TaxCharityTM 15mar2016

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Page 1 of 16 March 2016 © 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, from Dick Turpin - TaxCharityTM
Update
15 March 2016
Equities trading above our benchmark Risk Price (SF) are those investors ‘like’, as two of three
price rise due to investors’ preference. We call these equities “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 business ideas with valiant balance sheets or it loses value. That is simple
fact. For small savings it is needful but arbitrary your portfolio feeds at the low price end of
"likeables" as 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.
Economies grow because they achieve our intended function of adding value. It is timeless fact
economic theory conventions do not grasp. That timeless process we all engage in, some achieve
more than others but all the same, what surrounds us is our legacy, our cultural added value. What
value we add, we trade in. That process is the root of our economic life in society, whether we
carve red deer antler into shamanic tribal totems; take muck and straw to make adobe cities; clay to
make bricks and build Hagia Sofia; quartz to make jewels and watches; lithium oil and silicone to
make cellphones; or mould nano-fibre carbons into plane wings, that process is how we engage in
business as society. Corporations are social formations allowing we engage in what we can grasp.
Society should not seek equilibriums (biologic death, or precedent to the Big Bang) but seek new
disruptions, new mistakes, and make new innovations. To achieve those feats we trade and gain,
make sweat and grant credit in such ventures. Business is a social process we think merits the worth
of our engagement, our investment of cash sweat and treasure. All business process needs credit to
flow through it, though most can only see the cash and account alone that flow. That is all they can
see to measure. How credit flows through companies makes patterns2
, as sun storms make auroras,
or blood pressure allows neural patterns. Cash is one liquidity all business uses, of many ‘credits’.
The Financial Industry is near a third of all modern nations GDP as
measured by economics convention wizards. Does the Financial
Industry add that much value to the real economy by their means to
cash liquidity business processes need? It is an ‘industry’ that takes
more value than it makes. Their designate tolls on its road to
liquidity are greater than value added. Their swagger and panache as
Dick Turpin or Claude Duval covers their ill-mannered reach as they
and their henchmen plow your purse to plunder, taking as is they
please. How is your nest egg investment in their retirement plan schemes doing in their hands?
They will retire early, while you like the rest call the police to the scene of their cold crime. Do not
give them your wallet for ill-conceived bombast schemes they propound for their aggrandisements.
That goes all the way to the top executives whose ethics are at least, "If you ain't cheating, you ain't
trying." In the case of LIBOR as much as $6.25 Trn has been skimmed. Is it “to hard to tell” Loretta
"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

“
Update
15 March 2016
Lynch? Try the back of an envelope, 0.001% shift on $5 Trn per day in that market for five years,
$6.25 Trn. To the five banks fined $5.0 billion and firing as ‘goats’ a few associates with zero
authority is the cost of doing such business. So no further examinations are deemed necessary? The
fine is 0.0008% of their $6.25 Trn taken from us. Those ‘goats’ severed will be without bonus or
benefit which will fall to the executives. Too big to fail, too big to jail3
, no matter how egregious
the scene of their crimes they will pump the public’s purse on SEC waivers from prosecution.
Our public TaxCharityTM
and BookBuilderTM
portfolios continue unusual long term gain on our
new theory of the firm. With our StockTakers12% bond we seek accredited investors to advance
the impact of what we have proven. Leave the work to us, because we can. We consistently obtain
both low risk and AlphaSmartTM
high gain. Meanwhile small investors enjoy our charity as proof.
We partition the entire market for “likeables” relying on distribution for results in small portfolios.
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 DJI4
. and The Counter Culture: Case for a Can Opener5
. Our work stands on giants
insights of three very different laureates, more, on evidence. Our “likeables”portfolios are proof.
What proof does convention offer? Right that is an oxymoron6
. Convention is flat-landers in a
global reality. Fund managers as financial advisors are just financial products and used equities
sellers who never kick the tires or check the fluids, because they do not know better. 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 taking their fees.
They are not changing their tools or sharpening those dullards
they have. They took the “regular courses” to be certified in a
self-regulated industry that only deals in their creative fictions.
Seemingly, certification requires intensive study in the key tools
of Rhetoric - Adumbration, Subterfusion, Mystification and
Derogation. Hmm, that 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.”
Our work is calculable and provable with no rhetoric asides. We depend on a jargon that is peculiar
to us, having reasons to reject most of what passes for the jargon of “investment analysis“7
and the
confirmed mysticism that is economics. Not because we don’t know the jargon of economists and
financial advisors, but because we do know their jargon. We know it for what it

“
Update
15 March 2016
is, wrong8
, useless9
and harmful10
. Those self-appointed Emperors of markets have no clothes to
hide their jargon for the improvable delusions those conventions are. We help, because we can.
The financial industry is filled with the self-appointed and self-regulated given control of our cache
of savings, in banks, insurance and pensions. That licence they have is granted in part hope and part
legal conviction they will manage our cache with expertise they are supposing to have. There is no
proof of that expertise. Not now or ever have those conventions any merit. On close examination it
is puffery, anointed coin-tossing by tossers, which is not worthy the remit society has reserved it.
Their point of ruling over any store of value is ability to exercise risk management11
due to a stable
demand. ‘Stable demand’ is necessary force. As 80% of the demand in markets is conspired by the
fund managers they provide neither stable demand nor any ability to manage risk, most often
claiming it is volatility that hobbles their sagacity. That is a straw man of hollow pretensions.
The volatility exists because of their pretensions spun with newspeak over gossip stunning other
members of their fraternity to act and toss your cache on the trading floor. This game they call
‘market making’ as usual planned to arbitrage the situation created on some inside information by
spreading some dis-information. All that spinning is as spiders seizing their prey, our cache, to their
pockets and use12
. That activity fits description of racketeering. That may appear cynical, but when
at a given point in time as in 2011 the FBI has open files on two thirds of CFAs13
it is factual not
cynical bias. The FBI focuses on reasonable basis to allocate resources likely to obtain conviction.
There are securities laws intended to ensure such acts are censurable as fraud. That intent is not
legal practice, but difficult to get evidence around, given the prevalent acceptance of implausible
denials cast by an industry filled by jargon that obscures. Convictions are few limited to the most
outrageous and inexcusable, but negotiated to allow the culprits to continue in the industry.
Implausible denials are allowed to work spinning further newspeak to flood and wash away these
obvious transgressions spun over our cache. Schemes are complex, very artful designs. Expulsion
of the Artful Dodgers is rare and prison time rarer. Fines are just the cost on their grift, business and
the lighter the better given Goldman-Sachs insiders paying less than skateboarders14
.
Our politics and legal system accept this and require us to trust our savings to this industrial
stripping of our store of value managing it for their skim of wealth. They are not managing our
cache for earning us returns greater than inflation or GDP growth the ultimate economic point of
relevance. Their tools do not extend there. So smart or not they feel the need to skirt or scoff law to
make anything beyond coin-tossing as that is all their tools amount to.
As we see it their justifications of their tools are founded in bias views of history. Effectively, it
justifies itself on backtests, and not in real markets. Our Risk Price tools are proven in real markets
Our proven “likeables” behaviour pension funds like CPPIB ignore, as politicians demand you
must trust to double-down in their proven failure. There is proof Wall Street15
does not understand
our “likeables” behaviour as hedge funds fail to deliver. On gossip hem and haw the markets

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Update
15 March 2016
bounced and yawed with all their boats. Quantitative Eating treacle-down capitalized US markets,
not yet consumers ‘getting-on-with-their-lives’ demand driving the real economy. Volatility has
been wild as Quantitative Eating feast withdrew and gas and oil-bloat heavily impacted the market
mavens` bromide supply. Selective bias is all they are selling as they gamble with your money.
With our charity public portfolios we show in real time our ‘likeables’ tendency for risk averse
investment. We conceal nothing. All the trading history is retained in these portfolio update reports.
Stoploss settings we give allow the small investor to work on their own using our proprietary
‘likeables’ data to build their wealth. We seek accredited investors, as we help the small investor, as
we provide proof in these portfolios that to convention break rules and seem arbitrary,
It is essential you hold a complement of at least eight but preferably more “likeables” in your
portfolio at any time (preferably in equal blocks of 100 share multiples for 'collaring options'16
as
exit strategy we prefer using, for good reason17
). The tendency of ‘likeables’ for gain is not the
same as ‘pin-the-point-on-the-mule’ most seek, or baselessly claim. This is not child’s play. We
prove our method in exceptional gains made in these open public portfolios suiting the small
investor. Let others chase their gamblers’ risk/reward model. We show our risk averse Risk Price
driven ‘likeables’ works for Capital Safety, AlphaSmartTM
gains and Liquidity.
The new 2014 portfolios got immediately slammed into market volatility due to the long heralded
end of Quantitative Eating. Stoploss settings held most of your capital safe. Much the same since
April as marketeers waffled about bonds and wobbled around resources. TSX has suffered more,
but our NYSE portfolios caught some lift. Like the cynic said, “No crisis, no sales, no fees.”
The world is still mopping-up the avoidable ‘exogenous’ accidents of 2006-2009 the economist
emperors of financial markets actually created by their very real plunder of real peoples’ capital in
imprudent ‘financial products’ they created. That is their client savings put at risk they were
entrusted for hopeful returns greater than inflation as financial marketeers promised. The financial
institutions just played Three Card Monte on client savers as usual and then just gambled which is
what their economist models actually do, the same as a coin-toss. That is whenever they are not
actually cheating by rigging interest rate markets, doubling loan spreads, vaulting insurance
premiums, and seeking insider trading deals.
Put your tax refunds to good use, invested in making AlphaSmartTM
, Capital Safe, Liquid, risk
averse, Risk Price driven portfolios you can run for yourself. Our ‘pending’ list is there, helping
you to build your wealth. The deflation from ending Quantitative Eating bloat and the oil glut has
reverted market levels to 2013 and rebounded to 2014 levels. The volatility the portfolio managers
witless delusions crated may carry-on yet again.
Balance sheets did not flip-flop, but portfolio managers did, unrelated to ‘fundamentals’ of value
investing18
. All of the stocks in our public portfolios19
simply rebounded. Most can still be bought
back for less than they stopped out. Take the bonus. However we do not recommend chasing after a
much higher price of highly volatile zoomers. Price has no mass - as gossip fluctuates.

“
Update
15 March 2016
Our placid stoploss settings have been based on a 52 week rolling price range less than a standard
deviation has worked reasonably well for risk aversion in markets outside churning of financial
industry managers panic driven selling. We have gone to quarterly volatility to better save capital in
this meaningless gossip of mavens creating negative volatility.
Tax charity limits for income sheltering were used to set new portfolios. Americans best have tax
specialist involved, depending on their tax code, regular 401(k): $17,500 in 2014, with an
additional $5,500 catch-up contribution, and up to $52,000 in 2014 for SEP and SOLOs, we used
$23,000. Canadians can shelter $24,270.00 of their income in 2014. Extending our proprietary data
in charity suits small investors’ needs our BookBuilderTM
invests in your children’s education
TaxCharityTM
your retirement and income needs, because we can, so can you.
TaxCharityTM
Portfolios Update List – 15 March 2016
NYSE Value 17K Firms 2012 IRA limit Market
Price
Symbol SF
(Risk Price)
Stop/Loss
See old posts for Buy-ins 01 December 2012 *100 shares each 15214.00
Buy-ins 15oct15 *100 shares each
Conagra Foods Inc 44.09 CAG:US 29 42.5
Buy-ins 15nov15 *100 shares each
Albany Molecular Resrch Inc. ($18.7 StopLost 06jan16) AMRI 15 13.2
NTT DoCoMo Inc. ADS 22.58 DCM:US 15 21.4
Taiwan Semicon. Manufg Co. ($21.8 StopLost 06jan16) TSM:US 18 23.4
Buy-ins 15dec15 *100 shares each
AMN Healthcare Srvcs Inc. ($26.9 StopLost 11jan16) AHS 14 28.5
Ciena Corp. ($18.4 StopLost 04jan16) CIEN:US 17 15.6
Buy-ins 15jan16 *100 shares each
Albany Molecular Resrch Inc. ($15.9 StopLost 28jan16) AMRI 15 13.2
Ciena Corp. ($17.0 StopLost 03mar16) 17.00 CIEN:US 17 15.6
Dean Foods Company 19.56 DF 17 18.7
DR Horton Inc. ($25.6 StopLost 20jan16) DHI:US 24 27.6
E Trade Financial Corp. ($23.9 StopLost 20jan16) ETFC:US 18 22.8
Jabil Circuit Inc 21.41 JBL:US 10 19.7
Taiwan Semicndtr Mnftg Co. 24.88 TSM:US 18 23.4
Buy-ins 15feb16 *100 shares each
Albany Molecular Rsrch Inc. ($14.4 StopLost 23feb16) 14.40 AMRI 15 13.2
Carrefour SA ADR 5.32 CRRFY:US 5 4.9
DR Horton Inc 29.33 DHI:US 24 27.6
E Trade Financial Corp 24.82 ETFC:US 18 22.8
Current NYSE 2012 Portfolio Value
15 March 2016 (including dividends) / 01 December 2012
23235.60 / 15214.00 Gain 39.5
months
52.72%
IRR pa 13.73%

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Update
15 March 2016
Net Cash Carried after 15jan16 Buy-ins *100 shares 74.00
Net Cash * after 100 shares stoploss sales 3140.00
Current Cash 3214.00
Buy-ins 15mar16 *100 shares each
Ciena Corp 16.93 CIEN:US 17 15.6
Gannett Company Inc 14.44 GCI:US 12 13.3
Net Cash Forward after Buy-ins *100 shares 74.00
Cash Dividends earned 156.20
Total Cash Available 230.20
Current NYSE 2012 Portfolio Value
15 February 2016 (including dividends) / 01 December 2012
21946.60 / 15214.00 Gain 38.5
months
44.25%
IRR pa 12.10%
(Pending Need for Change or investing new Savings)
Bemis Co Inc 52.24 BMS 40 50.5
Dreamworks Animation SKG Incorporated 25.48 DWA:US 21 23.3
Inteliquent Incorporated 17.02 IQNT 11 15.5
21Vianet Group Incorporated 17.56 VNET:US 15 16.3
Vigilance while these below are nearing or still trading below Risk Price are not yet “likeables” so are still
not risk averse buy-ins.
Bloomin' Brands, Inc. 17.27 BLMN 20 15.4
Cabot Oil & Gas Corp 22.58 COG:US 34 18.7
Twenty-First Century Fox Incorporated 27.83 FOXA:US 32 25.6
Unisys Corporation 7.31 UIS:US 22 5.5
USA ROTH/IRA 2013 limit 17800.00
See old posts for Buy-ins 15sepl2013 *100 shares each
Buy-ins 15jan2016*100 shares each
Aircastle Limited ($17.8 stopLoss 19jan16) 17.80 AYR:US 14 16.2
DR Horton Inc. 24.21 DHI:US 24 23.2
eBay Inc. ($24.4 stopLoss 28jan16) 24.40 EBAY:US 20 21.6
Federated Investors Inc. ($24.4 stopLoss 20jan16) 24.50 FII:US 27 22.7
General Electric Company 28.26 GE 20 26.8
Hologic Inc. ($33.0 stopLoss 28jan16) 33.00 HOLX:US 20 31.0
Juniper Networks Inc. ($24.5 stopLoss 28jan16) 24.50 JNPR:US 21 20.6
NIVIDIA Corp. ($25.6 stopLoss 08feb16) 25.60 NVDA:US 18 24.1
XL Group ($33.9 stopLoss 10feb16) 33.90 XL:US 30 32.9
Buy-ins 15feb2016*100 shares each
Aircastle Limited 17.37 AYR:US 14 16.2

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Update
15 March 2016
Allianz SE ADS 14.52 AZSEY 14 14.2
CA Inc. 27.70 CA:NASDAQ 28 26.7
eBay Inc. 22.49 EBAY:US 20 21.6
Enterprise Products Partners LP 20.60 EPD:US 17 18.7
Hologic Incorporated 32.60 HOLX:US 20 31.0
Juniper Networks Inc 21.84 JNPR:US 21 20.6
Masco Corp 25.82 MAS:US 20 24.7
USA ROTH/IRA 2013 Portfolio 15 February
2016 (including dividends) / 15 September 2013
24491.10 / 17800.00 Gain 29.0
months
37.59%
IRR pa 14.12%
Net Cash Forward after Buy-ins *100 shares) 18.00
Net Cash * on $toploss FII *100 shares 18370.00
Buy-ins 15mar2016*100 shares each
Net Cash Forward after Buy-ins 15feb16*100 shares) 94.00
Dividends earned 466.70
USA ROTH/IRA 2013 Portfolio 15 February
2016 (including dividends) / 15 September 2013
24491.10 / 17800.00 Gain 29.0
months
37.59%
IRR pa 14.12%
There are hundreds of interested small savings investors routinely following these charitable posts
of our proprietary Risk Price (SF) information giving $toploss values as guidance for small
investor capital safety, and liquidity hopeful of enjoying the proven tendency 2 of 3 of our
“likeables” earn high AlphaSmart gain in the long term. Keep in mind preference to have at least
eight or more “likeables” equities in your portfolio.
Our historic results are based on the entire market partitioned with Risk Price (SF) information.
Smaller sample portfolios can deviate be erratic with outliers and under performers. As a group our
TaxCharityTM
tend to prove our method. The past year has been a trough for investors as the real
economy slowly absorbs 2008, as props of QE were withdrawn and the market lost its marbles.
Below find our continuing charity with a new portfolio suiting income or IRA 201420
tax sheltered
savings. Because we can, you can too!
USA ROTH/IRA 2014 Portfolio 15 September
2014
23000.00
See old posts for Buy-ins 15sep2014 *100 shares each

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Update
15 March 2016
Activision Blizzard Inc. ($32.5 StopLost 03feb16) ATVI:US 18 32.5
Ciena Corp 16.93 CIEN:US 17 17.1
NTT DoCoMo Inc. ADS 22.58 DCM:US 15 19.3
DR Horton Inc. ($25.6 StopLost 20jan16) DHI:US 24 25.6
E Trade Financial Corp. ($23.9 StopLost 20jan16) ETFC:US 18 23.9
MGM Resorts Intl. ($19.1 StopLost 20jan16) MGM 12 19.1
Pitney Bowes Inc, ($17.7 StopLost 04feb16) PBI:US 16 17.7
Roche Holding Limited ADR ($31.1 StopLost 08feb16) RHHBY:US 28 31.1
Unum Group ($27.6 StopLost 20jan16) UNM:US 22 27.6
Activision Blizzard Inc. 32.48 ATVI:US 18 26.2
DR Horton Inc 29.33 DHI:US 24 23.2
JetBlue Airways Corporation 21.41 JBLU 10 19.9
E Trade Financial Corp 24.82 ETFC:US 18 20.2
MGM Resorts International 20.67 MGM 12 17.3
Pitney Bowes Inc 20.13 PBI:US 16 16.2
Unum Group 31.53 UNM:US 22 23.9
Vector Group Incorporated 23.01 VGR:US 14 21.5
USA ROTH/IRA 2014 Portfolio 15 March 2016
(including dividends) / 15 September 2014
24581.50 / 23000.00 Gain 18.0
months
6.88%
IRR pa 4.54%
Net Cash Forward after Buy-ins 15jan16 *100 shares) 58.00
Net Cash * after stoploss sale *100 shares 0.00
Current Cash 58.00
Net Cash Forward after Buy-ins 15aug15 *100 shares) 58.00
USA ROTH/IRA 2014 Portfolio 15 March 2016
(including dividends) / 15 September 2014
24581.50 / 23000.00 Gain 18.0
months
6.88%
IRR pa 4.54%
Since 80% of society’s cache is in the hands of fund managers who on gossip had pushed and
pummeled the stock markets down for the past 17 months. But as we noted last month, we heard
the mooing of the coming herd that had gone the wrong way on gossip and now found its way
back. We definitely hear the contented munching and and mooing now. It is small beer but
blowing the froth off, drink in for St Paddy, this portfolio gained 10.69% in the month. Patience
has paid restoring you to 4.54% IRR on the 18 months you stuck with our methods and data.

“
Update
15 March 2016
Money in pension insurance and bank funds did not manage as well. As we said the world GDP is
still growing faster than population so the ‘professionals’ panic was largely due their newspeak.
The public is always liable for the ‘Public Liability Corporation’ managers’ failure for lack of
business diligence, prudence or ethics. That ‘Agency Problem’ story is not over. Greece now has
been given some ‘jubilee’ but not much. We also have the reductivists parading the political stage
on both sides of the oceans. It is time for good people to stand up and make their voice heard
against the bellicosity. We all win when we put our shoulders to the wheels.
It has been a rough year of gossip driven volatility overturning modest gains being made in the real
economies of the world over. Putin play-acting in middle east politics raising world oil price
needed for his exports. We will see more of oil energy as lever in plunder politics. The muddled-
east problems need all its players to put their shoulders to the wheel for peace.
Engage our “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 suiting small investors’
needs for their small portfolios. Our BookBuilderTM
supports your investing in your children’s
education, TaxCharityTM
suits your retirement or income needs, because we can, you can.
TaxCharityTM
TSX Portfolios Update List – 15 February 2016
TSX Value 22K Firms 2012 RRSP Tax
Shelter Limit Used - $20,235.00
Market
Price
Symbol SF
(Risk Price)
Stop/Loss
See old posts for Buy-ins 01 December 2012 *100 shares each 20,235.00
Allied Properties Real Estate Investment Trust 33.78 AP.UN 31 31.8
Chorus Aviation Inc. 6.32 CHR.B 5 6.0
Element Financial Corp. ($14.4 stopLost 20jan16) EFN 12 11.7
Gildan Activewear Inc. ($35.5 stopLost 28jan16) GIL 32 31.4
Keyera Corp. ($34.9 stopLost 18jan16) KEY 39 32.9
Stantec Inc. ($30.5 stopLost 11feb16) STN 25 29.9
Progressive Waste Solutions Ltd. 41.34 BIN 30 38.9
Canadian Apartment Properties REIT 29.47 CAR.UN 26 28.3
Detour Gold Corp. ($20.0 stopLost 08mar16) 20.00 DGC.TO 10 17.6
Element Financial Corporation 14.94 EFN 12 13.3
Gildan Activewear Inc. 38.60 GIL 32 36.0
Sun Life Financial Inc. 41.42 SLF 35 39.8
Smart REIT formerly CWT-UN.TO 33.56 SRU.UN 25 32.7

“
Update
15 March 2016
TSX 2012 Portfolio Value 15 March 2016 (including
dividends) / 01 December 2012
27115.24 / 20235.00 Gain 39.5
months
34.14%
IRR pa 9.33%
Net Cash Carried after *100 shares Buy-ins 15oct15 49.00
Net Cash * after 100 shares stoploss sold 2000.00
Detour Gold Corporation 19.72 DGC.TO 10 17.6
Net Cash Carried after *100 shares Buy-ins 77.00
TSX 2012 Portfolio Value 15 March 2016 (including
dividends) / 01 December 2012
27115.24 / 20235.00 Gain 39.5
months
34.14%
IRR pa 9.33%
(Pending Need for Change or investing new Savings)
Aecon Group Inc. 16.17 ARE 14 15.1
Crombie Real Estate Investment Trust 13.65 CRR.UN 13 13.4
Emera Incorporated 47.17 EMA 36 45.6
Inter Pipeline Fund 25.83 IPL.TO 24 23.1
Jean Coutu Group (PJC) Inc. (The) 20.95 PJC.A 19 19.0
Sun Life Financial Inc. 41.42 SLF 35 39.8
Thomson Reuters Corporation 51.06 TRI 40 49.7
Vigilance while these below are near or still trading below Risk Price are not yet “likeables” so are still not
risk averse buy-ins.
Artis Real Estate Investment Trust 12.67 AX.UN 14 12.0
Peyto Exploration & Development Corp. 27.74 PEY 34 25.2
Potash Corporation of Saskatchewan Inc. 24.45 POT 40 20.0
Canadian 2013 RRSP limit 23820.00
Progressive Waste Solutions Ltd. 41.34 BIN 30 38.9
Industrl All. Ins. Fin. Srvs. Inc. ($43.7 stopLost 21dec15) IAG 39 36.4
Northland Power Inc. 20.58 NPI 15 19.6
SmartREIT ($29.8 stopLost 21dec15) SRU.UN 25 32.7
Buy-ins 15jan2016*100 shares each
CI Financial Corp. ($27.4 stopLost 20jan16) CIX 30 27.0

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Update
15 March 2016
Industrial All Ins. Fin. Srvs. Inc. ($39.0 stopLost 18jan16) IAG 39 36.4
RioCan REIT 26.81 REI.UN 24 25.9
Smart REIT 33.56 SRU.UN 25 32.7
Stantec Inc. ($30.5 stopLost 11feb16) STN 25 28.6
TransForce Inc. ($20.3 stopLost 20jan16) TFI 21 19.9
Industrial Alliance Ins. Fin. Srvs. Inc. 35.60 IAG 39 36.4
Intertape Polymer Group Incorporated 18.66 ITP 15 17.4
Maple Leaf Foods Inc. 26.78 MFI 19 25.7
Power Corporation of Canada 29.77 POW 25 28.4
Transcontinental Inc. 20.08 TCL.A 12 18.6
2013 TSX Portfolio Value 15 March 2016 (including
dividends) / 15 September 2013
29223.22 / 23820.00 Gain 30.0
months
22.68%
IRR pa 8.52%
Net Cash Carried after *100 shares Buy-ins 15jan2016 45.00
Net Cash on $topLoss sales *100 shares 3560.00
Suncor Energy Inc. 35.76 SU 30 33.4
2013 TSX Portfolio Value 15 March 2016 (including
dividends) / 15 September 2013
29223.22 / 23820.00 Gain 30.0
months
22.68%
IRR pa 8.52%
The TSX is still down -14.24% in the last 18 months, more than half the interval of this portfolio.
This gain speaks loudly for unusual results of the very welcome kind. Six times the rate of
inflation, quadruple of bond rates offered. Staying in the market pays better with a proven method
in place of the coin-tossers in the financial industry. Do not give them your cache.
There are hundreds of interested small savings investors routinely following these charitable posts
of our proprietary Risk Price (SF) data giving $toploss values as guidance for small investor
capital safety, and liquidity hopeful of enjoying the proven tendency 2 of 3 of our “likeables” earn
high AlphaSmart gain in the long term. Keeping in mind preference to have at least eight or more
“likeables” equities in your portfolio below find our continuing charity with a new portfolio
suiting income or RRSP 201421
tax sheltered savings. Because we can, you can too.

“
Update
15 March 2016
2014 TSX “Likeables” Portfolio Value
15 September 2014
24270.00 / 24270.00
Buy-ins 15sep2015 *100 shares each
Acadian Timber Corp. ($18.4 stopLost 29oct15) ADN 15 17.7
Canadian Aprtmt Prop. REIT ($26.9 stopLost 29oct15) CAR.UN 26 27.8
Hudsons Bay Co. ($20.5 stopLost 28sep15) HBC 18 13.5
Quebecor Inc. ($32.9 stopLost 20jan16) 32.90 QBR.B 25 32.9
RioCan REIT ($25.2 stopLost 04nov15) REI.UN 24 24.0
Saputo Inc. ($31.0 stopLost 20jan16) 31.00 SAP 30 35.7
Toromont Ind’s Ltd. ($30.3 stopLost 13nov15) TIH 26 27.3
Buy-ins 15oct015 *100 shares each
Celestica Inc. ($16.1 stopLoss 21oct15) CLS 10 12.1
Fortis Inc. ($37.3 stopLost 13nov15) FTS 35 35.3
Buy-ins 15nov15 *100 shares each
Celestica Inc. ($14.1 stopLoss 15jan16) CLS 10 13.0
Manitoba Telecom Services Inc. 35.41 MBT 27 33.5
The North West Co. Inc. ($27.7 stopLoss 14jan16) NWC 22 28.2
Ritchie Bros Auctinrs Inc. ($34.3 stopLost 08dec15) RBA 24 31.1
RioCan REIT ($24.1 stopLost 14dec15) REI.UN 24 25.9
TransForce Inc. ($23.0 stopLost 08dec15) TFI 21 19.9
Manulife Financial Corp. ($20.1 stopLoss 04jan16) MFC 20 17.1
Ritchie Bros Auctnrs Inc. ($31.5 stopLost 06jan16) RBA 24 31.1
Acadian Timber Corp. ($16.3 stopLost 21jan16) ADN 15 18.0
CI Financial Corp. ($27.4 stopLost 20jan16) CIX 30 27.0
Celestica Inc. ($13.1 stopLost 18jan16) CLS 10 13.0
Manulife Financial Corp. ($17.5 stopLost 20jan16) MFC 20 17.1
Northland Power Inc. ($16.9 stopLost 18jan16) NPI 15 19.6
Buy-ins 15jfeb2016 *100 shares each
Celestica Inc. 14.04 CLS 10 13.0
Intertape Polymer Group Incorporated 18.66 ITP 15 17.4
Manitoba Telecom Services Inc. 35.41 MBT 27 33.5
Maple Leaf Foods Inc. 26.78 MFI 19 25.7
The North West Company Inc. 29.77 NWC 22 28.2
Parkland Fuel Corporation 21.32 PKI 20 19.9
Transcontinental Inc. 20.08 TCL.A 12 18.6
2014 TSX “Likeables” Portfolio Value 23769.60 / 24270.00 Gain 18.0
months
-2.06%

“
Update
15 March 2016
15 March 2016 (including dividends) / 15 September 2014
Though little comfort to some we can reconcile this result with comparing the TSX is still down -
14.24% over these 18 months of bear growls over bull snorts from managers with no sense of
where they are. The fund managers gossip and coin-tossing still make stock prices assuming the
sky-fall. No Stops got hit this month as prices swung right back making a 6.94% regain. We
do not chase but strive for the long term. Commodities are a heavy constituent of the TSX and
fears say demand for them is slacking even as the US remains strong. Gold has made a substantive
return this quarter, where it is a commodity for a world market of fine electronics. Good firms with
strong balance sheets deal with the situation. Canute could not stop the tides but let tides swirl
around him, as the “likeables” do, too.
We can be confident in knowing this “likeables” portfolio has resisted such declining market due
negative volatility. By adhering to tightened stoploss “likeables” is reset to advantage for regaining
as market players embrace the real economy is growing twice as quickly as demographic. While
the chickens flap their wings you are poised for new flight as the dust-devils settle from those
snorting short selling bears with more ambitions than sense.
Note especially the pronounced shift with another firm moving from ‘Vigilant’ listing to again be
‘likeables’ in this report. The positive shift in their status in the market setting of their stock price
bodes well of unconscious movement in the market away from sky-fall mode and moooood.
Net Cash on $topLoss sales RBA REI-UN TFI *100 shares 0.00
Net Cash Carried for *100 shares Buy-ins 274.00
Buy-ins 15jfeb2016 *100 shares each
Net Cash Carried after 15dec2015 *100 shares Buy-ins 274.00
2014 TSX “Likeables” Portfolio Value
15 March 2016 (including dividends) / 15 September 2014
23769.60 / 24270.00 Gain 18.0
months
-2.06%
Removal of Quantitative Eating combined with oil and gas bloat made unusual down-side
volatility in all markets, to which now older Greece and China issues added spooky gossip, a ‘sea-
change’, of stoplosses were triggered again. The TSX has still not regained its September 2014,
level Our tighter $toploss values reduce risk of loss. Most stopped out just rebound. Stoploss is a
simpler approach than skimming for advantageous collaring options to protect your capital, instead
of working at what you do best. Collaring of options can be very useful in added gains but it
requires a lot more attention than small investors can lavish. It is not time to loosen the easily

“
Update
15 March 2016
managed $toploss values to recover, that is a useful short-selling to limit declines. We have rebuilt
for gain as calmer markets return. All the ‘canards’ must walk the political stage as the real
economy slowly inches its recovery forward, while absorbing other peoples abuse of ‘credit float’
in the sea of moral hazard backwash they created.
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 AlphaSmart gain. Market behaviour prefers the “likeables” trading
above Risk Price and bids up their price. We have proven that behaviour exists as a tendency of
investors in all markets.
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 mysticism22
as circular
logic is a spinning topic. Any tautology is just repetition until it appears to be logical. As we have
shown all they trade in is luck, 1.03 to 1 is just a coin-toss23
. They really are just rolling dice and
tossing cards with your nickels. Your pocket is not their restraint, rather, they see their opportunity
for their gaming. Do not give them your pocket-book on empty promises they have never delivered.
What is the alternative to those Artful Dodgers so busy just blowing bubbles24
with cash from your
wallet25
? We are that alternative, as we show, even for the small investor. Our Risk PriceTM
driven
"likeables" investment method is proven by consistent long term portfolios gains shown by these
charity portfolios suiting small investors using stop-loss settings and by others like long running
ABCs-to-Zs and BST-BlackSwanTradingTM
.
BookBuilder™ and TaxCharityTM
portfolios comprise our lowest price point "likeables" we can
identify based on RiskPriceTM
. It is our proprietary information driven by Risk PriceTM
given
freely in charity enabling small investors to keep their savings growing into their own wealth. Our
method is proven. Because we can, you can26
.
In our Modal Geometry27
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).

“
Update
15 March 2016
The Modal Geometry theory of the firm has unfolded by rigourous observation of corporate ledgers
relation to balance sheets as business process28
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
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://riskwerk.com/2012/08/26/the-price-of-risk/
3
http://www.bloombergview.com/articles/2015-05-11/nobody-s-worried-about-too-big-to-jail-any-more
4
http://www.slideshare.net/HansGoetze/stock-takers-2012-q1-bite-on-dji
5
http://www.slideshare.net/HansGoetze/the-case-for-the-can-opener-edufeb12
6
http://www.newyorker.com/online/blogs/johncassidy/2014/05/how-hedge-funds-get-away-with-it.html
7
http://riskwerk.com/2013/05/18/the-real-intelligent-investor/
8
http://riskwerk.com/2013/09/15/earnings-dont-matter-2/
9
http://riskwerk.com/2013/08/07/the-god-stock-econo-speak/
10
http://riskwerk.com/2013/10/07/bn-the-riskwerk-company-glossary/
11
https://en.wikipedia.org/wiki/Risk_management
12
Leading proponent of Modern Portfolio Theory, Peter L. Bernstein disaffected realized it was exposing investors to
risk while productive way for making the professionals a living http://www.e-m-h.org/Bernstein1999.pdf
13
http://www.slideshare.net/HansGoetze/judge-by-company-they-keep
14
http://www.reuters.com/article/us-goldman-sachs-fed-crime-idUSKCN0WI24Q $2000+200 hours community
service
15
http://riskwerk.com/2013/11/15/bn-cpwr-compuware-corporation/
16
http://riskwerk.com/2014/07/29/pi-the-process-option-pricing/
17
http://riskwerk.com/2013/08/10/the-sp-tsx-hangdog-market-3/
18
https://en.wikipedia.org/wiki/The_Intelligent_Investor
19
http://riskwerk.com/2013/05/18/the-real-intelligent-investor/
20
http://www.irs.gov/Retirement-Plans/Retirement-Plans-FAQs-regarding-SEPs
21
http://www.cra-arc.gc.ca/limits/

“
Update
15 March 2016
22
http://riskwerk.com/2014/03/07/pi-sanctification/
23
http://www.slideshare.net/HansGoetze/running-markets-without-walras-and-schumpeter
24
http://riskwerk.com/2013/10/14/asset-bubbles-day-october-14-2013/
25
Banks had $230 billion in litigation costs since 2009 and another $70 billion through 2016 for trading irregularity
http://www.reuters.com/article/2015/01/13/us-banking-litigation-research-idUSKBN0KM10G20150113
26
http://www.slideshare.net/HansGoetze/the-grail-and-the-goat-portfolios
27
“The Modal Geometry of the Firm and the Balance Sheet Worth of the Trading Connections”, 2006, unpublished but available
from the author.
28
http://riskwerk.com/2014/03/15/pi-the-process/

TaxCharityTM 15mar2016

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