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Best defense of capital tax charity 15 april 2013
- 1. “
Page 1 of 3 April 2013 © 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.
Best Defense of Capital, Tax Charity Update–15 April 2013
Equities trading above our benchmark Risk Price (SF) are those liked by investors, and two of three
continue to price rise due to investors’ preference. These equities are “likeables.” They are revealed
by their rise above Risk Price, the metric that investors must know to defend their capital.
Tax Charity Portfolios Update List – 15 April 2013
NYSE Value 17K Firms Market
Price
Symbol SF
(Risk Price)
Stop/Loss
American Capital Ltd 13.99 ACAS:US $10 $13
Convergys Corp 16.08 CVG:US $13 $16
First Horizon National Corp 10.00 FHN:US $9 $10
Ford Motor Co. 12.95 F:US $12 $12
Hercules Offshore Inc 6.75 HERO:US $4 $6
Host Hotels & Resorts Inc 17.19 HST:US $14 $16
Huntington Bancshares Inc 7.15 HBAN:US $6 $7
Interpublic Group of Cos 12.97 IPG:US $9 $12
KeyCorp 9.55 KEY:US $8 $9
LSI Corp 6.20 LSI:US $6 $6
Manitowoc Company 16.99 MTW:US $12 $18
MBIA Inc 10.73 MBI:US $8 $9
Regions Financial Corp 7.80 RF:US $6 $7
Sprint Nextel 7.06 S:US $3 $5
Teradyne Inc 14.94 TER:US $10 $13
Current Portfolio Value (including dividends) 16945.00
Cashout*100 Shares (sale of FHN & MBI) 2073.00
New NYSE “Likeables” (to replace FHN & MBI)
Hudson City Bancorp Inc 8.12 HCBK:US $8 $8
New York Times Company CL A 9.18 NYT:US $8 $9
Buy In*100 Shares 1730.00
Net Cash * 100 (from buy HCBK & NYT) 343.00
Portfolio Value 15 April 2013 16945.00 / 15214.00 Gain 4.5
mos
11.38%
"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 3 April 2013 © 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.
Best Defense of Capital, Tax Charity Update–15 April 2013
TSX Value 22K Firms Market
Price
Symbol SF
(Risk Price)
Stop/Loss
Aimia Inc 15.22 AIM $10 $14
Algonquin Power & Utilities Corp. 7.60 AQN $6 $7
CAE Inc. ($top-loss sold 26mar) 10.00 CAE $9 $10
Cott Corporation 10.52 BCB $8 $9
Canfor Corporation 18.95 CFP $10 $18
Chartwell Seniors Housing Real Est. Investment Trust 11.21 CSH.UN $7 $10
Canexus Corporation 9.05 CUS $7 $9
Denison Mines Corp. 1.23 DML $1 $1
Dundee Precious Metals Inc. ($top-loss sold12apr) 7.00 DPM $7 $7
Enerflex Ltd. 13.06 EFX $12 $13
Great Canadian Gaming Corp 9.31 GC $7 $9
Heroux-Devtek Inc ($N* sold 04mar) 8.25 HRX $9 $6
Dominion (Harry Winston) Diamond Corporation 16.00 DDC $12 $14
Manitok Energy Inc 2.74 MEI $1 $2
Maple Leaf Foods Inc. 13.61 MFI $11 $13
Martinrea International Inc 8.01 MRE $8 $7
New Gold Inc. ($N* sold 04mar) 9.59 NGD $10 $8
Jean Coutu Group (PJC) Inc. 15.60 PJC.A $13 $15
Pason Systems Inc. 16.26 PSI $15 $16
Trinidad Drilling Ltd. 6.82 TDG $7 $7
Yamana Gold Inc. ($top-loss sold 12apr) 14.00 YRI $15 $14
Current Portfolio Value (including dividends) 22426.00
Cashout*100 Shares (CAE DPM HRX NGD & YRI) 4907.00
New TSX “Likeables” (to replace CAE DPM HRX
NGD & YRI)
ARC Resources Ltd. 26.92 ARX $25 $25
Ensign Energy Services Inc. 16.81 ESI $17 $16
Buy In*100 Shares 4373.00
Net Cash * 100 Shares 534.00
Portfolio Value 15 April 2013 22426.00 / 20235.00 Gain 4.5
mos
10.83%
Our reasons for having any equity in our portfolios are clear, concise and consistent, “likeables” are
equities shown valued by investors, tending to continuing gain, which investors have demonstrated
a determination to buy and hold the stock at prices above the price of risk.
Know What You Have. Have What You Know.
- 3. “
Page 3 of 3 April 2013 © 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.
Best Defense of Capital, Tax Charity Update–15 April 2013
Mail us for our help.
Ernst and Hans Goetze,
Architypes Inc and StockTakers Limited
Head Office
76 Midridge Close SE
Calgary, AB
T2X 1G1
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Toronto, ON
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450 538-1270