TaxCharityTM Portfolios Update, Because We Can

1. “ Defend Your Capital, TaxCharityTM Update–15 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
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.
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 their balance sheets. Equities that tend to hold their value and gain are
better than cash. Capital Safety and Liquidity is ‘likeable’ as we have consistently proven works.
This year US markets have rebounded particularly well fed on Quantitative Eating courtesy of the
Federal Reserve. Our public TaxCharityTM and BookBuilderTM portfolios have shown better using
our new theory of the firm. We seek sophisticated investors to advance the impact of what we can
do, continuing as we have done. Enjoy our charity extended to small investors, because we can.
The larger your portfolio of “likeables” will tend to average 26% per annum Internal Rate of Return
as we have proven the case through the two recessions experienced these past 13 years. For
elements of our how and whys refer to our articles StockTakers’ 2012Q1 bite on DJI. and The
Counter Culture: Case for a Can Opener. Our work stands on giants, building on integrating
insights of three very different laureates. Proof is seen in our “likeables” behaviour which CPPIB
do not understand as Premiers meet to demand you must trust to invest more. The TSX has moved
briskly through October finally past its November 2012 level. These TSX “likeables” have surged
to gain 26.08% in 11.5 months tending to our average IRR. The vibrant NYSE 2012 “likeables”
portfolio has returned far above average 43.08%. That is proof Wall Street does not understand.
More proof is found in 2.0 month gain of 9.90% in the 2013 new ‘likeables’ NYSE portfolio, but
3.85% on less vibrant TSX.
What is essential in our portfolios is that you hold a full complement of at least eight or preferably
more equities at any time (preferably in equal blocks of 100 share multiples for 'collaring options'
as exit strategy to maximize gains, most often continuing to hold through volatility and earning
more gains). Tendency of ‘likeables’ for gain is not the same as pin-the-point on the mule most
seek. Let others chase the gamblers’ risk/reward model. Good reason knows that rarely works.
Tax charity limits for 2013 income sheltering are used to set these portfolios. Americans can look
forward to sheltering $17,800.00 in 2013 depending on various factors in your tax code. It is best to
have tax specialist involved. Canadians can shelter $23,820.00 of their income in 2013.. Extending
our proprietary information as charity to suit small investors’ needs. Find below many of the lowest
cost `likeables” equities we have identified extending back to January 2012, in our “Perpetual
Bond” list of “likeables” and still gaining their place. Our BookBuilderTM builds a deal book aimed
at providing for your children’s education.
Page 1 of 6
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. “ Defend Your Capital, TaxCharityTM Update–15 November 2013
TaxCharityTM Portfolios Update List – 15 November 2013
Market
NYSE Value 17K Firms 2012 limits
Price
Symbol
American Capital Ltd
Convergys Corp $topLoss sold 18apr
First Horizon National Corp StopLoss sold 15apr
Ford Motor Co.
Hercules Offshore Inc
Host Hotels & Resorts Inc
Huntington Bancshares Inc $topLoss sold 17apr
Interpublic Group of Cos
KeyCorp
LSI Corp $topLoss sold 22apr
Manitowoc Company StopLoss sold 15apr
MBIA Inc
Regions Financial Corp
Sprint Nextel StopLoss sold 09oct
Teradyne Inc $topLoss Apr 5, 2013
14.58
16.00
10.00
17.07
7.1
17.00
7.00
16.95
12.85
6.00
18.00
10.73
9.85
6.00
15.00
ACAS:US
CVG:US
FHN:US
F:US
HERO:US
HST:US
HBAN:US
IPG:US
KEY:US
LSI:US
MTW:US
MBI:US
RF:US
S:US
TER:US
$10
$14
$9
$12
$4
$14
$6
$9
$9
$6
$12
$8
$6
$5
$14
$13
$19
$10
$16
$6
$17
$8
$14
$11
$7
$17
$9
$8
$6
$16
11.89
21.65
9.00
14.00
13.61
34.00
BSX:US
GT:US
HCBK:US
JDSU:US
NYT:US
SE:US
$7
$12
$8
$14
$8
$27
$10
$19
$9
$13
$12
$33
10.83 CPWR:US
7.98 MTG:US
$10
$5
$9
$6
$4
$10
$15
$14
$5
$9
$16
$13
$15
$14
Stop/Loss
SF
(Risk Price)
(Buy-ins 30apr13)
Boston Scientific Corp
Goodyear Tire & Rubber Company
Hudson City Bancorp Inc $topLoss sold 23sep13
JDS Uniphase Corp $topLoss sold 15aug
New York Times Company CL A
Spectra Energy Corp $topLoss sold 15Aug
(Buy-ins 30jun13)
Compuware Corp
MGIC Investment Corporation
(Buy-ins 30jun13)
Lloyds BankingGroup PLC ADS
OfficeMax Incorporated
Donnelley RR & Sons Company $topLoss sold 18sep13
Sapient Corp
4.96
15.26
16.00
15.76
LYG:US
OMX:US
RRD:US
SAPE
(Buy-ins 30jsep13)
17.4 AZSEY:OTC
Allianz SE
Current 2012 Portfolio Value 15 November 2013
21768.00 / 15214.00
(including dividends)
Net Cash * 100 (from past buy)
Net Cash on StopLoss sales *100 shares
Page 2 of 6
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.
Gain 11.5
months
43.08%

3. “ Defend Your Capital, TaxCharityTM Update–15 November 2013
Net Cash Forward after Buy-ins *100 shares (AZSEY)
Current 2012 Portfolio Value (incl. dividends) 15
1567.00
21768.00 / 15214.00
November 2013
USA ROTH/IRA 2013 limit
Gain 11.5
months
43.08%
17800.00
Buy-ins 15sepl2013 *100 shares each
AMN Healthcare Services Incorporated
Booz Allen Hamilton Incorporated $top-Loss 06nov
Ciena Corp
First Horizon National Corp $topLoss sold 08oct13
Genworth Financial Inc
Krispy Kreme Doughnuts Incorporated
US Airways Group Incorporated
Lousinana-Pacific Corporation
Pandora Media Incorporated
Radian Group Incorporated
13.31
18.00
22.92
11.00
14.54
25.83
23.89
16.35
31.56
13.21
AHS:US
BAH:US
CIEN:US
FHN:US
GNW:US
KKD:US
LCC:US
LPX:US
P:US
RDN:US
$10
$16
$19
$9
$12
$10
$12
$12
$20
$7
$11
$17
$21
$10
$12
$20
$20
$16
$21
$11
$30
$29
(Buy-ins 15nov13)
Hillshire Brands Company
2013 Portfolio Value 15 November 2013 (including
32.68 HSH:US
19562.00 / 17800.00
dividends)
2013 Tax Shelter Cash Reserved*
Net Cash on StopLoss sales *100 shares BAH
Net Cash after Buy-ins *100 shares (HSH:US)
2013 Portfolio Value 15 November 2013 (including
1491.00
1800.00
23.00
19562.00 / 17800.00
dividends)
Gain 2.0
months
9.90%
Gain 2.0
months
9.90%
(Pending Need for Change or investing new Savings)
ABB Ltd. ADS
Lenovo Group Limited ADR
Archer Daniels Midland Co
Laredo Petroleum Holdings Incorporated
UBS:US
TSX Value 22K Firms 2012 Limits
Aimia Inc
Algonquin Power & Utilities Corp.$topLoss
CAE Inc. ($top-loss sold 26mar)
Cott Corporation ($top-loss sold 01may)
Canfor Corporation
Page 3 of 6
25.34
23.62
40.56
29.55
18.53
Market
Price
18.18
7.00
10.00
10.00
21.67
ABB:US
LNVGY:US
ADM:US
LPI:US
UBS AG
Symbol
$23
$21
$35
$24
$15
SF
$22
$20
$35
$29
$19
Stop/Loss
(Risk Price)
AIM
AQN
CAE
BCB
CFP
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.
$12
$6
$9
$8
$13
$17
$6
$11
$7
$19

4. “ Defend Your Capital, TaxCharityTM Update–15 November 2013
Chartwell Seniors Housing Real Est. Investment Trust
Canexus Corporation
Denison Mines Corp. ($N* sold 15nov)
Dundee Precious Metals Inc. ($top-loss sold12apr)
Enerflex Ltd.
Great Canadian Gaming Corp
Heroux-Devtek Inc ($N* sold 04mar)
Dominion (Harry Winston) Diamond Corporation
Manitok Energy Inc
Maple Leaf Foods Inc.
Martinrea International Inc
New Gold Inc. ($N* sold 04mar)
Jean Coutu Group (PJC) Inc.
Pason Systems Inc.
Trinidad Drilling Ltd.
Yamana Gold Inc. ($top-loss sold 12apr)
ARC Resources Ltd.
Ensign Energy Services Inc.
Precision Drilling Corporation
NuVista Energy Ltd. ($top-loss sold 20sep)
Air Canada
Hudsons Bay Company
Leon's Furniture Limited
CSH.UN
CUS
DML
DPM
EFX
GC
HRX
DDC
MEI
MFI
MRE
NGD
PJC.A
PSI
TDG
YRI
ARX
ESI
PD
$7
$7
$2
$7
$12
$7
$8
$12
$3
$12
$8
$10
$15
$15
$7
$16
$25
$17
$9
$8
$2
$16
$12
$10
$7
$1
$4
$13
$12
$8
$14
$2
$14
$9
$5
$17
$19
$9
$8
$26
$16
$9
$6
$4
$18
$12
1.81 BLD
$1
$2
3.77 ANS
$3
$3
10.00
8.00
1.13
7.00
13.56
12.20
8.25
14.00
3.18
13.13
10.69
9.59
18.30
21.88
7.00
14.00
26.54
17.62
10.95
7.00
3.28
17.15
12.98
NVA
AC.B
HBC
LNF
Buy-ins 30sep2013 *100 shares each
Ballard Power Systems Incorporated
Buy-ins 15nov2013 *100 shares each
Ainsworth Lumber Company Limited
TSX 2012 Portfolio Value 15 November 2013
24820.00 / 20235.00
(including dividends)
Net Cash *
Net Cash * after 100 shares DML sold on $N*
Net Cash after Buy-ins *100 shares (ANS)
TSX 2012 Portfolio Value 15 November 2013
572.00
685.00
308.00
24820.00 / 20235.00
(including dividends)
Gain 11.5
months
26.08%
Gain 11.5
months
26.08%
(Pending Need for Change or investing new Savings)
Progressive Waste Solutions Ltd.
Shoppers Drug Mart Corporation
Transcontinental Inc.
Canadian 2013 RRSP limit
Page 4 of 6
27.03 BIN
58.71 SC
16.47 TCL.A
23820.00
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.
$26
$48
$15
$25
$56
$15

5. “ Defend Your Capital, TaxCharityTM Update–15 November 2013
Buy-ins 15sep2013 *100 shares each
Catamaran Corporation ($top-loss sold 18sep)
CML HealthCare Inc.
Celestica Inc.
Hudsons Bay Company
Home Capital Group Inc.
Franco-Nevada Corporation
Gluskin Sheff & Associates Incorporated ($N* sold
53.00
10.75
11.5
17.72
76.85
43.85
15nov)
CCT
CLC
CLS
HBC
HCG
FNV
$58
$9
$9
$16
$60
$47
$48
$9
$11
$18
$70
$41
19.02 GS
$29
$18
CFW
22.52 PRE
$30
$21
$31
$20
Buy-ins 15oct2013 *100 shares each
Calfrac Well Services Ltd.
Pacific Rubiales Energy Corp.
2013 TSX Portfolio Value 15 Nov 2013 (including
32.11
24737.00 / 23820.00
dividends)
Net 2013 Tax Shelter Cash Reserve*
*$336.00 Capital Loss on CCT top-up within tax shelter not included
Net Cash * after 100 shares GS sold on $N*
Gain 2.0
months
3.85%
602.00
2997.00
Buy-ins 15nov2013 *100 shares each
Aecon Group Inc.
Nordion Inc.
Net Cash after Buy-ins *100 shares (ARE, NDN)
2013 TSX Portfolio Value 15 Nov 2013 (including
14.69 ARE
8.75 NDN
$13
$8
$13
$8
653.00
24737.00 / 23820.00
dividends)
Gain 2.0
months
3.85%
Engage in “likeables” save your own bacon.
The conventional investment industry cannot prove any of their assumptions underlying their
supposed methods they sell as “expertise”. As we have shown, luck is all that they trade in, 1.03 to
1 is just a coin-toss. 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 Geometry1 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,
1
“The Modal Geometry of the Firm and the Balance Sheet Worth of the Trading Connections”, 2006, unpublished but available
from the author.
Page 5 of 6
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.

6. “ Defend Your Capital, TaxCharityTM Update–15 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 by rigourous observation of corporate ledgers
relation to balance sheets as business process adds value. That is aided with logic, epistemology,
and some powerful mathematics. You have proof in these TaxCharityTM portfolios performances.
Conventional assumptions have little or no science, nil proof to offer. They really are just rolling
dice and tossing cards when 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.
Our reasons for having any equity in our portfolios are clear, concise and consistent. “likeables” are
equities shown valued by investors’ behaviour, tending to continuing gain, which investors have
demonstrated a determination to buy and hold at stock prices above the price of risk (SF). 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 bubbles2 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
2
351 Chemin Boulanger
Sutton, PQ
J0E 2K0
450 538-1270
http://riskwerk.com/2013/10/14/asset-bubbles-day-october-14-2013/
Page 6 of 6
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.