ABC-Zs of TaxCharitytm-29feb16

“
Page 1 of 10 February 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.
ABCs to Zs Defense of Capital, Tax CharityTM
–29 February 2016
Risk PriceTM
analysis of balance sheets allows us to discern a most useful partition from all the equities
in any market. These are “likeablesTM
” because they seem “undervalued1
” in the market mind-sense.
The demand for them exceeds the supply at current prices. Investors prefer them and price them up. So
there is much to like.
As a group, 2 of 3 “likeablesTM
” equities we identify by Risk PriceTM
tend to gain in stock price for
long periods. We understand why by proven theory2
. We give proof also in open display in real time
markets. Because We Can. No one else can, so they do not. WE DO, Because We Can.
As open handed display of our methods in January 2011 we released the ABC’s portfolio comprised of
just newly identified equities on TSX and NYSE “likeablesTM
” market partition. Our “likeables” are
revealed by their rise above Risk Price TM
our metric investors must know to defend their capital.
Our ‘likeables’ tendancy to hold value and gain is better than cash. Risk Averse, Capital Safety and
Liquidity in our method shows and provsn AlphaSmartTM
high capital appreciation. Less risk more
gain sounds strange but truth to power3
there is no science in conventional fund portfolio methods.
Then we arbitrarily extended those ABCs to Z showing both ends of our AlphaSmartTM
result. The
ABC-Z portfolios make our case even as these two substantively different markets have diverged in
their own pitch and yaws, often moved in different directions. Our ABC-Z sample portfolios are proof
we have continued in open display.
Fund managers are victims of their own gossip just playing dice4
, with your money. The self
proclaimed ‘bright lights’ running hedge funds HFRI5
record only 4.56% pa for the past three years.
For such underperformance they take fees supposed earned. Your risk is their ‘professional’ gain.
Conventional investment industry claims “expertise” but use untestable models,
conjectures claimed as viable theory. These Artful Dodgers just cull small
investors’ wallets to their use. All the fun, fees and profit is theirs, but next to
nothing for you6
are ever left, just their tease for fees, and perhaps a Mozarttaler
for your thanks. Their baseless swing from no-ooo to buy-eee wrecked havouc
on the ABC-Z portfolios but the capital is safe. StopLoss intended to protect
your capital did their job though most all equities rebounded, some to be beaten
down again. We reset the ABC-Zs as many are bought back for less, while still
“likeables’ in a version of short selling. Most touched and sprung far higher.
Some ‘dollar-per-word’ gossips called the DJI to hit 20000, in 2014 autumn. Market mavens are
irrational gossips, for no reason calling the sky limitless and market bottoms to fall. Balance sheets tell
the reality of valiant business ideas and how well they are doing in the real economy. Judging by the
ciphers in balance sheets is different than the latest cover flap story. But we wait for their skyfall to quit
and the contented mooing of reality to return to markets. Firms are ready, that is the real story.
"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

“
–29 February 2016
We offer accredited investors 12% Bond7
at our risk working proven theory for steady return. Proof is
in our proprietary list of “likeables” helping small investors. “Likeables” portfolios performance is
proven. Because we can, we do. With proven ‘likeables’ we do AlphaSmartTM
for all investors.
The TaxCharityTM
and BookBuilderTM
portfolios take the challenge for the small investor to invest
savings under the limits of annual Tax shelter provisions. Our followers have done well, as markets
have gained 1.79% since 31 December 2013. The near 18 month trough made by convention bound
wealth mangers having no real direction has shaken off QE phantom expectations and patient growth
can resume. Trouble is the dollar-per-word crowd never knows which end feeds the bull. ‘Heads down’
working, resolving debt of credit extended to valiant business ideas, the market goes up. Even Europe’s
unemployment is down, contented mooing of heads feeding, it is time for real stocks growth.
We have seen the real behaviour of market investors to Risk Price TM
driven “likeables” is they like
them. Their desire evidences as demand exceeding supply driving “likeables” prices up. We use that
tendency. We must rebuild from more than a year of baseless volatility of wealth managers and ‘dollar-
per-word’ market mavens gossip teasing the pitch into their game of coin tossers.
Passive stop-loss are reasonably safe and simple enough to be useful for small investors. We have more
active and complex methods using collaring options for sharpening gains and limiting exit due to
unreasonable market mavens gambolling goats8
grazing on their client wallets. There is no science in
conventional fund portfolio methods9
. Avoid those Artful Dodgers. We prove, because we can.
ABCs for TSX Firms portfolio from 31 December
2011
Market
Price
Symbol SF
(Risk Price)
Stop/Loss
See old posts for Buy-ins 01 December 2011 *100 shares each
Buy-ins *per 100 shares 30sep2015
Agrium Inc. ($127.7 StopLoss 14decl5) AGU 96 111.6
Alimentn Couche-Tard Inc. ($58.5 StopLoss 05feb16) 58.50 ATD.B 50 58.8
Brookfield Asset Mngmnt Inc. ($44.1 StopLoss 09dec15) BAM.A 34 40.1
BCE Inc. ($54.5 StopLoss 11dec15) BCE 40 57.6
Cogeco Cable ($65.5 StopLoss 03dec15) CCA.TO 60 61.2
CCL Industries ($184.5 StopLoss 03feb16) 184.50 CCL-A.TO 100 194.6
Catamaran Corp. (Optumrx Buyout 27jul15) CCT 0.0
Canadian Imprl Bank Of Com. ($97.1 StopLoss 07dec15) CM 84 87.3
Dollarama Inc. ($82.6 StopLoss 09dec15) DOL.TO 70 74.8
George Weston Ltd. ($106.3 StopLoss 12nov15) WN 94 107.9
Buy-ins *per 100 shares 31oct2015
Progressive Waste Ltd. (N* $31.58 StopLoss 27oct15) BIN 30 38.6
Cineplex Inc. ($48.9 StopLoss 13nov15) CGX 40 47.7
Buy-ins *per 100 shares 31oct2015
Advantage Oil & Gas Ltd. ($6.6 StopLoss 07jan16) AAV 5 6.5
Bank of Nova Scotia (The) ($59.3 StopLoss 03dec15) BNS 58 52.6
Franco-Nevada Corp. ($63.3 StopLoss 14dec15) FNV 58 59.2

“
–29 February 2016
West Fraser Timber Co. Ltd. ($49.3 StopLoss14dec15) WFT 43 43.8
Buy-ins *per 100 shares 31dec2015
Agrium Inc. ($118.7 StopLoss14jan16) AGU 96 118.0
Brookfield Asset Mngnt Inc. ($42.1 StopLoss 04jan16) BAM.A 34 41.0
BCE Inc. ($52.0 StopLoss 24aug15) BCE 40 55.3
Progressive Waste Sltns Ltd. ($37.6 StopLoss 09feb16) 37.60 BIN 30 38.6
Bank of Nova Scotia (The) ($54.0 StopLoss 011jan16) BNS 58 52.6
CAE Inc. ($14.7 StopLoss 20jan16) CAE:TO 13 14.3
Cogeco Cable ($61.4 StopLoss 11feb16) 61.40 CCA.TO 60 61.2
Cineplex Inc. ($46.4 StopLoss 15jan16) CGX 40 47.7
Canadian Impl Bank Com, ($88.5 StopLoss 11jan16) CM 84 87.3
Dollarama Inc. ($75.5 StopLoss 08jan16) DOL.TO 70 74.8
Emera Inc. ($41.9 StopLoss 18jan16) EMA.TO 36 43.6
Buy-ins *per 100 shares 31jan2016
Allied Properties REIT ($32.0 StopLoss 05feb16) 32.00 AP.UN 31 30.1
Air Canada ($7.3 StopLoss 02feb16) 7.30 AC.TO 8 6.2
Alimentatn Couche-Tard Inc. ($58.5 StopLoss 05feb16) 58.50 ATD.B 50 58.8
Bank of Montreal ($73.0 StopLoss 02feb16) 73.00 BMO 66 72.4
CAE Inc. ($14.3 StopLoss 01feb16) 14.30 CAE:TO 13 14.6
Davis + Henderson Corp. ($29.6 StopLoss 08feb16) 29.60 DH 29 35.5
Dollarama Inc. ($70.7 StopLoss 08feb16) 70.70 DOL.TO 70 74.8
Fortis Inc. ($39.7 StopLoss 09feb16) 39.70 FTS 35 36.6
West Fraser Tmbr Co. Ltd. ($43.8 StopLoss 08feb16) 43.80 WFT 43 37.4
Domtar Corp. ($43.4 StopLoss 02feb16) 43.40 UFS $44 45.2
George Weston Limited ($105.3 StopLoss 02feb16) 105.30 WN 94 107.9
ABCs -TSX 2011 Portfolio Value 29 February
2016 (including dividends) / 31 December 2011
90879.30 / 41972.00 Gain 50
months
116.52%
IRR pa 20.37%
Cash Forward * after 100 Shares 30sep15 Buy-ins 196.00
Net Cash * after 100 shares stoploss sales 86960.00
Current Cash 87156.00
Buy-ins *per 100 shares 29feb2016
Agnico-Eagle Mines Ltd. 47.61 AEM 30 44.5
Agrium Inc. 116.22 AGU 96 111.6
Allied Properties Real Estate Investment Trust 31.56 AP.UN 31 30.1
Brookfield Asset Management Inc. 41.53 BAM.A 34 40.1
BCE Inc. 58.44 BCE 40 57.6
Progressive Waste Solutions Ltd. 40.43 BIN 30 38.6
Canadian Apartment Properties REIT 28.67 CAR.UN 26 27.8
Cineplex Inc. 49.38 CGX 40 48.1
Canadian Imperial Bank Of Commerce 89.95 CM 84 87.3

“
–29 February 2016
Emera Inc 45.04 EMA.TO 36 43.9
Franco-Nevada Corporation 80.75 FNV 58 76.3
FirstService Corporation 52.75 FSV.TO 36 47.5
Fortis Inc. 37.51 FTS 35 36.6
CGI Group 56.61 GIB.A 45 54.1
Gildan Activewear Inc. 34.98 GIL 32 33.2
Domtar Corporation 47.61 UFS 44 45.2
Cash Forward * after 100 Shares 31dec15 Buy-ins 252.00
Cash Dividends earned 4675.25
Total Cash Available 4871.25
ABCs -TSX 2011 Portfolio Value 29 February
2016 (including dividends) / 31 December 2011
90879.30 / 41972.00 Gain 50
months
116.52%
IRR pa 20.37%
(Pending Need for Change or investing new Savings)
Element Financial Corporation 14.33 EFN 12 13.2
Quebecor Inc. 34.45 QBR.B 25 33.1
ABC-Z 2013 TSX Portfolio * after 100 Shares Buy-
ins 22 December 2013
44403.00 44403.00
See old posts for Buy-ins 01 December 2013 *100 shares each
Buy-ins *per 100 shares 31dec015
Allied Properties REIT ($30.3 StopLoss 14jan16) AP.UN 31 30.1
Brookfield Asset Mngmnt Inc. ($42.1 StopLoss 04jan16) BAM.A 34 40.1
Progressive Waste Sltns Ltd. 40.43 BIN 30 38.6
Bank of Nova Scotia (The) ($54.0 StopLoss 011jan16) BNS 58 52.6
Davis + Henderson Corp. ($29.7 StopLoss 08feb16) 29.70 DH 29 35.5
Element Financial Corp. ($15.8 StopLoss 06jan16) EFN 12 13.2
Franco-Nevada Corp. ($60.5 StopLoss 27jan16) FNV 58 76.3
Buy-ins *per 100 shares 31jan16
ATS Automation Tool Sys Inc. ($10.1 StopLoss 02feb16) 10.10 ATA 11 8.8
Alimenttn Couche-Tard Inc. $58.5 StopLoss 05feb16) 58.50 ATD.B 50 58.8
Progressive Waste Sltns Ltd. 37.60 BIN 30 38.6
Cdn Apartment Prps REIT ($28.9 StopLoss 08feb16) 28.90 CAR.UN 26 27.8
Element Financial Corp. ($14.0 StopLoss 02feb16) 14.00 EFN 12 13.2
Emera Inc 45.04 EMA.TO 36 43.9
Gildan Activewear Inc. ($33.8 StopLoss 05feb16) 33.80 GIL 32 33.2
CGI Group ($57.3 StopLoss 08feb16) 57.30 GIB.A 45 54.1
Granite REIT ($36.5 StopLoss 08feb16) 36.50 GRT.UN 34 36.9

“
–29 February 2016
Domtar Corporation ($43.4 StopLoss 02feb16) 43.40 UFS 44 45.2
AB-Z 2013 TSX Portfolio 29 February 2016
(including dividends) / 22 December 2013
45054.70 / 44403.00 Gain 26.0
months
1.47%
IRR pa 0.68%
Even though this result may at first seem small potatoes, consider, through the past 17 months the
TSX is down -17.80% since 01sep2014 and down -5.70% from portfolio inception 31dec1013. This
portfolio using stoploss passive regime has proven stunningly better result for the small investor. We
know the pursuit of framing options to collar exit or holds guided by the Risk Price is more lucrative.
However the conservative ‘tighter’ stoploss trimmed the very sharp rebound this past month, in which
11 of 14 stocks regained $4,525, a full 13.17% differentially better outcome. That is irritating
consequence of the market dogs chasing their tales in wider circles, creating greater volatility, looking
for expectations which they have no reason for. The stage is set for contented ‘mooing’ to return.
Cash Forward * after 100 Shares 331jan16 Buy-ins 297.00
Net Cash * after 100 shares stoploss 27460.00
Buy-ins *per 100 shares 29feb16
Algonquin Power & Utilities Corp. 10.41 AQN 9 9.6
Cogeco Cable 63.43 CCA.TO 60 60.5
Choice Properties REIT 12.47 CHP.UN 10 12.2
Celestica Inc. 13.93 CLS 10 12.9
CGI Group 56.61 GIB.A 45 53.2
Granite REIT 38.25 GRT.UN 34 36.5
Intertape Polymer Group Incorporated 16.23 ITP 15 15.1
Manitoba Telecom Services Inc. 33.73 MBT 27 31.9
Power Corporation of Canada 29.4 POW 25 28.0
Thomson Reuters Corporation 49.57 TRI 40 48.2
Cash Forward * after 100 Shares 29feb16 Buy-ins 7.00
AB-Z 2013 TSX Portfolio 29 February 2016
45054.70 / 44403.00 Gain 26.0
months
1.47%
IRR pa 0.68%
Engage in “likeables” to save your own bacon.

“
–29 February 2016
Do not expect perfect of Risk Price. High tendency for gain is not the same as pin-the-point on the
mule as most claim they do. Motley brayers talk only of their survivor bias winner. Let others chase
gamblers’ risk/reward model that rarely works. Their ‘house’ always win, fees you donated them. Risk
Price works. Even when the last 17 months have been volatile and negative, we held substantive gain.
Proven behaviour of market investors to “likeables” is that they like them. This is why 2 of 3 tend to
long term gains in stock price once they trade above the Risk Price. It is best you have eight or more
‘likeables’ in your portfolio at any time to enjoy the benefit of that tendency, as these larger portfolios
show when compared to the smaller portfolios we charitably aim to help small investors
We can share our Risk Price driven proprietary data, to help small investors. Pay-forward our charity
by designating our normal ‘2 & 20’ fee portion to social charity. Good works deserve10
our help.
ABCs for NYSE Firms 31 December 2011 Market
Price
Symbol SF
(Risk Price)
Stop/Loss
(See prior posts for early trading history)
Buy-ins *100 shares 31jan16
Adobe Systems Inc. ($86.0 StopLoss 05feb16) 86.00 ADBE:US 53 81.2
American Electric Power Company 61.75 AEP 38 59.7
AFLAC Inc. ($56.2 StopLoss 11feb16) 56.20 AFL:US 58 57.1
Broadcom Corp. ($54.67 BRCM buys-in shares 29jan16) 54.67 BRCM 41
Boston Properties Inc. ($110.4 StopLoss 09feb16) 110.40 BXP 112 105.8
Cardinal Health Inc. ($79.3 StopLoss 02feb16) 79.30 CAH:US 59 79.0
Check Point Soft Tech Ltd. ($76.1 StopLoss 08feb16) 76.10 CHKP:US 82 79.2
Concho Resources Inc. ($88.9 StopLoss 02feb16) 88.90 CXO 106 79.4
Dassault Systemes SA ADR ($88.9 StopLoss 02feb16) 74.00 DASTY 56 72.7
Tableau Software Inc. ($74.2 StopLoss 03feb16) 74.20 DATA 80 29.5
Ecolab Inc. ($105.2 StopLoss 02feb16) 105.20 ECL:US 103 98.4
Edwards Lifesciences Corp. ($75.5 StopLoss 02feb16) 75.50 EW:US 87 82.4
Varian Medical Systems Inc. ($74.0 StopLoss 08feb16) 74.00 VAR:US 81 74.0
WPP plc ($106.1 StopLoss 05feb16) 106.10 WPPGY:US 68 100.3
DENTSPLY International Inc. ($57.1 StopLoss 08feb16) 57.10 XRAY 43 58.5
Zimmer Biomet Holdings Inc. ($96.3 StopLoss 03feb16) 96.30 ZBH:US 71 96.8
ABCs for NYSE 2011 Portfolio Value
29 February 2016 (including dividends) / 31 December 2011
127572.00 / 77436.00 Gain 50
months
71.65%
IRR pa 13.84%
Once again another spate of fund managers sky falling the markets. There will be a rebound, as
fundamentals of the real economy are positive. Best we engage for the coming rise for the long
term. Buy back those that have not already rebounded too far. This month most jumped sharply.
Having forged through 17 months of volatile and negative markets the demonstrated performance

“
–29 February 2016
is five times better than provided by hedge funds over the interval. The gain of this sample
portfolio taken from the “likeables” partition of the market was achieved with simple passive
stoploss suited for small investors, while remaining liquid to access wealth for emergencies. Using
framing options to collar exit or holds guided by the Risk Price is more lucrative.
Cash Forward (* after 100 Shares 31jan16 Buy-ins) 373.00
Buy-ins *100 shares 29feb16
AmerisourceBergen Corp 86.62 ABC:US 63 80.3
Automatic Data Processing Inc. 84.69 ADP:US 77 80.2
American Tower Corp 92.20 AMT 89 88.5
Brown-Forman CL B 98.47 BF.B:US 85 94.5
Bemis Co Inc 49.07 BMS:US 40 47.4
BristolMyers Squibb Co. 61.93 BMY:US 39 58.6
Cavium Incorporated 59.49 CAVM:US 18 53.9
CME Group Inc. 91.44 CME:US 59 88.4
Citrix Systems Inc. 70.65 CTXS:US 57 66.4
Quest Diagnostics Inc 66.53 DGX 63 61.7
Ecolab Inc 102.55 ECL:US 103 98.4
United Continental Holdings 57.26 UAL 45 52.7
WPP plc 105.24 WPPGY:US 68 100.3
Xcel Energy Inc 39.54 XEL:US 30 38.2
Zimmer Biomet Holdings Inc 96.81 ZBH:US 71 96.8
Cash Forward (* after 100 Shares 31jan165 Buy-ins) 54.00
ABCs for NYSE 2011 Portfolio Value
29 February 2016 (including dividends) / 31 December 2011
127572.00 / 77436.00 Gain 50
months
71.65%
IRR pa 13.84%
(Pending Need for Change or investing new Savings)
Northrop Grumman Corp 192.22 NOC:US 120 185.8
Roper Industries Incorporated 167.93 ROP:US 141 160.1
JM Smucker Company 127.57 SJM:US 95 123.3
AB-Z 2013 NYSE Portfolio 22 December 2013 131242.00
(See prior posts for early trading history)
Buy-ins *100 shares 31jan16
Celgene Corp. ($95.3 StopLoss 03feb16) 95.30 CELG:US 83 88.9

“
–29 February 2016
Charter Comms Inc. ($165.4 StopLoss 05feb16) 165.40 CHTR:US 125 157.7
Cigna Corp. ($125.6 StopLoss 08feb16) 125.60 CI:US 89 115.6
Walt Disney Co. ($92.5 StopLoss 03feb16) 92.50 DIS 65 88.2
Ecolab Inc. ($105.2 StopLoss 08feb16) 105.20 ECL:US 103 101.7
Equifax Inc. ($101.6 StopLoss 03feb16) 101.60 EFX:US 80 96.2
UnitedHealth Group Inc. ($111.1 StopLoss 05feb16) 111.10 UNH 79 105.9
VF Corporation ($60.4 StopLoss 04feb16) 60.40 VFC 46 57.6
Verisk Analytics Inc. ($70.8 StopLoss 02feb16) 70.80 VRSK 60 68.0
WPP plc ($106.1 StopLoss 05feb16) 106.10 WPPGY:US 68 101.1
Williams-Sonoma Inc. 52.11 WSM:US 49 47.6
Wyndham Worldwide Corp. ($62.3 StopLoss 08feb16) 62.30 WYN:US 49 59.0
XL Group ($34.6 StopLoss 04feb16) 34.60 XL:US 30 32.5
Yum! Brands Inc, ($68.8 StopLoss 08feb16) 68.80 YUM 70 64.2
Zimmer Biomet Holdings Inc. ($96.3 StopLoss 03feb16) 96.30 ZBH:US 71 92.4
Zoetis Incorporated ($41.1 StopLoss 03feb16) 41.10 ZTS 35 38.6
Zurich Insurance Group ADR ($21.0 StopLoss 08feb16) 21.00 ZURVY:US 25 19.6
AB-Z 2013 NYSE Portfolio 29 February 2016
143524.74 / 131242.00 Gain 26.0
months
9.36%
IRR pa 4.22%
This result is far less than our expected long term tendency. However, it is cause for celebratory
hats and horns. This portfolio has gone through 17 months of volatile and negative market
behaviour, more than two thirds of its interval. This portfolio has demonstrated resilience even
using the less effective stoploss regime. We know the pursuit of framing options to collar exit or
holds guided by the Risk Price is more lucrative.
Over these two years this portfolio has double the performance of the hedge funds. The resulting
gain obtained is vastly better than any bond or mortgage and always is liquid for the small
investor needing an emergency pool of their wealth. This portfolio has proven stunningly better
result for the small investor than any conventional financial industry product.
Cash Forward (* after 100 Shares 31dec15 Buy-ins) 58.00
Buy-ins *100 shares 29feb16
Analog Devices Inc 52.99 ADI:US 47 49.5
Allegion PLC 63.00 ALLE:US 50 60.5
Amgen Incorporated 142.28 AMGN 102 133.7
Avago Technologies Ltd. 133.97 AVGO 75 125.9
Boeing Company 118.18 BA 110 108.7
Becton Dickinson & Co 147.45 BDX:US 95 142.5

“
–29 February 2016
Ball Corp 66.23 BLL:US 53 63.6
Coca-Cola Enterprises Incorporated 48.51 CCE:US 46 46.6
CH Robinson Worldwide Inc 69.83 CHRW $58 67.0
Dollar General Corporation 74.25 DG:US 57 70.8
DineEquity Incorporated 91.47 DIN:US 77 86.0
Electronic Arts Inc 64.24 EA 40 60.4
Ecolab Inc 102.55 ECL:US 103 98.4
WPP plc 105.24 WPPGY:US 68 100.3
XL Group 34.38 XL:US 30 31.9
Zoetis Incorporated 41.06 ZTS 35 38.3
Cash Forward (* after 100 Shares 30nov14 Buy-ins) 305.00
AB-Z 2013 NYSE Portfolio 29 February 2016
143524.74 / 131242.00 Gain 26.0
months
9.36%
IRR pa 4.22%
Engage in “likeables” save your own bacon.
The conventional investment industry cannot prove any of their assumptions underlying their methods,
whose results are 1.03:1, like11
a coin toss. Avoid those Artful Dodgers playing dice with your wallet.
Investors need a real compass12
. Risk Price shows their way13
. Our TaxCharityTM
gives proof. In the
spirit and tradition of real science of Bacon and Newton we feign nothing; our demonstrations are in
real time with real consequences obtaining real benefit to investors’ wallets, because we can.
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,
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, real science, not conventional assumptions with little relevance but gossip.
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

“
–29 February 2016
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, in more than theory, in real markets.
Proof is positive, in our TaxCharityTM
and BookBuilderTM
portfolios extending our proprietary
information to small investors. The ABC-Zs suit larger wallets. Because we can, while the entire
financial industry is so busy blowing bubbles14
with cash from your wallet.
Know What You Have. Have What You Know.
Our risk averse view works. The proof of our method is clear and forthrightly shown. Of course we
require 2&20 fees for doing that, or utilize our 12% Bond. 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://riskwerk.com/2014/02/05/pi-demand-and-supply/
2
E. Goetze, The Modal Geometry of the Firm and Worth of the Trading Connections, 2009
3
http://riskwerk.com/2013/05/18/the-real-intelligent-investor/
4
http://www.rainmedia.net/portfolio/the-retirement-gamble/
5
https://www.hedgefundresearch.com/mon_register/index.php?fuse=login&hi
6
http://riskwerk.com/2013/09/15/earnings-dont-matter-2/
7
http://www.slideshare.net/HansGoetze/stocktakers-12-bond
8
http://www.slideshare.net/HansGoetze/the-grail-and-the-goat-portfolios
9
http://www.slideshare.net/HansGoetze/four-horses-of-portfolio-apocollapse
http://www.slideshare.net/HansGoetze/fearful-fund-fantasies
10
http://www.slideshare.net/HansGoetze/the-corporate-social-on-our-best
11
http://www.slideshare.net/HansGoetze/the-grail-and-the-goat-portfolios on North American markets the combined average
result of ‘managers’ investment models is 1.03:1, statistically no better than monkeys tossing coins or dice as compared to Risk Price
driven ‘likeables’ portfolio showing 2.28:1 of the equities gain for long periods, the rest is ‘gardening’
12
http://www.slideshare.net/HansGoetze/orienteering-among-magpies
13
http://riskwerk.com/2012/08/26/the-price-of-risk/
14
http://riskwerk.com/2013/10/14/asset-bubbles-day-october-14-2013/

ABC-Zs of TaxCharitytm-29feb16

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ABC-Zs of TaxCharitytm-29feb16