TaxCharityTM 15nov2015

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Page 1 of 14 November 2015 © 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 November 2015
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 and how we engage in
it is our business as society. Corporations are the form that allows engaging 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 November 2015
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 12% bond we seek accredited investors to advance the impact of
what we have proven. Meanwhile enjoy our charity to small investors, because we can.
The larger your “likeables” portfolio will tend to average 26% per annum Internal Rate of Return as
proven through the two recessions of these past 13 years. See our articles StockTakers’ 2012Q1
bite on 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
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 is, wrong8
, useless9
and harmful10
to all.
Those Emperors of those markets have no clothes to hide their jargon for the unprovable delusions
those conventions are. We help, because we can.

“
Update
15 November 2015
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 Street11
does not understand
our “likeables” behaviour as hedge funds fail to deliver. On gossip hem and haw the markets
bounced and yawed with all their boats. Quantitative Eating treacle-down 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’ to build their wealth. We seek accredited investors, as we help the small investor.
It is essential you hold a complement of at least eight but preferably more “likeables” as your
portfolio at any time (preferably in equal blocks of 100 share multiples for 'collaring options'12
as
exit strategy we prefer using, for good reason13
). 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 slammed into autumn 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 ‘Grexit’ is just resolution of who pays for reckless British French Dutch and German banks
loans made without prudence to Greece in 2007 rekindled high volatility. Austerity never renews
economies from recession. Austerity never renews economies from recession. Those banks were
saved ‘haircuts’ in 2010 by ECB and IMF taking over those imprudent loans. The public is always
liable for the ‘Public Liability Corporation’ managers’ failure for lack of business diligence
prudence or ethics. That is the ‘Agency Problem’, the moral hazard that the ‘public’ ends up paying
to resolve. Whose ‘public’ is paying remains the issue after ECB and IMF 2010 bailing of those
banks who had been padding their ‘books’ for taking quick bonuses for themselves in 2007 by
making imprudent loans to the PIIGS weaker economies of Europe.
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

“
Update
15 November 2015
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.
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.
Balance sheets did not flip-flop, but portfolio managers did, unrelated to ‘fundamentals’ of value
investing14
. All of the stocks in our public portfolios15
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.
Tax charity limits for 2014 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 November 2015
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 15jul15 *100 shares each
Celldex Therapeutics Inc. ($25.8 stoploss 20jul15) CLDX 20 11.0
DR Horton Inc 30.67 DHI:US 24 29.3
Progressive Corp Ohio ($29.1 StopLost 24aug15) PGR:US 24 29.8
Buy-ins 15aug15 *100 shares each
Ciena Corp. ($22.9 StopLost 20aug15) CIEN:US 17 22.4
Concert Pharma Inc. ($22.1 StopLost 21oct15) 22.10 CNCE 14 20.8
Buy-ins 15sep15 *100 shares each
Alon USA Energy Inc. ($15.7 StopLost 21oct15) 15.70 ALJ:US 12 14.8
Aircastle Ltd. ($22.2 StopLost 16oct15) 22.20 AYR:US 14 19.2
Ciena Corp 23.87 CIEN:US 17 22.4
E Trade Financial Corp 28.86 ETFC:US 18 27.6
OmniVision Technologies Inc 28.67 OVTI:US 20 27.5

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Update
15 November 2015
Zoetis Inc. ($41.4 StopLost 28sep15) ZTS 35 42.4
Buy-ins 15oct15 *100 shares each
Conagra Foods Inc 38.84 CAG:US 29 37.3
Current NYSE 2012 Portfolio Value
15 November 2015 (including dividends) / 01 December 2012
21977.60 / 15214.00 Gain 35.5
months
44.46%
Net Cash Carried after 15oct15 Buy-ins *100 shares 106.00
Net Cash * after 100 shares ALJ AYR CNCE sales 5990.00
Current Cash 6096.00
Buy-ins 15nov15 *100 shares each
Albany Molecular Research Incorporated 19.53 AMRI 15 18.2
NTT DoCoMo Inc. ADS 19.51 DCM:US 15 18.4
Taiwan Semiconductor Manufacturing Co.... 21.89 TSM:US 18 20.8
Net Cash Forward after Buy-ins *100 shares 13.00
Cash Dividends earned 123.20
Total Cash Available 136.20
Current NYSE 2012 Portfolio Value
15 November 2015 (including dividends) / 01 December 2012
21977.60 / 15214.00 Gain 35.5
months
44.46%
(Pending Need for Change or investing new Savings)
Alon USA Energy Incorporated 16.36 ALJ:US 12 14.8
Bemis Co Inc 45.02 BMS 40 43.7
CalMaine Foods Inc 54.17 CALM 50 50.4
CSX Corporation 26.93 CSX 25 25.3
Dreamworks Animation SKG Incorporated 23.23 DWA:US 21 21.5
HollyFrontier Corporation 47.95 HFC:US 41 45.1
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. 16.12 BLMN 20 15.1
Cabot Oil & Gas Corp 20.74 COG:US 34 18.9
Twenty-First Century Fox Incorporated 29.69 FOXA:US 30 27.6
Unisys Corporation 12.73 UIS:US 22 10.5
USA ROTH/IRA 2013 limit 17800.00
See old posts for Buy-ins 15sepl2013 *100 shares each
CMS Energy Corp. ($35.0 $topLoss 13nov15) 35.00 CMS:US 27 33.8

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Update
15 November 2015
Cisco Systems Inc. ($27.2 $topLoss 13nov15) 27.20 CSCO 22 25.4
eBay Inc. 28.19 EBAY:US 20 27.2
Morgan Stanley ($26.4 $topLoss 19oct15) 32.30 MS:US 30 32.6
Schwab Charles Corp. ($28.3 $topLoss 28sep15) SCHW:US 18 31.0
WhiteWave Foods Co. ($42.6 stopLoss 28sep15) WWAV:US 30 37.9
General Growth Propts Inc. ($42.6 stopLoss 13nov15) 25.70 GGP:US 20 24.4
Hologic Inc, 39.66 HOLX:US 20 35.2
XL Group 36.76 XL:US 30 34.9
USA ROTH/IRA 2013 Portfolio 15 November
2015 (including dividends) / 15 September 2013
26392.10 / 17800.00 Gain 26.0
months
48.27%
Net Cash Forward after Buy-ins *100 shares) 41.00
Net Cash * on $toploss CMS CSCO GGP MS *100 shares 12020.00
Federated Investors Inc 29.45 FII:US 27 30.0
General Electric Company 31.05 GE 20 28.9
Juniper Networks Inc. 30.28 JNPR:US 21 27.4
NIVIDIA Corp 29.80 NVDA:US 17 28.5
Net Cash Forward after Buy-ins 15aug15 *100 shares) 77.00
Dividends earned 413.70
26392.10 / 17800.00 Gain 26.0
months
48.27%
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.

“
Update
15 November 2015
Below find our continuing charity with a new portfolio suiting income or IRA 201416
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
Buy-ins 15jun2015 *100 shares each
Maxim Integ. Prods Inc. ($32.3 $topLoss 20aug15) MXIM 25 37.1
UBS AG ($21.2 $topLoss 21aug15) UBS:US 17 18.1
Buy-ins 15augl2015 *100 shares each
JetBlue Airways Corp. ($21.3 $topLoss 24aug15) JBLU 9 34.1
Vector Group Inc. ($23.9 $topLoss 21aug15) VGR:US 14 23.2
Activision Blizzard Inc. 34.59 ATVI:US 18 32.5
Ciena Corp 23.87 CIEN:US 17 22.4
E Trade Financial Corp 28.86 ETFC:US 18 27.6
H&R Block Inc 35.68 HRB:US 30 34.6
UBS AG ($19.0 $topLoss 13nov15) 19.00 UBS:US 17 18.1
Unum Group 35.84 UNM:US 22 34.8
Vector Group Incorporated 23.90 VGR:US 14 23.2
23588.70 / 23000.00 Gain 14.0
months
2.56%
Net Cash * after sale UBS *100 shares 1900.00
Pitney Bowes Inc 20.53 PBI:US 16 19.6
23588.70 / 23000.00 Gain 14.0
months
2.56%
Removal of Quantitative Eating and oil and gas bloat made unusual down-side volatility in all

“
Update
15 November 2015
markets in the autumn, in such a ‘sea-change’ near all stoplosses were triggered. Time to recover,
rebuild for gain. The 2014 portfolio had regained more than 2% per month since October ructions.
Then in this past Spring gossip flooded on resolution of who pays for reckless British. French.
Dutch and German banks loans made without prudence to Greece in 2007 (as they and Wall Street
had to all the PIIGS) rekindled high volatility.
The public is always liable for the ‘Public Liability Corporation’ managers’ failure for lack of
business diligence, prudence or ethics. That is the ‘Agency Problem’, the moral hazard those banks
indulged - who had been padding their ‘books’ for taking quick bonuses in 2007 by making
imprudent loans to the PIIGS weaker economies of Europe. That story is not over. Greece now has
been given some ‘jubilee’ but not much.
China’s princelings made their booty so now is time the rest of the people pay as infrastructure
bonanzas work out. It has been a rough year of gossip driven volatility overturning modest gains in
the real economy. Putin plays middle east politics raising world oil price needed for his exports.
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 November 2015
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
Buy-ins 15mar2015 *100 shares each
Aliment’n Couche-Tard Inc. ($56.5 stopLost 28oct15) 56.50 ATD.B 50 56.8
Canadian Utilities Ltd. (stopLost 25mar15) CU 40 40.1
Calloway REIT. (N* rise stoplost 15may15) CWT.UN 25 30.7
MTY Food Group Inc. ($32.6 stopLost 07may15) MTY 26 29.7
Ritchie Bros Auctioneers Inc. ($34.5 stopLost 18sep15) RBA 24 34.3
Buy-ins 15mar2015 *100 shares each
TELUS Corporation ($40.9 stopLost 05may15) 56.50 T.TO 30 39.5
Buy-ins 15may2015 *100 shares each
Alaris Royalty Corp. ($31.6 stopLost 25may15) AD 32 31.6
Element Financial Corp. ($18 stopLost 24aug15) EFN 12 17.8
CGI Group ($50.7 stopLost 18jun15) GIB.A 43 51.3
Gildan Activewear Inc. ($38.7 stopLost 24aug15) GIL 31 35.9

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Update
15 November 2015
Intertape Polymer Group Inc. ($17.7 stopLost 12aug15) ITP 15 16.5
Buy-ins 15jun2015 *100 shares each
MTY Food Group Inc. ($32.6 stopLost 16jun15) MTY 26 29.7
Fortis Inc. ($36.1 StopLost 28jul15) FTS 35 36.6
National Bank of Canada ($45.6 StopLost 20jul15) NA 40 40.6
Buy-ins 15aug2015 *100 shares each
Progressive Waste Slts Ltd. ($34.4 stopLost 24aug15) BIN 29 33.6
Canadian Apart Prop. REIT ($27.8 stopLost 24aug15) CAR.UN 26 26.9
Stantec Inc. ($34.4 stopLost 24aug15) STN 25 30.9
WestJet Airlines Ltd. ($22.9 stopLost 24aug15) WJA 23 20.7
Progressive Waste Sol’ns Ltd. ($34.0 stopLost 20oct15) 24.00 BIN 29 33.6
Canadian Aprtmt Prop. REIT ($26.9 stopLost 29oct15) 26.90 CAR.UN 26 26.9
Element Financial Corp. ($18 stopLost 24aug15) 18.00 EFN 12 17.8
Gildan Activewear Inc. ($38.7 stopLost 26oct15) 38.70 GIL 31 35.9
Maple Leaf Foods Inc. ( $20.1 stopLost 12nov15) 20.10 MFI 14 19.0
Stantec Inc. 32.58 STN 25 30.9
Allied Properties REIT ($33.3 stopLost 04nov15) 33.30 AP.UN 31 32.2
TSX 2012 Portfolio Value 15 November 2015
(including dividends) / 01 December 2012
26119.99 / 20235.00 Gain 35.5
months
28.49%
Net Cash Carried after *100 shares Buy-ins 15oct15 160.00
Net Cash * after 100 shares (stoplost AP-UN ATD-B BIN
CAR-UN EFN GIL MFI )
21750.00
Allied Properties Real Estate Investment Trust 33.01 AP.UN 31 32.2
Davis + Henderson Corporation 32.68 DH 28 30.9
Element Financial Corporation 17.68 EFN 12 16.7
Gildan Activewear Inc. 38.01 GIL 31 35.9
Granite REIT 37.60 GRT.UN 34 36.5
Keyera Corp. 39.62 KEY 38 38.0
Maple Leaf Foods Inc. 19.83 MFI 14 19.0
Net Cash Carried after *100 shares Buy-ins 67.00

“
Update
15 November 2015
TSX 2012 Portfolio Value 15 November 2015
(including dividends) / 01 December 2012
26119.99 / 20235.00 Gain 35.5
months
28.49%
(Pending Need for Change or investing new Savings)
Emera Incorporated 42.45 EMA 36 41.2
Jean Coutu Group (PJC) Inc. 19.13 PJC.A 18 17.9
Thomson Reuters Corporation 51.93 TRI 40 50.4
Vigilance while these below are near or still trading below Risk Price are not yet “likeables” so are still not
risk averse buy-ins.
Aecon Group Inc. 14.65 ARE 14 13.9
Artis Real Estate Investment Trust 13.12 AX.UN 14 12.8
Canfor Corporation 18.25 CFP 18 16.2
Crombie Real Estate Investment Trust 12.64 CRR.UN 13 12.5
Inter Pipeline Fund 23.64 IPL.TO 24 21.9
Peyto Exploration & Development Corp. 27.86 PEY 34 26.2
Potash Corporation of Saskatchewan Inc. 27.08 POT 41 24.5
Canadian 2013 RRSP limit 23820.00
MTY Food Group Inc 29.72 MTY 26 29.7
Ritchie Bros Auctioneers Inc. ($34.5 stopLost 18sep15) RBA 24 34.3
Quebecor Inc. 32.43 QBR.B 24 28.0
SmartREIT 31.63 SRU-UN 25 30.7
Stantec Inc. 32.58 STN 25 30.9
Toromont Ind’s Ltd. ($30.3 stopLost 13nov15) 30.30 TIH 26 29.3
Fortis Inc. ($37.3 stopLost 13nov15) 37.30 FTS 35 36.6
Metro Inc 35.80 MRU 21 34.4
2013 TSX Portfolio Value 15 November 2015
(including dividends) / 15 September 2013
26493.52 / 23820.00 Gain 26.0
months
11.22%
Net Cash Carried after *100 shares Buy-ins 15aug2015 163.00
Net Cash on $topLoss CAR-UN FTS TIH *100 shares 9450.00
CI Financial Corp. 30.72 CIX 30 29.6
Great-West Lifeco Inc. 34.82 GWO 28 33.9
Power Corporation of Canada 29.59 POW 25 28.6

“
Update
15 November 2015
Net Cash Carried after *100 shares Buy-ins 100.00
2013 TSX Portfolio Value 15 November 2015
(including dividends) / 15 September 2013
26493.52 / 23820.00 Gain 26.0
months
11.22%
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 201417
tax sheltered savings. Because we can, you can too.
2014 TSX “Likeables” Portfolio Value
15 September 2014
24270.00 / 24270.00
Acadian Timber Corp. ($18.4 stopLost 29oct15) 18.40 ADN 12 17.8
Hudsons Bay Co. ($20.5 stopLost 28sep15) HBC 18 18.2
Quebecor Inc. 32.43 QBR.B 24 28.0
RioCan REIT ($25.2 stopLost 04nov15) 25.20 REI.UN 24 24.6
Saputo Inc. 30.55 SAP 30 29.5
Toromont Ind’s Ltd. ($30.3 stopLost 13nov15) 30.30 TIH 26 29.3
Celestica Inc. ($16.1 stopLoss 21oct15) 16.10 CLS 10 13.7
Fortis Inc. ($37.3 stopLost 13nov15) 37.30 FTS 35 36.6
15 November 2015 (including dividends) / 15 September 2014
22009.70 / 24270.00 Gain 14.0
months
-9.31%
We can reconcile this result with comparing the TSX is down -11.91% over these 14 months
though there is little comfort. We can be confident in knowing this “likeables” portfolio has
resisted such declining market and is prepared to advantage for regaining as markets embrace the
real economy is growing twice as quickly as demographic.
Net Cash Carried after *100 shares Buy-ins 15oct2015 12.00
Net Cash on $topLoss sales ADN CAR-UN CLS FTS REI-UN
TIH *100 shares
15420.00

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Update
15 November 2015
Net Cash Carried for *100 shares Buy-ins 15432.00
Celestica Inc. 14.40 CLS 10 13.7
Manitoba Telecom Services Inc. 27.46 MBT 27 26.6
The North West Company Inc. 26.60 NWC 22 25.8
Ritchie Bros Auctioneers Incorporated 36.10 RBA 24 34.3
RioCan Real Estate Investment Trust 24.70 REI.UN 24 24.1
TransForce Inc. 24.37 TFI 21 23.0
Net Cash Carried after 15aug2015 *100 shares Buy-ins 69.00
15 November 2015 (including dividends) / 15 September 2014
22009.70 / 24270.00 Gain 14.0
months
-9.31%
Removal of Quantitative Eating combined with oil and gas bloat has 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 tightwe $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. That 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
managed $toploss values to recover, but again we must rebuild for gain when calmer markets
return. All the ‘canards’ must walk the political stage while 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 mysticism18
as circular
logic is a spinning topic. Any tautology is just repetition until it appears to be logical. As we have

“
Update
15 November 2015
shown all they trade in is luck, 1.03 to 1 is just a coin-toss19
. 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 bubbles20
with cash from your
wallet21
? 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 can22
.
In our Modal Geometry23
theory of the firm we make only two assumptions, clearly as follows:
1. there is a balance sheet of the firm (that the rule of law governs its information is possibly
weak assumption but at an accuracy to at least the modest degree accountants are prepared
to be responsible for); and,
2. the firm will vigorously negotiate, “what it owns” (in order to stay in business “what is
owed to it” with “what it owes” and vice versa, to make the best of what it has, that is in its
trading connections).
The Modal Geometry theory of the firm has unfolded by rigourous observation of corporate ledgers
relation to balance sheets as business process24
adds value. That is aided with logic, epistemology,
and some powerful mathematics. You have proof in these TaxCharityTM
portfolios performances.
Our reasons for having any equity in our portfolios are clear, concise and consistent. “likeables”
tendency demonstrates 2 of 3 “likeables” gaining for the long term. This we show proof positive,
in our TaxCharityTM
and BookBuilderTM
portfolios continued gain. We extend our proprietary
information to small investors. Because we can, you can.
Know What You Have. Have What You Know.
Our view is risk averse. Of course we require 2&20 fees for doing that. Mail us for our help.
Hans Goetze,
Architypes Inc. architypes@gmail.com and StockTakers Limited hg.stocktaker@gmail.com
Head Office
76 Midridge Close SE
Calgary, AB
T2X 1G1
351 Chemin Boulanger
Sutton, PQ
J0E 2K0
450 538-1270

“
Update
15 November 2015
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
http://riskwerk.com/2013/11/15/bn-cpwr-compuware-corporation/
12
http://riskwerk.com/2014/07/29/pi-the-process-option-pricing/
13
http://riskwerk.com/2013/08/10/the-sp-tsx-hangdog-market-3/
14
https://en.wikipedia.org/wiki/The_Intelligent_Investor
15
http://riskwerk.com/2013/05/18/the-real-intelligent-investor/
16
http://www.irs.gov/Retirement-Plans/Retirement-Plans-FAQs-regarding-SEPs
17
http://www.cra-arc.gc.ca/limits/
18
http://riskwerk.com/2014/03/07/pi-sanctification/
19
http://www.slideshare.net/HansGoetze/running-markets-without-walras-and-schumpeter
20
http://riskwerk.com/2013/10/14/asset-bubbles-day-october-14-2013/
21
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
22
http://www.slideshare.net/HansGoetze/the-grail-and-the-goat-portfolios
23
“The Modal Geometry of the Firm and the Balance Sheet Worth of the Trading Connections”, 2006, unpublished but available
from the author.
24
http://riskwerk.com/2014/03/15/pi-the-process/

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