ji Amil Baba Kala ilam powerful v...NO1 WorldWide Love marriage specialist baba ji Amil Baba Kala ilam powerful v...
NO1 WorldWide Love marriage specialist baba ji Amil Baba Kala ilam powerful v...Amil baba
 
Call Girls Near Me WhatsApp:+91-9833363713
Call Girls Near Me WhatsApp:+91-9833363713Call Girls Near Me WhatsApp:+91-9833363713
Call Girls Near Me WhatsApp:+91-9833363713Sonam Pathan
 
原版1:1复刻堪萨斯大学毕业证KU毕业证留信学历认证
原版1:1复刻堪萨斯大学毕业证KU毕业证留信学历认证原版1:1复刻堪萨斯大学毕业证KU毕业证留信学历认证
原版1:1复刻堪萨斯大学毕业证KU毕业证留信学历认证jdkhjh
 
(中央兰开夏大学毕业证学位证成绩单-案例)
(中央兰开夏大学毕业证学位证成绩单-案例)(中央兰开夏大学毕业证学位证成绩单-案例)
(中央兰开夏大学毕业证学位证成绩单-案例)twfkn8xj
 
Call Girls Near Delhi Pride Hotel, New Delhi|9873777170
Call Girls Near Delhi Pride Hotel, New Delhi|9873777170Call Girls Near Delhi Pride Hotel, New Delhi|9873777170
Call Girls Near Delhi Pride Hotel, New Delhi|9873777170Sonam Pathan
 
letter-from-the-chair-to-the-fca-relating-to-british-steel-pensions-scheme-15...
letter-from-the-chair-to-the-fca-relating-to-british-steel-pensions-scheme-15...letter-from-the-chair-to-the-fca-relating-to-british-steel-pensions-scheme-15...
letter-from-the-chair-to-the-fca-relating-to-british-steel-pensions-scheme-15...Henry Tapper
 
Financial Leverage Definition, Advantages, and Disadvantages
Financial Leverage Definition, Advantages, and DisadvantagesFinancial Leverage Definition, Advantages, and Disadvantages
Financial Leverage Definition, Advantages, and Disadvantagesjayjaymabutot13
 
GOODSANDSERVICETAX IN INDIAN ECONOMY IMPACT
GOODSANDSERVICETAX IN INDIAN ECONOMY IMPACTGOODSANDSERVICETAX IN INDIAN ECONOMY IMPACT
GOODSANDSERVICETAX IN INDIAN ECONOMY IMPACTharshitverma1762
 
Classical Theory of Macroeconomics by Adam Smith
Classical Theory of Macroeconomics by Adam SmithClassical Theory of Macroeconomics by Adam Smith
Classical Theory of Macroeconomics by Adam SmithAdamYassin2
 
2024 Q1 Crypto Industry Report | CoinGecko
2024 Q1 Crypto Industry Report | CoinGecko2024 Q1 Crypto Industry Report | CoinGecko
2024 Q1 Crypto Industry Report | CoinGeckoCoinGecko
 
fca-bsps-decision-letter-redacted (1).pdf
fca-bsps-decision-letter-redacted (1).pdffca-bsps-decision-letter-redacted (1).pdf
fca-bsps-decision-letter-redacted (1).pdfHenry Tapper
 
Economics, Commerce and Trade Management: An International Journal (ECTIJ)
Economics, Commerce and Trade Management: An International Journal (ECTIJ)Economics, Commerce and Trade Management: An International Journal (ECTIJ)
Economics, Commerce and Trade Management: An International Journal (ECTIJ)ECTIJ
 
212MTAMount Durham University Bachelor's Diploma in Technology
212MTAMount Durham University Bachelor's Diploma in Technology212MTAMount Durham University Bachelor's Diploma in Technology
212MTAMount Durham University Bachelor's Diploma in Technologyz xss
 

Último (20)

NO1 Certified Amil Baba In Lahore Kala Jadu In Lahore Best Amil In Lahore Ami...
NO1 Certified Amil Baba In Lahore Kala Jadu In Lahore Best Amil In Lahore Ami...NO1 Certified Amil Baba In Lahore Kala Jadu In Lahore Best Amil In Lahore Ami...
NO1 Certified Amil Baba In Lahore Kala Jadu In Lahore Best Amil In Lahore Ami...
 
🔝+919953056974 🔝young Delhi Escort service Pusa Road
🔝+919953056974 🔝young Delhi Escort service Pusa Road🔝+919953056974 🔝young Delhi Escort service Pusa Road
🔝+919953056974 🔝young Delhi Escort service Pusa Road
 
SBP-Market-Operations and market managment
SBP-Market-Operations and market managmentSBP-Market-Operations and market managment
SBP-Market-Operations and market managment
 
Monthly Economic Monitoring of Ukraine No 231, April 2024
Monthly Economic Monitoring of Ukraine No 231, April 2024Monthly Economic Monitoring of Ukraine No 231, April 2024
Monthly Economic Monitoring of Ukraine No 231, April 2024
 
(办理学位证)加拿大萨省大学毕业证成绩单原版一比一
(办理学位证)加拿大萨省大学毕业证成绩单原版一比一(办理学位证)加拿大萨省大学毕业证成绩单原版一比一
(办理学位证)加拿大萨省大学毕业证成绩单原版一比一
 
The AES Investment Code - the go-to counsel for the most well-informed, wise...
The AES Investment Code -  the go-to counsel for the most well-informed, wise...The AES Investment Code -  the go-to counsel for the most well-informed, wise...
The AES Investment Code - the go-to counsel for the most well-informed, wise...
 
NO1 WorldWide Love marriage specialist baba ji Amil Baba Kala ilam powerful v...
NO1 WorldWide Love marriage specialist baba ji Amil Baba Kala ilam powerful v...NO1 WorldWide Love marriage specialist baba ji Amil Baba Kala ilam powerful v...
NO1 WorldWide Love marriage specialist baba ji Amil Baba Kala ilam powerful v...
 
Call Girls Near Me WhatsApp:+91-9833363713
Call Girls Near Me WhatsApp:+91-9833363713Call Girls Near Me WhatsApp:+91-9833363713
Call Girls Near Me WhatsApp:+91-9833363713
 
原版1:1复刻堪萨斯大学毕业证KU毕业证留信学历认证
原版1:1复刻堪萨斯大学毕业证KU毕业证留信学历认证原版1:1复刻堪萨斯大学毕业证KU毕业证留信学历认证
原版1:1复刻堪萨斯大学毕业证KU毕业证留信学历认证
 
(中央兰开夏大学毕业证学位证成绩单-案例)
(中央兰开夏大学毕业证学位证成绩单-案例)(中央兰开夏大学毕业证学位证成绩单-案例)
(中央兰开夏大学毕业证学位证成绩单-案例)
 
Call Girls Near Delhi Pride Hotel, New Delhi|9873777170
Call Girls Near Delhi Pride Hotel, New Delhi|9873777170Call Girls Near Delhi Pride Hotel, New Delhi|9873777170
Call Girls Near Delhi Pride Hotel, New Delhi|9873777170
 
letter-from-the-chair-to-the-fca-relating-to-british-steel-pensions-scheme-15...
letter-from-the-chair-to-the-fca-relating-to-british-steel-pensions-scheme-15...letter-from-the-chair-to-the-fca-relating-to-british-steel-pensions-scheme-15...
letter-from-the-chair-to-the-fca-relating-to-british-steel-pensions-scheme-15...
 
Financial Leverage Definition, Advantages, and Disadvantages
Financial Leverage Definition, Advantages, and DisadvantagesFinancial Leverage Definition, Advantages, and Disadvantages
Financial Leverage Definition, Advantages, and Disadvantages
 
GOODSANDSERVICETAX IN INDIAN ECONOMY IMPACT
GOODSANDSERVICETAX IN INDIAN ECONOMY IMPACTGOODSANDSERVICETAX IN INDIAN ECONOMY IMPACT
GOODSANDSERVICETAX IN INDIAN ECONOMY IMPACT
 
Classical Theory of Macroeconomics by Adam Smith
Classical Theory of Macroeconomics by Adam SmithClassical Theory of Macroeconomics by Adam Smith
Classical Theory of Macroeconomics by Adam Smith
 
Q1 2024 Newsletter | Financial Synergies Wealth Advisors
Q1 2024 Newsletter | Financial Synergies Wealth AdvisorsQ1 2024 Newsletter | Financial Synergies Wealth Advisors
Q1 2024 Newsletter | Financial Synergies Wealth Advisors
 
2024 Q1 Crypto Industry Report | CoinGecko
2024 Q1 Crypto Industry Report | CoinGecko2024 Q1 Crypto Industry Report | CoinGecko
2024 Q1 Crypto Industry Report | CoinGecko
 
fca-bsps-decision-letter-redacted (1).pdf
fca-bsps-decision-letter-redacted (1).pdffca-bsps-decision-letter-redacted (1).pdf
fca-bsps-decision-letter-redacted (1).pdf
 
Economics, Commerce and Trade Management: An International Journal (ECTIJ)
Economics, Commerce and Trade Management: An International Journal (ECTIJ)Economics, Commerce and Trade Management: An International Journal (ECTIJ)
Economics, Commerce and Trade Management: An International Journal (ECTIJ)
 
212MTAMount Durham University Bachelor's Diploma in Technology
212MTAMount Durham University Bachelor's Diploma in Technology212MTAMount Durham University Bachelor's Diploma in Technology
212MTAMount Durham University Bachelor's Diploma in Technology
 

TaxCharityTM 15aug2014

  • 1. “ Page 1 of 10 August 2014 © Copyright StockTakers Limited, All Rights Reserved. Copying Prohibited. The author does not provide investment advice. In order to use reproduce or convey the material herein, in any way, written agreement must be obtained from the author or its agent Architypes Inc. StockTakers Limited is an Alberta corporation providing information on “likeables” equities. StockTakers Limited encourages your seeking tax law advisor for capital gains tax dispositions. Defend Your Capital, TaxCharityTM Update–15 August 2014 Equities trading above our benchmark Risk Price (SF) are those liked by investors, as two of three continue to price rise due to investors’ preference. These equities we call “likeables.” They are revealed by their rise above Risk Price, our metric that investors must know to defend their capital1 . Cash must be engaged in the economy in business ideas with valiant balance sheets or it loses value. That is simple fact. For small savings it is needful but arbitrary you feed at the low price end of "likeables" we find in balance sheets. Equities that tend to hold their value and gain are better than cash. Risk Aversion, Capital Safety and Liquidity in ‘likeables’ we prove works for you. This past year US markets have rebounded particularly well fed on Quantitative Eating courtesy of the Federal Reserve. The market mavens got ‘surprised’ again. Consumers are demanding, firms are not reversing their balance sheets. Our public TaxCharityTM and BookBuilderTM portfolios continue unusual gain on our new theory of the firm. We seek accredited investors to advance the impact of what we have proven. Meanwhile enjoy our charity to small investors, because we can. The larger your “likeables” portfolio will tend to average 26% per annum Internal Rate of Return as proven through the two recessions of these past 13 years. See our articles StockTakers’ 2012Q1 bite on DJI2 . and The Counter Culture: Case for a Can Opener3 . Our work stands on giants, insights of three very different laureates, and more, evidence. Our “likeables”portfolios are proof. What proof does convention offer? Right that is an oxymoron4 . Convention is flat-landers in a global reality. Fund managers as financial advisors are just used equities sellers who never kick the tires or check the fluids, because they do not know more than pretense, Capital Appreciation Raiders, CAR sellers, of financial products for their unworthy fee-taking but none left for you. Do not give those Artful Dodgers your wallet. Engage our “Likeables” and save your own bacon. Financial industry advisors are schooled selling financial products to exploit small investor savings for their taking fees. They are not changing their tools or sharpening those they have. They took the “regular courses” to be certified in a self-regulated industry that is only their own creative fiction. Seemingly, certification requires intensive study in the key tools of Rhetoric - Adumbration, Subterfuge, Mystification and Derogation. Sounds familiar. “I only took the regular courses,” sighed the Mock Turtle. “What was that?” inquired Alice. “Reeling and Writhing, of course, to begin with, and then the different branches of Arithmetic – Ambition, Distraction, Uglification, and Derision.” "there is risk in what you do not or cannot know." Thomas Tooke, 1844 "for the value of money is also perishable." Jean-Baptiste Say , 1803
  • 2. “ Page 2 of 10 August 2014 © Copyright StockTakers Limited, All Rights Reserved. Copying Prohibited. The author does not provide investment advice. In order to use reproduce or convey the material herein, in any way, written agreement must be obtained from the author or its agent Architypes Inc. StockTakers Limited is an Alberta corporation providing information on “likeables” equities. StockTakers Limited encourages your seeking tax law advisor for capital gains tax dispositions. Defend Your Capital, TaxCharityTM Update–15 August 2014 Our proven behaviour fund managers like CPPIB ignore. But. politicians demand you must trust to invest even double-up in their proven failure. There is proof Wall Street does not understand our “likeables” behaviour as hedge funds fail to deliver. On gossip hem and haw the markets bounced and yawed with all their boats. Quantitative Eating treacle-down capitalizes US markets, not yet consumers ‘getting-on-with-their-lives’ demand driving the real economy. Those 2012 TSX “likeables” rose to 37.79% gain in 20.5 months just below our usual average IRR. Our vibrant NYSE 2012 “likeables” portfolio slipped to 57.54%, still far above average, on Quantitative Eating. More proof is 11 month 26.73% gain managed by 2013 ‘likeables’ NYSE portfolio despite sharp volatility, a mere 35.45% on recently vibrant TSX. All of our TaxCharityTM portfolios needed a few changes due stoploss breaches protecting from markets created Q1 down-side volatility. What is essential is you hold a complement of at least eight but preferably more “likeables” as your portfolio at any time (preferably in equal blocks of 100 share multiples for 'collaring options' as exit strategy, as we prefer using). Tendency of ‘likeables’ for gain is not the same as ‘pin-the-point-on- the-mule’ most seek. This is not child’s play. Let others chase their gamblers’ risk/reward model. Good reason shows that rarely works. Tax charity limits for 2013 income sheltering were used to set these portfolios. Americans looked to sheltering $17,800.00 in 2013 depending on various factors in their tax code. Best have tax specialist involved. Canadians could shelter $23,820.00 of their income in 2013. Extending our proprietary information as charity to suit small investors’ needs our BookBuilderTM invests in your children’s education TaxCharityTM your retirement and income needs, because we can, so you can. TaxCharityTM Portfolios Update List – 15 August 2014 NYSE Value 17K Firms 2012 limits Market Price Symbol SF (Risk Price) Stop/Loss American Capital Ltd $topLoss sold 11feb14 ACAS:US $60 $14 Convergys Corp $topLoss sold 18apr CVG:US $20 $20 First Horizon National Corp StopLoss sold 15apr FHN:US $12 $11 Ford Motor Co. $topLoss sold 31jan13 F:US $15 $17 Hercules Offshore Inc StopLoss sold 09dec HERO:US $6 $3 Host Hotels & Resorts Inc HST:US $19 $21 Huntington Bancshares Inc $topLoss sold 17apr HBAN:US $9 $9 Interpublic Group of Cos 19.82 IPG:US $17 $18 KeyCorp 13.19 KEY:US $12 $13 LSI Corp $topLoss sold 22apr LSI:US $10 $10 Manitowoc Company StopLoss sold 15apr MTW:US $21 $28 MBIA Inc MBI:US $11 $8 Regions Financial Corp. ($top-Loss sold 16may14) RF:US $10 $10
  • 3. “ Page 3 of 10 August 2014 © Copyright StockTakers Limited, All Rights Reserved. Copying Prohibited. The author does not provide investment advice. In order to use reproduce or convey the material herein, in any way, written agreement must be obtained from the author or its agent Architypes Inc. StockTakers Limited is an Alberta corporation providing information on “likeables” equities. StockTakers Limited encourages your seeking tax law advisor for capital gains tax dispositions. Defend Your Capital, TaxCharityTM Update–15 August 2014 Sprint Nextel StopLoss sold 09oct S:US $8 $7 Teradyne Inc $topLoss Apr 5, 2013 TER:US $16 $18 (Buy-ins 30apr13) Boston Scientific Corp. (new $top-Loss 15apr14) BSX:US $13 $11 Goodyear Tire & Rubber Co. ($topLoss sold 07aug14) 24.00 GT:US $19 $24 Hudson City Bancorp Inc $topLoss sold 23sep13 HCBK:US $9 $9 JDS Uniphase Corp $topLoss sold 15aug JDSU:US $14 $11 New York Times Co. CL A. ($topLoss sold 23jul14) 14.00 NYT:US $8 prev$14$12 Spectra Energy Corp $topLoss sold 15Aug SE:US $36 $40 (Buy-ins 30jun13) Compuware Corp. ($topLost 11apr14) CPWR:US $10 $9 MGIC Investment Corporation 8.00 MTG:US $7 prev$8$7 (Buy-ins 30jun13) Lloyds BankingGroup PLC ADS ($topLost 28mar14) LYG:US $4 $5 OfficeMax Incorporated (Bought by ODP-05nov2013) OMX:US Donnelley RR & Sons Company $topLoss sold 18sep13 RRD:US $14 $14 Sapient Corp $topLoss sold 04feb13 SAPE $13 $14 (Buy-ins 30jsep13) Allianz SE 17.05 AZSEY:OTC $15 $14 (Buy-ins 15jan14) LM Ericsson Telephone Company 12.34 ERIC:US $11 $11 International Game Technology $topLoss sold 24jan13 IGT $15 $15 (Buy-ins 15feb14) Oracle Corp. 40.28 ORCL:US $35 $37 Westmoreland Coal Company 42.31 WLB:US $12 $33 Buy-ins 15apr2014 *100 shares each Barclays PLC ADS. ($topLoss sold 26jun14) BCS:US $13 $13 Buy-ins 15apr2014 *100 shares each Alcoa Inc. 16.11 AA:US $9 $14 Buy-ins 15jun2014 *100 shares each Brocade Communications Systems Incorporated 9.33 BRCD:US $7 $8 Current 2012 Portfolio Value 15 August 2014 (including dividends) / 01 December 2012 23967.40 / 15214.00 Gain 20.5 months 57.54% Net Cash Carried after 15jul2014 Buy-ins *100 shares 1642.00 Net Cash * after 100 shares sold on stoploss 4600.00 Current Cash 6242.00 Buy-ins 15aug2014 *100 shares each CA Inc. 28.36 CA:US $26 $26 Cablevision Systems Corporation 18.18 CVC:US $17 $17 Peoples United Financial Incorporated 14.63 PBCT:US $13 $14
  • 4. “ Page 4 of 10 August 2014 © Copyright StockTakers Limited, All Rights Reserved. Copying Prohibited. The author does not provide investment advice. In order to use reproduce or convey the material herein, in any way, written agreement must be obtained from the author or its agent Architypes Inc. StockTakers Limited is an Alberta corporation providing information on “likeables” equities. StockTakers Limited encourages your seeking tax law advisor for capital gains tax dispositions. Defend Your Capital, TaxCharityTM Update–15 August 2014 Net Cash Forward after Buy-ins *100 shares 125.00 Current 2012 Portfolio Value 15 August 2014 (including dividends) / 01 December 2012 23967.40 / 15214.00 Gain 20.5 months 57.54% (Pending Need for Change or investing new Savings) Applied Materials Inc. 22.48 AMAT:US $18 $21 Barnes Group Incorporated 34.33 B:US $25 $34 Energy Transfer Partners LP 57.56 ETP:US $51 $54 Kayne Anderson MLP Investment Company 40.06 KYN:US $37 $37 Vigilance while these below are nearing or still trading below Risk Price and not yet “likeables” so are still not risk averse buy-ins. Advanced Micro Devices Inc 4.13 AMD:US $4 $4 Banco Bradesco S.A. ADS 15.89 BBD:US $17 $13 News Corp. 17.25 NWSA:US $17 $17 USA ROTH/IRA 2013 limit 17800.00 Buy-ins 15sepl2013 *100 shares each AMN Healthcare Services Inc. (new $top-Loss 15apr14) AHS:US $14 $11 Booz Allen Hamilton Incorporated $top-Loss 06nov BAH:US $19 $19 Ciena Corp. ($topLoss 24mar14) CIEN:US $19 $19 First Horizon National Corp $topLoss sold 08oct13 FHN:US $12 $11 Genworth Financial Inc. (new $top-Loss 15apr14) GNW:US $15 $15 Krispy Kreme Doughnuts Inc. $topLoss sold 03dec13 KKD:US $12 $12 US Airways Group Incorporated 39.19 AAL/LCC:US $12 $19 Lousinana-Pacific Corp. ($topLoss 14apr14) LPX:US $13 $13 Pandora Media Inc. ($topLoss 24mar14) P:US $33 $20 Radian Group Inc. ($topLoss 11apr14) RDN:US $12 $12 (Buy-ins 15nov13) Hillshire Brands Co. ($topLoss 11apr14) HSH:US $37 $55 Buy-ins 15Jjan2014 *100 shares each E Trade Financial Corp. (new $top-Loss 15apr14) ETFC:US $17 $18 Buy-ins 15apr2014 *100 shares each ABB Ltd. ADS (new $top-Loss 15apr14) ABB:US $36 $21 AK Steel Holding Corp. ($6 $topLoss 03may14) AKS:US $6 $7 Aircastle Limited ($18 stopLoss 24apr14) AYR:US $14 $16 Cisco Systems Inc 24.43 CSCO:US $21 $24 Energy Transfer Equity LP 57.92 ETE:US $37 $46 Media General Inc. CL A (N* stoploss $19 05aug14) 16.02 MEG:US $16 $19 WhiteWave Foods Company 33.51 WWAV:US $23 $26
  • 5. “ Page 5 of 10 August 2014 © Copyright StockTakers Limited, All Rights Reserved. Copying Prohibited. The author does not provide investment advice. In order to use reproduce or convey the material herein, in any way, written agreement must be obtained from the author or its agent Architypes Inc. StockTakers Limited is an Alberta corporation providing information on “likeables” equities. StockTakers Limited encourages your seeking tax law advisor for capital gains tax dispositions. Defend Your Capital, TaxCharityTM Update–15 August 2014 Buy-ins 15may2014 *100 shares each Frontier Communications Corp 6.51 FTR:US $5 $5 Monster Worldwide Inc. (N* SF drop 05aug14 to $5) 5.43 MWW:US $5 $5 Westpac Banking Corp. ADS 31.82 WBK:US $26 $26 Buy-ins 15jun2014 *100 shares each Magnum Hunter Resources Corp 6.31 MHR:US $4 $6 USA ROTH/IRA 2013 Portfolio 15 August 2014 (including dividends) / 15 September 2013 22558.40 / 17800.00 Gain 11.0 months 26.73% Net Cash Forward after Buy-ins 12jun14 *100 shares) 26.00 Net Cash * after $toploss sale MEG, MWW *100 shares 2145.00 Current Cash 2171.00 Buy-ins 15jjul2014 *100 shares each Polycom Incorporated 12.6 PLCM:US $11 $11 Rite Aid Corporation 6.33 RAD:US $5 $6 Net Cash Forward after Buy-ins 15aug14 *100 shares) 278.00 USA ROTH/IRA 2013 Portfolio 15 August 2014 (including dividends) / 15 September 2013 22558.40 / 17800.00 Gain 11.0 months 26.73% Engage “Likeables” and save your own bacon. Because we can, you can Equities that tend to hold their value and gain are better than cash. We like Capital Safety and Liquidity because we have proven our risk aversion works, consistently obtaining both low risk and AlphaSmartTM high gain. Our Risk Price is what investors must know to defend their capital. We are extending a small part of our proprietary information as charity to suit small investors’ needs for their small portfolios, our BookBuilderTM supports your investing in your children’s education, TaxCharityTM your retirement or income needs, because we can, you can. TaxCharityTM TSX Portfolios Update List – 15 July 2014 TSX Value 22K Firms 2012 Limits Market Price Symbol SF (Risk Price) Stop/Loss Aimia Inc ($topLoss sold 27feb14) AIM $16 $18 Algonquin Power & Utilities Corp.$topLoss AQN $7 $7 CAE Inc. ($top-loss sold 26mar) CAE $13 $13 Cott Corporation ($top-loss sold 01may) BCB $9 $7 Canfor Corporation ($top-loss 27mar14) CFP $26 $20 Chartwell Seniors Housing Real Est. Investment Trust CSH.UN $10 $10
  • 6. “ Page 6 of 10 August 2014 © Copyright StockTakers Limited, All Rights Reserved. Copying Prohibited. The author does not provide investment advice. In order to use reproduce or convey the material herein, in any way, written agreement must be obtained from the author or its agent Architypes Inc. StockTakers Limited is an Alberta corporation providing information on “likeables” equities. StockTakers Limited encourages your seeking tax law advisor for capital gains tax dispositions. Defend Your Capital, TaxCharityTM Update–15 August 2014 Canexus Corporation CUS $9 $3 Denison Mines Corp. ($N* sold 15nov) DML $1 $1 Dundee Precious Metals Inc. ($top-loss sold12apr) DPM $11 $4 Enerflex Ltd. 20.74 EFX $13 $17 Great Canadian Gaming Corp 19.25 GC $14 $14 Heroux-Devtek Inc ($N* sold 04mar) HRX $10 $10 Dominion (Harry Winston) Diamond Corporation DDC $17 $15 Manitok Energy Inc 2.83 MEI $3 $2 Maple Leaf Foods Inc. 19.58 MFI $15 $18 Martinrea International Inc ($top-loss sold 20sep) MRE $10 $11 New Gold Inc. ($N* sold 04mar) NGD $13 $6 Jean Coutu Group (PJC) Inc. 21.66 PJC.A $20 $20 Pason Systems Inc. 32.50 PSI $16 $25 Trinidad Drilling Ltd. TDG $11 $11 Yamana Gold Inc. ($top-loss sold 12apr) YRI $16 $8 ARC Resources Ltd. 30.79 ARX $28 $28 Ensign Energy Serv. Inc. (N* stoploss $17 05aug14) 16.25 ESI $18 Prev.$16$17 Precision Drilling Corporation 13.12 PD $12 $13 NuVista Energy Ltd. ($top-loss sold 20sep) NVA $7 $9 Air Canada AC.B $4 $7 Hudsons Bay Company HBC $18 $15 Leon's Furniture Limited 15.10 LNF $14 $14 Buy-ins 30sep2013 *100 shares each Ballard Power Systems Incorporated 4.35 BLD $2 $2 Buy-ins 15nov2013 *100 shares each Ainsworth Lumber Co. Ltd. ($top-loss sold 15may) ANS $3 $2 Buy-ins 15dec2013 *100 shares each Acadian Timber Corporation 13.70 ADN $13 $13 Buy-ins 15feb2014 *100 shares each First Quantum Minerals Ltd. (N* sold 14mar) FM $20 $22 Buy-ins 15mar2014 *100 shares each Progressive Waste Solutions Ltd. 27.23 BIN $24 $25 Pengrowth Energy Corp. (N* stoploss $7 05aug14) 6.70 PGF $5 Prev.$6$7 Buy-ins 15mar2014 *100 shares each Canadian Energy Serv`s & Tech. Corp *(3:1 split 24jul14) 30.45 CEU $7* $10* Buy-ins 15may2014 *100 shares each Semafo Inc. 5.10 SMF $4 $4 TSX 2012 Portfolio Value 15 July2014 (including dividends) / 01 December 2012 27852.00 / 20235.00 Gain 20.5 months 37.79% Net Cash Carried after *100 shares Buy-ins 15may2014 53.00
  • 7. “ Page 7 of 10 August 2014 © Copyright StockTakers Limited, All Rights Reserved. Copying Prohibited. The author does not provide investment advice. In order to use reproduce or convey the material herein, in any way, written agreement must be obtained from the author or its agent Architypes Inc. StockTakers Limited is an Alberta corporation providing information on “likeables” equities. StockTakers Limited encourages your seeking tax law advisor for capital gains tax dispositions. Defend Your Capital, TaxCharityTM Update–15 August 2014 Net Cash * after 100 shares 2295.00 Current Cash 2348.00 Buy-ins 15aug2014 *100 shares each Canadian Oil Sands Limited 23.05 COS $21 $22 Net Cash Carried after *100 shares Buy-ins 43.00 TSX 2012 Portfolio Value 15 July2014 (including dividends) / 01 December 2012 28596.00 / 20235.00 Gain 19.5 months 36.35% (Pending Need for Change or investing new Savings) AltaGas Ltd. 51.29 ALA $40 $44 Black Diamond Group Limited 27.82 BDI $24 $29 Capital Power Corporation 27.46 CPX $23 $24 Extendicare Incorporated 8.69 EXE $8 $7 Vigilance while these below are nearing or still trading below Risk Price and not yet “likeables” so are still not risk averse buy-ins. Artis Real Estate Investment Trust 15.88 AX.UN $16 $15 Gran Tierra Energy Incorporated 7.03 GTE $7 $7 RONA inc. 12.09 RON $12 $12 Talisman Energy Inc. 11.32 TLM $12 $10 Canadian 2013 RRSP limit 23820.00 Buy-ins 15sep2013 *100 shares each Catamaran Corporation ($top-loss sold 18sep) CCT $58 $42 CML HealthCare Inc. (Bought by LifeLabs 01oct13) CLC Celestica Inc. (stopLost 24jul14) 12.00 CLS $12 $12 Hudsons Bay Company $top-loss seold 23jan HBC $18 $15 Home Capital Group Inc.(2: 1 Stock Split 11mar14) 107.8 HCG $36 $43 Franco-Nevada Corporation 63.41 FNV $50 $55 Gluskin Sheff & Associates Inc ($N* sold 15nov) GS $24 $28 Buy-ins 15oct2013 *100 shares each Calfrac Well Services Ltd. 39.44 CFW $15 $19 Pacific Rubiales Energy Corp. N* $top-loss sell 15feb PRE $24 $18 Buy-ins 15nov2013 *100 shares each Aecon Group Inc. 16.41 ARE $16 $16 Nordion Inc. 14.36 NDN $10 $12 Buy-ins 15dec2013 *100 shares each Resolute Forest Products Inc. ($topLost 14apr) RFP $15 $15
  • 8. “ Page 8 of 10 August 2014 © Copyright StockTakers Limited, All Rights Reserved. Copying Prohibited. The author does not provide investment advice. In order to use reproduce or convey the material herein, in any way, written agreement must be obtained from the author or its agent Architypes Inc. StockTakers Limited is an Alberta corporation providing information on “likeables” equities. StockTakers Limited encourages your seeking tax law advisor for capital gains tax dispositions. Defend Your Capital, TaxCharityTM Update–15 August 2014 Buy-ins 15feb2014 *100 shares each Acadian Timber Corporation ($topLost 27mar) ADN $13 $13 Altius Minerals Corp. (stopLost 10mar) ALS $9 $12 ATS Automation Tooling Sys’s Inc. (stopLost 14aug14) 14.00 ATA $10 $14 Buy-ins 15mar2014 *100 shares each Transcontinental Inc. 14.11 TCL.A $14 $14 Buy-ins 15apr2014 *100 shares each Bankers Petroleum Ltd. 6.25 BNK $4 $6 Superior Plus Corp. 14.26 SPB $10 $13 Pan American Silver Corp. 15.48 PAA $15 $15 2013 TSX Portfolio Value 15 August 2014 (including dividends) / 15 September 2013 32265.00 / 23820.00 Gain 11.0 months 35.45% Net Cash Carried after *100 shares Buy-ins 15apr2014 115.00 Net Cash on $topLoss sales CLS, ATA *100 shares 2600.00 Current Cash 2715.00 Buy-ins 15aug2014 *100 shares each RioCan Real Estate Investment Trust 26.75 REI.UN $25 $26 Net Cash Carried after *100 shares Buy-ins 40.00 2013 TSX Portfolio Value 15 August 2014 (including dividends) / 15 September 2013 32265.00 / 23820.00 Gain 11.0 months 35.45% Engage in “likeables” save your own bacon. Because we can, you can Equities that tend to hold their value and gain are better than cash. We like Risk Aversion, Capital Safety and Liquidity by investing in “likeables” because we have proven that works, consistently obtaining both low risk and high gain. Market behaviour prefers the “likeables” trading above Risk Price and bids up their price. The conventional investment industry cannot prove any of their assumptions underlying their supposed methods they sell you as if theirs is “expertise”. It is just their mysticism5 as circular logic is a spinning topic. Any tautology is just repetition until it appears to be logical. As we have shown, luck is all that they trade in, 1.03 to 1 is just a coin-toss. They really are just rolling dice and tossing cards with your nickels not seeing your pocket as their restraint, rather their opportunity for their gaming. Do not loan them your pocket-book on empty promises they have never delivered. What is the alternative to those Artful Dodgers so busy just blowing bubbles6 with cash from your wallet? We are for the small investor. We shun the likely rude wealth takers among corporate fiction doppelgängers under management that are not “likeables” because we can reasonably
  • 9. “ Page 9 of 10 August 2014 © Copyright StockTakers Limited, All Rights Reserved. Copying Prohibited. The author does not provide investment advice. In order to use reproduce or convey the material herein, in any way, written agreement must be obtained from the author or its agent Architypes Inc. StockTakers Limited is an Alberta corporation providing information on “likeables” equities. StockTakers Limited encourages your seeking tax law advisor for capital gains tax dispositions. Defend Your Capital, TaxCharityTM Update–15 August 2014 identify those and shun them. They are overvalued, driven on more price gossip than fair value. Our investment method is proven by consistent long term portfolios gains. BookBuilder™ and TaxCharityTM portfolios are of just our lowest cost "likeables" our methods identify. It is our proprietary information given freely in charity to enable small investors to keep their savings growing into their own wealth. Our method is proven. Because we can, you can7 . In our Modal Geometry8 theory of the firm we make only two assumptions, clearly as follows: 1. there is a balance sheet of the firm (that the rule of law governs its information is possibly weak assumption but at an accuracy to at least the modest degree accountants are prepared to be responsible for); and, 2. the firm will vigorously negotiate, “what it owns” (in order to stay in business “what is owed to it” with “what it owes” and vice versa, to make the best of what it has, that is in its trading connections). The Modal Geometry theory of the firm has unfolded by rigourous observation of corporate ledgers relation to balance sheets as business process9 adds value. That is aided with logic, epistemology, and some powerful mathematics. You have proof in these TaxCharityTM portfolios performances. Our reasons for having any equity in our portfolios are clear, concise and consistent. “likeables” tendency demonstrates 2 of 3 “likeables” gaining for the long term. This we show proof positive, in our TaxCharityTM and BookBuilderTM portfolios continued gain. We extend our proprietary information to small investors. Because we can, you can. Know What You Have. Have What You Know. Our view is risk averse. Of course we require 2&20 fees for doing that. Mail us for our help. Hans Goetze, Architypes Inc. architypes@gmail.com and StockTakers Limited hg.stocktaker@gmail.com Head Office 76 Midridge Close SE Calgary, AB T2X 1G1 351 Chemin Boulanger Sutton, PQ J0E 2K0 450 538-1270 1 http://www.slideshare.net/HansGoetze/the-grail-and-the-goat-portfolios 2 http://www.slideshare.net/HansGoetze/stock-takers-2012-q1-bite-on-dji 3 http://www.slideshare.net/HansGoetze/the-case-for-the-can-opener-edufeb12 4 http://www.newyorker.com/online/blogs/johncassidy/2014/05/how-hedge-funds-get-away-with-it.html 5 http://riskwerk.com/2014/03/07/pi-sanctification/ 6 http://riskwerk.com/2013/10/14/asset-bubbles-day-october-14-2013/ 7 http://www.slideshare.net/HansGoetze/the-grail-and-the-goat-portfolios
  • 10. “ Page 10 of 10 August 2014 © Copyright StockTakers Limited, All Rights Reserved. Copying Prohibited. The author does not provide investment advice. In order to use reproduce or convey the material herein, in any way, written agreement must be obtained from the author or its agent Architypes Inc. StockTakers Limited is an Alberta corporation providing information on “likeables” equities. StockTakers Limited encourages your seeking tax law advisor for capital gains tax dispositions. Defend Your Capital, TaxCharityTM Update–15 August 2014 8 “The Modal Geometry of the Firm and the Balance Sheet Worth of the Trading Connections”, 2006, unpublished but available from the author. 9 http://riskwerk.com/2014/03/15/pi-the-process/