SlideShare une entreprise Scribd logo
1  sur  5
Télécharger pour lire hors ligne
“

ABCs Defense of Capital, Tax Charity–22 November 2013

"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
Risk Price analysis of balance sheets allows us to discern a most useful partition from all the
equities in any market. These we call “likeables” because investors have consistently shown they
prefer them and price them up. Investors like them and there is much to like. As a group 2 of 3 of
these “likeables” equities we select tend to gain in stock price for long periods. We understand why
as shown in open display, because we can. No one else can, so they do not. We can and do.
As open handed display of our methods in January 2012 we released the ABC’s portfolio comprised
of just the of newly identified equities on TSX and NYSE we call “likeables” we partition. They are
revealed by their rise above Risk Price, our metric that investors must know to defend their capital.
Those ABCs made the case even as these two markets diverged. There were 16 equities in the TSX
sample for an aggregate $41.972 invested and 12 in the NYSE sample portfolio for an aggregate
$77,436 invested at outset. Through the year 5 were dropped due to negative change in their Risk
Price metrics, as it turns out in both, finishing last year with the TSX sample up 122.64% and the
NYSE sample up 138.97%. These were substantively different markets.
The TSX had declined early in the year 2012 and then regained ending up 6.02% and the NYSE
had started hot and then cooled to obtain a 8.35% gain in the year. Roughly a four-fold gain was
made in both portfolios over their markets. The hedge fund industry recorded only 6.16% on the
NYSE prior to their taking fees as supposed earned despite their conventioned performance is poor.
Our two ABCs sample portfolios have continued through 2013. TSX first declining then gaining
since the end of July on the TSX, ABCs gain isnow total 40.22%. The sample NYSE - ABCs
portfolio has gained to total 44.75 % in 2013. Idle cash value is eroded by inflation. Equities that
tend to hold their value and gain are better than cash. That is simple fact. We like Capital Safety
and Liquidity as we have consistently shown and proven that works for high capital appreciation.
http://riskwerk.com/2013/05/18/the-real-intelligent-investor/

The TaxCharityTM portfolios we posted this past January 2013 took-up the challenge for the small
investor to reinvest their cash under the limits of annual Tax shelter provisions. You will have done
well. Our BookBuilderTM builds your wealth for your childrens’ education, or small savings.
In August we issued proposal for new 2013 TaxCharityTM portfolios to make use of new tax
sheltered savings. As we seek sophisticated investors to extend our achievement with new theory of
the firm we can charitably offer some of our “Perpetual Bond” list of “likeables” proprietary
information to help small investors. We can do as no one else, because we can.
We show and prove our risk averse “likeables” portfolios obtain long term gains. No one else can,
as they have only poor models built on untestable conjectures claimed as theory. The conventional
investment industry assumes “expertise” that just culls small investors’ wallets for their own use.
All the fun fees and profit is theirs. http://riskwerk.com/2013/09/15/earnings-dont-matter-2/
Page 1 of 5

November 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.
“

ABCs Defense of Capital, Tax Charity–22 November 2013

ABCs for TSX Firms

ARC Resources
Anvil Mining (Sold on Takeover 21Feb12)
Brookfield Asset Management
Bombardier (Sold on N* decline 30Nov12)
BCE Inc (Sold on N* decline 12jun13)
Cogeco Cable
CCL Industries
Canfor Corp
Centerra Gold (Sold on N* decline 30Nov12)
Cenovus Energy (Sold on N* decline 30Nov12)
Canadian Western Bank (Sold on N* decline 30Nov12)
Dollarama Inc
Emera Inc (Sold on N* decline 22oct12)
Enbridge Inc
Fortis Inc (Sold on N* decline 30un13)
Finning International (Sold on N* decline 30jun13)
Buy-ins 01Jan13
Gildan Activewear Inc.
Linamar Corporation
Sun Life Financial Inc.

Market
Price

Symbol

Stop/Loss

SF
(Risk Price)

ARX.TO

$25

$25

BAM-A.TO
BBD-B.TO
BCE.TO
CCA.TO
CCL-A.TO
CFP.TO
CG.TO
CVE.TO
CWB.TO
DOL.TO
EMA.TO
ENB.TO
FTS.TO
FTT.TO

$30
$5
$33
$39
$32
$10
$17
$34
$28
$45
$32
$41
$32
$24

$36
$4
$40
$45
$63
$19
$4
$30
$27
$70
$31
$43
$33
$21

$35
$19
$26

$41
$28
$29

40.6 GIB.A

$23

$29

32.5 CFW
32.2 MTY

$30
$21

$29
$27

20.02 HBC
10.5 CLS

$16
$10

$16
$10

Gain 22.75
months

48.84%

Gain 22.75
months

48.84%

$9
$12
$15
$13

$11
$12
$14
$14

29.31
8.01
41.57
4.75
47.19
47.94
79.91
21.87

17.38
35.95
29.24
87.79
30.9
44.35
32.19
21.65

50.94 GIL
41.81 LNR
38.04 SLF

Buy-ins 15Jun2013
CGI Group

Buy-ins 31Jul2013
Calfrac Well Services Ltd.
MTY Food Group Inc

Buy-ins 22Oct2013
Hudsons Bay Company.
Celestica Inc.

Portfolio Value 22 October 2013 (including dividends)
Current Net Cash * after 100 Shares Buy-ins

62473.00 / 41972.00
647.00

(HBC CLS)

Portfolio Value 22 October 2013 (including dividends)

62473.00 / 41972.00

(Pending Need for Change or investing new Savings)

CAE Inc.
Leon's Furniture Limited
Northland Power Inc.
Resolute Forest Products Inc
Page 2 of 5

11.91
13.5
16.24
16.24

CAE
LNF
NPI
RFP

November 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.
“

ABCs Defense of Capital, Tax Charity–22 November 2013

Transcontinental Inc.

16.79 TCL.A

$15

$13

Engage in “likeables” save your own bacon.

The essential feature of “likeables” is that 2 of 3 tend to gain. What is essential in your portfolios is
that you buy a full complement of at least eight or preferably more equities at any time (preferably
in equal blocks of 100 shares for 'collaring options' as exit strategy to maximize gains, most often
continuing to hold through volatility, earning more gains). StopLoss weeds the laggards as needed.
Tendency for gain is not the same as pin-the-point on the mule as most encourage or seek. Those
motley brayers are legend with survivor bias, even when 2 of their 3 crash they will talk only with
whimsy of the one. Their mothers’ “Speak when you have something positive to say” is ignored.
Let others chase the gamblers’ risk/reward model. Good reason knows that rarely works. But you
can be charitable and buy a lottery ticket that donates support to community sports and arts, like
buying a raffle ticket at the Strawberry Social. Our charity shares our proprietary information to
small investors. Consider passing-on our charity by designating our normal fee portion to social
charity.
ABCs for NYSE Firms

Alaska Air Group
American Express Co
Brookfield Asset Management
Colgate-Palmolive (stock split 2 for 16may2013)
CSX Corp
Walt Disney Co
GATX Corporation ($topLoss sold 10Jul13)
General Electric Company
Alexander & Baldwin (Sold on N* negative 31jul12)
Caterpillar (Sold on N* negative 30nov12)
ConocoPhilips (Sold on N* negative 30nov12)
Cummins (Sold on N* negative 30nov12)
Chevron (Sold on N* negative 30nov12)
Buy-ins 01Jan13
Gamestop Corp CL A
Hasbro Inc
HSBC Holdings PLC ADS
Host Hotels & Resorts Inc
Huntington Bancshares Inc
Intercontinental Exchange Inc
Interpublic Group of Cos
Page 3 of 5

Market
Price

Symbol

Stop/Loss

SF
(Risk Price)

ALK*48
AXP*48
BAM*26
CL*80
CSX*20
DIS*37
GMT*33
27.08 GE*17

CVX

$32
$52
$30
$49
$21
$44
$35
$20
$40
$90
$42
$102
$109

$56
$70
$35
$58
$24
$60
$44
$23
$31
$79
$66
$122
$117

GME:US
HAS
HBC:US
HST:US
HBAN:US
ICE:US
IPG:US

$26
$39
$6
$47
$14
$131
$9

$42
$44
$8
$52
$17
$163
$15

77.15
83.85
39.49
132.52
27.35
70.20

ALEX
CAT
COP
CMI

49.86
52.88
9.14
56.03
18.58
217.41
17.34

November 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.
“

ABCs Defense of Capital, Tax Charity–22 November 2013

KLA-Tencor Corporation ($topLoss sold 27aug13)
MBIA Inc
Principal Financial Group Inc
Tyson Foods Inc CL A

KLAC:US
12.89 MBI:US
50.16 PFG:US
31.82 TSN:US

$45
$8
$27
$18

$56
$8
$39
$24

OMX:US
P:US
RRD:US
UBS:US

$10
$15
$15
$15

$11
$20
$13
$18

$32
$27
$21

$32
$28
$20

Buy-ins 31Jul2013
OfficeMax Incorporated (Takenover by ODP 01nov13)
Pandora Media Incorporated
Donnelley RR & Sons Company
UBS AG ($topLoss sold 10Jul13)

14.98
29.23
17.31
18.00

Buy-ins 31Aug2013
Best Buy Co. Inc
Hartford Financial Services
Jabil Circuit Inc

Portfolio Value 22 November 2013 (including dividends)
Current Cash Forward (from 31Aug buy)
Net Cash * 100 (from past buy)
Net Cash on StopLoss sales *100 shares (OMX, UBS)
Current Cash
Buy-ins 22Nov2013 * 100 shares
Hillshire Brands Company

Net Cash after Buy-in 22nov (HSH)
Portfolio Value 22 November 2013 (including dividends)

43.08 BBY:US
33.71 HIG:US
22.58 JBL:US
116550.00

/ 77436.00

Gain 22.75
months

50.51%

190.00
190.00
3298.00
3488.00
33.76 HSH:US
112.00
116550.00

$30

/ 77436.00

Gain 22.75
months

21.49 CIEN:US
11.5 FHN:US
15.28 GNW:US

$19
$9
$12

$29

50.51%

(Pending Need for Change or investing new Savings)

Ciena Corp
First Horizon National Corp
Genworth Financial Inc

$17
$10
$12

Engage in “likeables” save your own bacon.
The conventional investment industry cannot prove any of their assumptions underlying their
methods. As we have shown, luck is all that they trade in, 1.03 to 1 is just a coin-toss, not adding
value. A tautology is just repetition until it appears to be logical. Lies told often enough are
expedient and can even become politically correct.
In our Modal Geometry "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,
Page 4 of 5

November 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.
“

ABCs Defense of Capital, Tax Charity–22 November 2013

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 more by rigourous observation in the real
world of corporate ledgers relation to balance sheets. That is aided with logic, epistemology, and
some powerful mathematics, not just conventional assumptions with little relevance or real science.
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 at stock prices above the price of risk. That tendency demonstrates
2 of 3 “likeables” gaining for the long term, as we continue to show.
Proof is positive, as our TaxCharityTM and BookBuilderTM portfolios show. We extend our
proprietary information to small investors, because we can. No one else can, while the entire
industry is so busy just blowing bubbles1 with cash from your wallet.
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

1

351 Chemin Boulanger
Sutton, PQ
J0E 2K0
450 538-1270

http://riskwerk.com/2013/10/14/asset-bubbles-day-october-14-2013/

Page 5 of 5

November 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.

Contenu connexe

Tendances

BlackSwanTradingTM 30jun2014
BlackSwanTradingTM 30jun2014BlackSwanTradingTM 30jun2014
BlackSwanTradingTM 30jun2014Hans Goetze
 
Ab cs to zs of tax charitytm-22aug2014
Ab cs to zs of tax charitytm-22aug2014Ab cs to zs of tax charitytm-22aug2014
Ab cs to zs of tax charitytm-22aug2014Hans Goetze
 
ABC-Zs of TaxCharityTM-30dec15
ABC-Zs of TaxCharityTM-30dec15ABC-Zs of TaxCharityTM-30dec15
ABC-Zs of TaxCharityTM-30dec15Hans Goetze
 
Best defense of capital tax charitytm 15dec2013
Best defense of capital tax charitytm 15dec2013Best defense of capital tax charitytm 15dec2013
Best defense of capital tax charitytm 15dec2013Hans 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
 
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
 
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
 
ABC-Zs TaxCharitytm-31jan16
ABC-Zs TaxCharitytm-31jan16ABC-Zs TaxCharitytm-31jan16
ABC-Zs TaxCharitytm-31jan16Hans Goetze
 
ABCs to Zs of TaxCharityTM-22feb14
ABCs to Zs of TaxCharityTM-22feb14ABCs to Zs of TaxCharityTM-22feb14
ABCs to Zs of TaxCharityTM-22feb14Hans Goetze
 
TaxCharityTM 15aug2014
TaxCharityTM 15aug2014TaxCharityTM 15aug2014
TaxCharityTM 15aug2014Hans 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
 
ABC-Zs of TaxCharityTM-30nov15
ABC-Zs of TaxCharityTM-30nov15ABC-Zs of TaxCharityTM-30nov15
ABC-Zs of TaxCharityTM-30nov15Hans Goetze
 
TaxCharityTM 15sep2014
TaxCharityTM 15sep2014TaxCharityTM 15sep2014
TaxCharityTM 15sep2014Hans Goetze
 
Minding your own percents
Minding your own percentsMinding your own percents
Minding your own percentsHans Goetze
 
BlackSwanTradingTM 22nov15
BlackSwanTradingTM 22nov15BlackSwanTradingTM 22nov15
BlackSwanTradingTM 22nov15Hans Goetze
 
ABC-Zs of TaxCharityTM-31oct2015
ABC-Zs of TaxCharityTM-31oct2015ABC-Zs of TaxCharityTM-31oct2015
ABC-Zs of TaxCharityTM-31oct2015Hans Goetze
 
ABC-Zs of TaxCharityTM-30sep2015
ABC-Zs of TaxCharityTM-30sep2015ABC-Zs of TaxCharityTM-30sep2015
ABC-Zs of TaxCharityTM-30sep2015Hans 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
 
Minding Your Percents 31dec13
Minding Your Percents 31dec13Minding Your Percents 31dec13
Minding Your Percents 31dec13Hans Goetze
 
ABC-Zs TaxCharitytm 22mar2015
ABC-Zs TaxCharitytm 22mar2015ABC-Zs TaxCharitytm 22mar2015
ABC-Zs TaxCharitytm 22mar2015Hans Goetze
 

Tendances (20)

BlackSwanTradingTM 30jun2014
BlackSwanTradingTM 30jun2014BlackSwanTradingTM 30jun2014
BlackSwanTradingTM 30jun2014
 
Ab cs to zs of tax charitytm-22aug2014
Ab cs to zs of tax charitytm-22aug2014Ab cs to zs of tax charitytm-22aug2014
Ab cs to zs of tax charitytm-22aug2014
 
ABC-Zs of TaxCharityTM-30dec15
ABC-Zs of TaxCharityTM-30dec15ABC-Zs of TaxCharityTM-30dec15
ABC-Zs of TaxCharityTM-30dec15
 
Best defense of capital tax charitytm 15dec2013
Best defense of capital tax charitytm 15dec2013Best defense of capital tax charitytm 15dec2013
Best defense of capital tax charitytm 15dec2013
 
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
 
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
 
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
 
ABC-Zs TaxCharitytm-31jan16
ABC-Zs TaxCharitytm-31jan16ABC-Zs TaxCharitytm-31jan16
ABC-Zs TaxCharitytm-31jan16
 
ABCs to Zs of TaxCharityTM-22feb14
ABCs to Zs of TaxCharityTM-22feb14ABCs to Zs of TaxCharityTM-22feb14
ABCs to Zs of TaxCharityTM-22feb14
 
TaxCharityTM 15aug2014
TaxCharityTM 15aug2014TaxCharityTM 15aug2014
TaxCharityTM 15aug2014
 
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
 
ABC-Zs of TaxCharityTM-30nov15
ABC-Zs of TaxCharityTM-30nov15ABC-Zs of TaxCharityTM-30nov15
ABC-Zs of TaxCharityTM-30nov15
 
TaxCharityTM 15sep2014
TaxCharityTM 15sep2014TaxCharityTM 15sep2014
TaxCharityTM 15sep2014
 
Minding your own percents
Minding your own percentsMinding your own percents
Minding your own percents
 
BlackSwanTradingTM 22nov15
BlackSwanTradingTM 22nov15BlackSwanTradingTM 22nov15
BlackSwanTradingTM 22nov15
 
ABC-Zs of TaxCharityTM-31oct2015
ABC-Zs of TaxCharityTM-31oct2015ABC-Zs of TaxCharityTM-31oct2015
ABC-Zs of TaxCharityTM-31oct2015
 
ABC-Zs of TaxCharityTM-30sep2015
ABC-Zs of TaxCharityTM-30sep2015ABC-Zs of TaxCharityTM-30sep2015
ABC-Zs of TaxCharityTM-30sep2015
 
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
 
Minding Your Percents 31dec13
Minding Your Percents 31dec13Minding Your Percents 31dec13
Minding Your Percents 31dec13
 
ABC-Zs TaxCharitytm 22mar2015
ABC-Zs TaxCharitytm 22mar2015ABC-Zs TaxCharitytm 22mar2015
ABC-Zs TaxCharitytm 22mar2015
 

Similaire à ABCs defense of capital TaxCharityYM-22nov13

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
 
Best defense of capital tax charity 15 july 2013
Best defense of capital tax charity 15 july 2013Best defense of capital tax charity 15 july 2013
Best defense of capital tax charity 15 july 2013Hans 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
 
StockTakers TaxCharityTM 15may2014
StockTakers TaxCharityTM 15may2014StockTakers TaxCharityTM 15may2014
StockTakers TaxCharityTM 15may2014Hans Goetze
 
StockTakers TaxCharityTM 15apr2014
StockTakers TaxCharityTM 15apr2014StockTakers TaxCharityTM 15apr2014
StockTakers TaxCharityTM 15apr2014Hans Goetze
 
TaxCharityTM 15jun2014
TaxCharityTM 15jun2014TaxCharityTM 15jun2014
TaxCharityTM 15jun2014Hans Goetze
 
TaxCharityTM 15jun2014
TaxCharityTM 15jun2014TaxCharityTM 15jun2014
TaxCharityTM 15jun2014Hans Goetze
 
TaxCharityTM 15jul2014
TaxCharityTM 15jul2014TaxCharityTM 15jul2014
TaxCharityTM 15jul2014Hans 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
 
ABC-Zs of TaxCharitytm-29feb16
ABC-Zs of TaxCharitytm-29feb16ABC-Zs of TaxCharitytm-29feb16
ABC-Zs of TaxCharitytm-29feb16Hans Goetze
 
ARC-Zs of TaxCharityTM-31may16
ARC-Zs of TaxCharityTM-31may16ARC-Zs of TaxCharityTM-31may16
ARC-Zs of TaxCharityTM-31may16Hans Goetze
 
ABCs-Zs of TaxCharityTM-31jul16
ABCs-Zs of TaxCharityTM-31jul16ABCs-Zs of TaxCharityTM-31jul16
ABCs-Zs of TaxCharityTM-31jul16Hans Goetze
 
StockTakers Capital TaxCharityTM 15mar2014.
StockTakers Capital TaxCharityTM 15mar2014.StockTakers Capital TaxCharityTM 15mar2014.
StockTakers Capital TaxCharityTM 15mar2014.Hans Goetze
 
ABC-Zs of TaxCharityTM-u31mar16
ABC-Zs of TaxCharityTM-u31mar16ABC-Zs of TaxCharityTM-u31mar16
ABC-Zs of TaxCharityTM-u31mar16Hans Goetze
 

Similaire à ABCs defense of capital TaxCharityYM-22nov13 (14)

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
 
Best defense of capital tax charity 15 july 2013
Best defense of capital tax charity 15 july 2013Best defense of capital tax charity 15 july 2013
Best defense of capital tax charity 15 july 2013
 
ABCs to Zs of TaxCharitytm-31oct16
ABCs to Zs of TaxCharitytm-31oct16ABCs to Zs of TaxCharitytm-31oct16
ABCs to Zs of TaxCharitytm-31oct16
 
StockTakers TaxCharityTM 15may2014
StockTakers TaxCharityTM 15may2014StockTakers TaxCharityTM 15may2014
StockTakers TaxCharityTM 15may2014
 
StockTakers TaxCharityTM 15apr2014
StockTakers TaxCharityTM 15apr2014StockTakers TaxCharityTM 15apr2014
StockTakers TaxCharityTM 15apr2014
 
TaxCharityTM 15jun2014
TaxCharityTM 15jun2014TaxCharityTM 15jun2014
TaxCharityTM 15jun2014
 
TaxCharityTM 15jun2014
TaxCharityTM 15jun2014TaxCharityTM 15jun2014
TaxCharityTM 15jun2014
 
TaxCharityTM 15jul2014
TaxCharityTM 15jul2014TaxCharityTM 15jul2014
TaxCharityTM 15jul2014
 
ABC to Zs of TaxCharityTM-31dec16
ABC to Zs of TaxCharityTM-31dec16ABC to Zs of TaxCharityTM-31dec16
ABC to Zs of TaxCharityTM-31dec16
 
ABC-Zs of TaxCharitytm-29feb16
ABC-Zs of TaxCharitytm-29feb16ABC-Zs of TaxCharitytm-29feb16
ABC-Zs of TaxCharitytm-29feb16
 
ARC-Zs of TaxCharityTM-31may16
ARC-Zs of TaxCharityTM-31may16ARC-Zs of TaxCharityTM-31may16
ARC-Zs of TaxCharityTM-31may16
 
ABCs-Zs of TaxCharityTM-31jul16
ABCs-Zs of TaxCharityTM-31jul16ABCs-Zs of TaxCharityTM-31jul16
ABCs-Zs of TaxCharityTM-31jul16
 
StockTakers Capital TaxCharityTM 15mar2014.
StockTakers Capital TaxCharityTM 15mar2014.StockTakers Capital TaxCharityTM 15mar2014.
StockTakers Capital TaxCharityTM 15mar2014.
 
ABC-Zs of TaxCharityTM-u31mar16
ABC-Zs of TaxCharityTM-u31mar16ABC-Zs of TaxCharityTM-u31mar16
ABC-Zs of TaxCharityTM-u31mar16
 

Plus 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
 
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
 
BookBuilderTM 31oct16
BookBuilderTM 31oct16BookBuilderTM 31oct16
BookBuilderTM 31oct16Hans Goetze
 
BlackSwanTradingTM 22oct16
BlackSwanTradingTM 22oct16BlackSwanTradingTM 22oct16
BlackSwanTradingTM 22oct16Hans 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
 
BlackSwanTradingTM 22sep16
BlackSwanTradingTM 22sep16BlackSwanTradingTM 22sep16
BlackSwanTradingTM 22sep16Hans Goetze
 
TaxCharityTM 15sep2016
TaxCharityTM 15sep2016TaxCharityTM 15sep2016
TaxCharityTM 15sep2016Hans Goetze
 
WHYNOTtsxBUBBY-07aug16
WHYNOTtsxBUBBY-07aug16WHYNOTtsxBUBBY-07aug16
WHYNOTtsxBUBBY-07aug16Hans Goetze
 

Plus 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
 
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
 
BookBuilderTM 31oct16
BookBuilderTM 31oct16BookBuilderTM 31oct16
BookBuilderTM 31oct16
 
New Bank Tithe
New Bank TitheNew Bank Tithe
New Bank Tithe
 
BlackSwanTradingTM 22oct16
BlackSwanTradingTM 22oct16BlackSwanTradingTM 22oct16
BlackSwanTradingTM 22oct16
 
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
 
BlackSwanTradingTM 22sep16
BlackSwanTradingTM 22sep16BlackSwanTradingTM 22sep16
BlackSwanTradingTM 22sep16
 
TaxCharityTM 15sep2016
TaxCharityTM 15sep2016TaxCharityTM 15sep2016
TaxCharityTM 15sep2016
 
WHYNOTtsxBUBBY-07aug16
WHYNOTtsxBUBBY-07aug16WHYNOTtsxBUBBY-07aug16
WHYNOTtsxBUBBY-07aug16
 

Dernier

The Power Laws of Bitcoin: How can an S-curve be a power law?
The Power Laws of Bitcoin: How can an S-curve be a power law?The Power Laws of Bitcoin: How can an S-curve be a power law?
The Power Laws of Bitcoin: How can an S-curve be a power law?Stephen Perrenod
 
Mphasis - Schwab Newsletter PDF - Sample 8707
Mphasis - Schwab Newsletter PDF - Sample 8707Mphasis - Schwab Newsletter PDF - Sample 8707
Mphasis - Schwab Newsletter PDF - Sample 8707harshan90
 
Lundin Gold March 2024 Corporate Presentation - PDAC v1.pdf
Lundin Gold March 2024 Corporate Presentation - PDAC v1.pdfLundin Gold March 2024 Corporate Presentation - PDAC v1.pdf
Lundin Gold March 2024 Corporate Presentation - PDAC v1.pdfAdnet Communications
 
Taipei, A Hidden Jewel in East Asia - PR Strategy for Tourism
Taipei, A Hidden Jewel in East Asia - PR Strategy for TourismTaipei, A Hidden Jewel in East Asia - PR Strategy for Tourism
Taipei, A Hidden Jewel in East Asia - PR Strategy for TourismBrian Lin
 
Monthly Market Risk Update: March 2024 [SlideShare]
Monthly Market Risk Update: March 2024 [SlideShare]Monthly Market Risk Update: March 2024 [SlideShare]
Monthly Market Risk Update: March 2024 [SlideShare]Commonwealth
 
LIC PRIVATISATION its a bane or boon.pptx
LIC PRIVATISATION its a bane or boon.pptxLIC PRIVATISATION its a bane or boon.pptx
LIC PRIVATISATION its a bane or boon.pptxsonamyadav7097
 
Solution manual for Intermediate Accounting, 11th Edition by David Spiceland...
Solution manual for  Intermediate Accounting, 11th Edition by David Spiceland...Solution manual for  Intermediate Accounting, 11th Edition by David Spiceland...
Solution manual for Intermediate Accounting, 11th Edition by David Spiceland...mwangimwangi222
 
Stock Market Brief Deck for March 19 2024.pdf
Stock Market Brief Deck for March 19 2024.pdfStock Market Brief Deck for March 19 2024.pdf
Stock Market Brief Deck for March 19 2024.pdfMichael Silva
 
2024.03 Strategic Resources Presentation
2024.03 Strategic Resources Presentation2024.03 Strategic Resources Presentation
2024.03 Strategic Resources PresentationAdnet Communications
 
Stock Market Brief Deck for 3/22/2024.pdf
Stock Market Brief Deck for 3/22/2024.pdfStock Market Brief Deck for 3/22/2024.pdf
Stock Market Brief Deck for 3/22/2024.pdfMichael Silva
 
Remembering my Totem _Unity is Strength_ growing in Bophuthatswana_Matthews B...
Remembering my Totem _Unity is Strength_ growing in Bophuthatswana_Matthews B...Remembering my Totem _Unity is Strength_ growing in Bophuthatswana_Matthews B...
Remembering my Totem _Unity is Strength_ growing in Bophuthatswana_Matthews B...Matthews Bantsijang
 
Slideshare - ONS Economic Forum Slidepack - 18 March 2024.pptx
Slideshare - ONS Economic Forum Slidepack - 18 March 2024.pptxSlideshare - ONS Economic Forum Slidepack - 18 March 2024.pptx
Slideshare - ONS Economic Forum Slidepack - 18 March 2024.pptxOffice for National Statistics
 
Work and Pensions report into UK corporate DB funding
Work and Pensions report into UK corporate DB fundingWork and Pensions report into UK corporate DB funding
Work and Pensions report into UK corporate DB fundingHenry Tapper
 
Stock Market Brief Deck for March 26.pdf
Stock Market Brief Deck for March 26.pdfStock Market Brief Deck for March 26.pdf
Stock Market Brief Deck for March 26.pdfMichael Silva
 
The unequal battle of inflation and the appropriate sustainable solution | Eu...
The unequal battle of inflation and the appropriate sustainable solution | Eu...The unequal battle of inflation and the appropriate sustainable solution | Eu...
The unequal battle of inflation and the appropriate sustainable solution | Eu...Antonis Zairis
 
Buy and Sell Urban Tots unlisted shares.pptx
Buy and Sell Urban Tots unlisted shares.pptxBuy and Sell Urban Tots unlisted shares.pptx
Buy and Sell Urban Tots unlisted shares.pptxPrecize Formely Leadoff
 
20240314 Calibre March 2024 Investor Presentation (FINAL).pdf
20240314 Calibre March 2024 Investor Presentation (FINAL).pdf20240314 Calibre March 2024 Investor Presentation (FINAL).pdf
20240314 Calibre March 2024 Investor Presentation (FINAL).pdfAdnet Communications
 
MARKET FAILURE SITUATION IN THE ECONOMY.
MARKET FAILURE SITUATION IN THE ECONOMY.MARKET FAILURE SITUATION IN THE ECONOMY.
MARKET FAILURE SITUATION IN THE ECONOMY.Arifa Saeed
 

Dernier (20)

The Power Laws of Bitcoin: How can an S-curve be a power law?
The Power Laws of Bitcoin: How can an S-curve be a power law?The Power Laws of Bitcoin: How can an S-curve be a power law?
The Power Laws of Bitcoin: How can an S-curve be a power law?
 
Mphasis - Schwab Newsletter PDF - Sample 8707
Mphasis - Schwab Newsletter PDF - Sample 8707Mphasis - Schwab Newsletter PDF - Sample 8707
Mphasis - Schwab Newsletter PDF - Sample 8707
 
Lundin Gold March 2024 Corporate Presentation - PDAC v1.pdf
Lundin Gold March 2024 Corporate Presentation - PDAC v1.pdfLundin Gold March 2024 Corporate Presentation - PDAC v1.pdf
Lundin Gold March 2024 Corporate Presentation - PDAC v1.pdf
 
Taipei, A Hidden Jewel in East Asia - PR Strategy for Tourism
Taipei, A Hidden Jewel in East Asia - PR Strategy for TourismTaipei, A Hidden Jewel in East Asia - PR Strategy for Tourism
Taipei, A Hidden Jewel in East Asia - PR Strategy for Tourism
 
New Monthly Enterprises Survey. Issue 21. (01.2024) Ukrainian Business in War...
New Monthly Enterprises Survey. Issue 21. (01.2024) Ukrainian Business in War...New Monthly Enterprises Survey. Issue 21. (01.2024) Ukrainian Business in War...
New Monthly Enterprises Survey. Issue 21. (01.2024) Ukrainian Business in War...
 
Monthly Market Risk Update: March 2024 [SlideShare]
Monthly Market Risk Update: March 2024 [SlideShare]Monthly Market Risk Update: March 2024 [SlideShare]
Monthly Market Risk Update: March 2024 [SlideShare]
 
LIC PRIVATISATION its a bane or boon.pptx
LIC PRIVATISATION its a bane or boon.pptxLIC PRIVATISATION its a bane or boon.pptx
LIC PRIVATISATION its a bane or boon.pptx
 
Solution manual for Intermediate Accounting, 11th Edition by David Spiceland...
Solution manual for  Intermediate Accounting, 11th Edition by David Spiceland...Solution manual for  Intermediate Accounting, 11th Edition by David Spiceland...
Solution manual for Intermediate Accounting, 11th Edition by David Spiceland...
 
Stock Market Brief Deck for March 19 2024.pdf
Stock Market Brief Deck for March 19 2024.pdfStock Market Brief Deck for March 19 2024.pdf
Stock Market Brief Deck for March 19 2024.pdf
 
2024.03 Strategic Resources Presentation
2024.03 Strategic Resources Presentation2024.03 Strategic Resources Presentation
2024.03 Strategic Resources Presentation
 
Stock Market Brief Deck for 3/22/2024.pdf
Stock Market Brief Deck for 3/22/2024.pdfStock Market Brief Deck for 3/22/2024.pdf
Stock Market Brief Deck for 3/22/2024.pdf
 
Remembering my Totem _Unity is Strength_ growing in Bophuthatswana_Matthews B...
Remembering my Totem _Unity is Strength_ growing in Bophuthatswana_Matthews B...Remembering my Totem _Unity is Strength_ growing in Bophuthatswana_Matthews B...
Remembering my Totem _Unity is Strength_ growing in Bophuthatswana_Matthews B...
 
Slideshare - ONS Economic Forum Slidepack - 18 March 2024.pptx
Slideshare - ONS Economic Forum Slidepack - 18 March 2024.pptxSlideshare - ONS Economic Forum Slidepack - 18 March 2024.pptx
Slideshare - ONS Economic Forum Slidepack - 18 March 2024.pptx
 
Work and Pensions report into UK corporate DB funding
Work and Pensions report into UK corporate DB fundingWork and Pensions report into UK corporate DB funding
Work and Pensions report into UK corporate DB funding
 
Effects & Policies Of Bank Consolidation
Effects & Policies Of Bank ConsolidationEffects & Policies Of Bank Consolidation
Effects & Policies Of Bank Consolidation
 
Stock Market Brief Deck for March 26.pdf
Stock Market Brief Deck for March 26.pdfStock Market Brief Deck for March 26.pdf
Stock Market Brief Deck for March 26.pdf
 
The unequal battle of inflation and the appropriate sustainable solution | Eu...
The unequal battle of inflation and the appropriate sustainable solution | Eu...The unequal battle of inflation and the appropriate sustainable solution | Eu...
The unequal battle of inflation and the appropriate sustainable solution | Eu...
 
Buy and Sell Urban Tots unlisted shares.pptx
Buy and Sell Urban Tots unlisted shares.pptxBuy and Sell Urban Tots unlisted shares.pptx
Buy and Sell Urban Tots unlisted shares.pptx
 
20240314 Calibre March 2024 Investor Presentation (FINAL).pdf
20240314 Calibre March 2024 Investor Presentation (FINAL).pdf20240314 Calibre March 2024 Investor Presentation (FINAL).pdf
20240314 Calibre March 2024 Investor Presentation (FINAL).pdf
 
MARKET FAILURE SITUATION IN THE ECONOMY.
MARKET FAILURE SITUATION IN THE ECONOMY.MARKET FAILURE SITUATION IN THE ECONOMY.
MARKET FAILURE SITUATION IN THE ECONOMY.
 

ABCs defense of capital TaxCharityYM-22nov13

  • 1. “ ABCs Defense of Capital, Tax Charity–22 November 2013 "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 Risk Price analysis of balance sheets allows us to discern a most useful partition from all the equities in any market. These we call “likeables” because investors have consistently shown they prefer them and price them up. Investors like them and there is much to like. As a group 2 of 3 of these “likeables” equities we select tend to gain in stock price for long periods. We understand why as shown in open display, because we can. No one else can, so they do not. We can and do. As open handed display of our methods in January 2012 we released the ABC’s portfolio comprised of just the of newly identified equities on TSX and NYSE we call “likeables” we partition. They are revealed by their rise above Risk Price, our metric that investors must know to defend their capital. Those ABCs made the case even as these two markets diverged. There were 16 equities in the TSX sample for an aggregate $41.972 invested and 12 in the NYSE sample portfolio for an aggregate $77,436 invested at outset. Through the year 5 were dropped due to negative change in their Risk Price metrics, as it turns out in both, finishing last year with the TSX sample up 122.64% and the NYSE sample up 138.97%. These were substantively different markets. The TSX had declined early in the year 2012 and then regained ending up 6.02% and the NYSE had started hot and then cooled to obtain a 8.35% gain in the year. Roughly a four-fold gain was made in both portfolios over their markets. The hedge fund industry recorded only 6.16% on the NYSE prior to their taking fees as supposed earned despite their conventioned performance is poor. Our two ABCs sample portfolios have continued through 2013. TSX first declining then gaining since the end of July on the TSX, ABCs gain isnow total 40.22%. The sample NYSE - ABCs portfolio has gained to total 44.75 % in 2013. Idle cash value is eroded by inflation. Equities that tend to hold their value and gain are better than cash. That is simple fact. We like Capital Safety and Liquidity as we have consistently shown and proven that works for high capital appreciation. http://riskwerk.com/2013/05/18/the-real-intelligent-investor/ The TaxCharityTM portfolios we posted this past January 2013 took-up the challenge for the small investor to reinvest their cash under the limits of annual Tax shelter provisions. You will have done well. Our BookBuilderTM builds your wealth for your childrens’ education, or small savings. In August we issued proposal for new 2013 TaxCharityTM portfolios to make use of new tax sheltered savings. As we seek sophisticated investors to extend our achievement with new theory of the firm we can charitably offer some of our “Perpetual Bond” list of “likeables” proprietary information to help small investors. We can do as no one else, because we can. We show and prove our risk averse “likeables” portfolios obtain long term gains. No one else can, as they have only poor models built on untestable conjectures claimed as theory. The conventional investment industry assumes “expertise” that just culls small investors’ wallets for their own use. All the fun fees and profit is theirs. http://riskwerk.com/2013/09/15/earnings-dont-matter-2/ Page 1 of 5 November 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.
  • 2. “ ABCs Defense of Capital, Tax Charity–22 November 2013 ABCs for TSX Firms ARC Resources Anvil Mining (Sold on Takeover 21Feb12) Brookfield Asset Management Bombardier (Sold on N* decline 30Nov12) BCE Inc (Sold on N* decline 12jun13) Cogeco Cable CCL Industries Canfor Corp Centerra Gold (Sold on N* decline 30Nov12) Cenovus Energy (Sold on N* decline 30Nov12) Canadian Western Bank (Sold on N* decline 30Nov12) Dollarama Inc Emera Inc (Sold on N* decline 22oct12) Enbridge Inc Fortis Inc (Sold on N* decline 30un13) Finning International (Sold on N* decline 30jun13) Buy-ins 01Jan13 Gildan Activewear Inc. Linamar Corporation Sun Life Financial Inc. Market Price Symbol Stop/Loss SF (Risk Price) ARX.TO $25 $25 BAM-A.TO BBD-B.TO BCE.TO CCA.TO CCL-A.TO CFP.TO CG.TO CVE.TO CWB.TO DOL.TO EMA.TO ENB.TO FTS.TO FTT.TO $30 $5 $33 $39 $32 $10 $17 $34 $28 $45 $32 $41 $32 $24 $36 $4 $40 $45 $63 $19 $4 $30 $27 $70 $31 $43 $33 $21 $35 $19 $26 $41 $28 $29 40.6 GIB.A $23 $29 32.5 CFW 32.2 MTY $30 $21 $29 $27 20.02 HBC 10.5 CLS $16 $10 $16 $10 Gain 22.75 months 48.84% Gain 22.75 months 48.84% $9 $12 $15 $13 $11 $12 $14 $14 29.31 8.01 41.57 4.75 47.19 47.94 79.91 21.87 17.38 35.95 29.24 87.79 30.9 44.35 32.19 21.65 50.94 GIL 41.81 LNR 38.04 SLF Buy-ins 15Jun2013 CGI Group Buy-ins 31Jul2013 Calfrac Well Services Ltd. MTY Food Group Inc Buy-ins 22Oct2013 Hudsons Bay Company. Celestica Inc. Portfolio Value 22 October 2013 (including dividends) Current Net Cash * after 100 Shares Buy-ins 62473.00 / 41972.00 647.00 (HBC CLS) Portfolio Value 22 October 2013 (including dividends) 62473.00 / 41972.00 (Pending Need for Change or investing new Savings) CAE Inc. Leon's Furniture Limited Northland Power Inc. Resolute Forest Products Inc Page 2 of 5 11.91 13.5 16.24 16.24 CAE LNF NPI RFP November 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.
  • 3. “ ABCs Defense of Capital, Tax Charity–22 November 2013 Transcontinental Inc. 16.79 TCL.A $15 $13 Engage in “likeables” save your own bacon. The essential feature of “likeables” is that 2 of 3 tend to gain. What is essential in your portfolios is that you buy a full complement of at least eight or preferably more equities at any time (preferably in equal blocks of 100 shares for 'collaring options' as exit strategy to maximize gains, most often continuing to hold through volatility, earning more gains). StopLoss weeds the laggards as needed. Tendency for gain is not the same as pin-the-point on the mule as most encourage or seek. Those motley brayers are legend with survivor bias, even when 2 of their 3 crash they will talk only with whimsy of the one. Their mothers’ “Speak when you have something positive to say” is ignored. Let others chase the gamblers’ risk/reward model. Good reason knows that rarely works. But you can be charitable and buy a lottery ticket that donates support to community sports and arts, like buying a raffle ticket at the Strawberry Social. Our charity shares our proprietary information to small investors. Consider passing-on our charity by designating our normal fee portion to social charity. ABCs for NYSE Firms Alaska Air Group American Express Co Brookfield Asset Management Colgate-Palmolive (stock split 2 for 16may2013) CSX Corp Walt Disney Co GATX Corporation ($topLoss sold 10Jul13) General Electric Company Alexander & Baldwin (Sold on N* negative 31jul12) Caterpillar (Sold on N* negative 30nov12) ConocoPhilips (Sold on N* negative 30nov12) Cummins (Sold on N* negative 30nov12) Chevron (Sold on N* negative 30nov12) Buy-ins 01Jan13 Gamestop Corp CL A Hasbro Inc HSBC Holdings PLC ADS Host Hotels & Resorts Inc Huntington Bancshares Inc Intercontinental Exchange Inc Interpublic Group of Cos Page 3 of 5 Market Price Symbol Stop/Loss SF (Risk Price) ALK*48 AXP*48 BAM*26 CL*80 CSX*20 DIS*37 GMT*33 27.08 GE*17 CVX $32 $52 $30 $49 $21 $44 $35 $20 $40 $90 $42 $102 $109 $56 $70 $35 $58 $24 $60 $44 $23 $31 $79 $66 $122 $117 GME:US HAS HBC:US HST:US HBAN:US ICE:US IPG:US $26 $39 $6 $47 $14 $131 $9 $42 $44 $8 $52 $17 $163 $15 77.15 83.85 39.49 132.52 27.35 70.20 ALEX CAT COP CMI 49.86 52.88 9.14 56.03 18.58 217.41 17.34 November 2013 © Copyright StockTakers Limited, All Rights Reserved. Copying Prohibited. The author does not provide investment advice. In order to use reproduce or convey the material herein, in any way, written agreement must be obtained from the author or its agent Architypes Inc. StockTakers Limited is an Alberta corporation providing information on “likeables” equities. StockTakers Limited encourages your seeking tax law advisor for capital gains tax dispositions.
  • 4. “ ABCs Defense of Capital, Tax Charity–22 November 2013 KLA-Tencor Corporation ($topLoss sold 27aug13) MBIA Inc Principal Financial Group Inc Tyson Foods Inc CL A KLAC:US 12.89 MBI:US 50.16 PFG:US 31.82 TSN:US $45 $8 $27 $18 $56 $8 $39 $24 OMX:US P:US RRD:US UBS:US $10 $15 $15 $15 $11 $20 $13 $18 $32 $27 $21 $32 $28 $20 Buy-ins 31Jul2013 OfficeMax Incorporated (Takenover by ODP 01nov13) Pandora Media Incorporated Donnelley RR & Sons Company UBS AG ($topLoss sold 10Jul13) 14.98 29.23 17.31 18.00 Buy-ins 31Aug2013 Best Buy Co. Inc Hartford Financial Services Jabil Circuit Inc Portfolio Value 22 November 2013 (including dividends) Current Cash Forward (from 31Aug buy) Net Cash * 100 (from past buy) Net Cash on StopLoss sales *100 shares (OMX, UBS) Current Cash Buy-ins 22Nov2013 * 100 shares Hillshire Brands Company Net Cash after Buy-in 22nov (HSH) Portfolio Value 22 November 2013 (including dividends) 43.08 BBY:US 33.71 HIG:US 22.58 JBL:US 116550.00 / 77436.00 Gain 22.75 months 50.51% 190.00 190.00 3298.00 3488.00 33.76 HSH:US 112.00 116550.00 $30 / 77436.00 Gain 22.75 months 21.49 CIEN:US 11.5 FHN:US 15.28 GNW:US $19 $9 $12 $29 50.51% (Pending Need for Change or investing new Savings) Ciena Corp First Horizon National Corp Genworth Financial Inc $17 $10 $12 Engage in “likeables” save your own bacon. The conventional investment industry cannot prove any of their assumptions underlying their methods. As we have shown, luck is all that they trade in, 1.03 to 1 is just a coin-toss, not adding value. A tautology is just repetition until it appears to be logical. Lies told often enough are expedient and can even become politically correct. In our Modal Geometry "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, Page 4 of 5 November 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.
  • 5. “ ABCs Defense of Capital, Tax Charity–22 November 2013 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 more by rigourous observation in the real world of corporate ledgers relation to balance sheets. That is aided with logic, epistemology, and some powerful mathematics, not just conventional assumptions with little relevance or real science. 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 at stock prices above the price of risk. That tendency demonstrates 2 of 3 “likeables” gaining for the long term, as we continue to show. Proof is positive, as our TaxCharityTM and BookBuilderTM portfolios show. We extend our proprietary information to small investors, because we can. No one else can, while the entire industry is so busy just blowing bubbles1 with cash from your wallet. 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 1 351 Chemin Boulanger Sutton, PQ J0E 2K0 450 538-1270 http://riskwerk.com/2013/10/14/asset-bubbles-day-october-14-2013/ Page 5 of 5 November 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.