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Best defense of capital tax charity 15 june 2013
 

Best defense of capital tax charity 15 june 2013

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Our ongoing TaxCharity to the small investor, because we can.

Our ongoing TaxCharity to the small investor, because we can.

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    Best defense of capital tax charity 15 june 2013 Best defense of capital tax charity 15 june 2013 Document Transcript

    • “Page 1 of 3 May 2013 © Copyright StockTakers Limited, All Rights Reserved. Copying Prohibited.The author does not provide investment advice. In order to use reproduce or convey the material herein,in any way, written agreement must be obtained from the author or its agent Architypes Inc.StockTakers Limited is an Alberta corporation providing information on “likeables” equities.StockTakers Limited encourages your seeking tax law advisor for capital gains tax dispositions.Best Defense of Capital, Tax Charity Update–15 June 2013Equities trading above our benchmark Risk Price (SF) are those liked by investors, and two of threecontinue to price rise due to investors’ preference. These equities are “likeables.” They are revealedby their rise above Risk Price, the metric that investors must know to defend their capital.Tax Charity Portfolios Update List – 15 June 2013NYSE Value 17K Firms MarketPriceSymbol SF(Risk Price)Stop/LossAmerican Capital Ltd 13.43 ACAS:US $10 $13Convergys Corp $topLoss sold 18apr 16.00 CVG:US $13 $16First Horizon National Corp StopLoss sold 15apr 10.00 FHN:US $9 $10Ford Motor Co. 15.37 F:US $12 $12Hercules Offshore Inc 7 HERO:US $4 $6Host Hotels & Resorts Inc 17.22 HST:US $14 $16Huntington Bancshares Inc $topLoss sold 17apr 7.00 HBAN:US $6 $7Interpublic Group of Cos 14.51 IPG:US $9 $12KeyCorp 10.41 KEY:US $8 $9LSI Corp $topLoss sold 22apr 6.00 LSI:US $6 $6Manitowoc Company StopLoss sold 15apr 18.00 MTW:US $12 $18MBIA Inc 10.73 MBI:US $8 $9Regions Financial Corp 8.98 RF:US $6 $7Sprint Nextel 7.32 S:US $3 $5Teradyne Inc $topLoss Apr 5, 2013 15.00 TER:US $10 $13Cashout*100 Shares (sale of CVG. HBAN, LSI, MTW,TER, FHN & MBI)8273.00New NYSE “Likeables” (30Apr-to replace sold)Boston Scientific Corp 9.51 BSX:US $7 $7Goodyear Tire & Rubber Company 15.31 GT:US $12 $11Hudson City Bancorp Inc 8.29 HCBK:US $8 $8JDS Uniphase Corp 14.17 JDSU:US $14 $12New York Times Company CL A 10.59 NYT:US $8 $9Spectra Energy Corp 34.34 SE:US $27 $30Buy In*100 Shares 8162.00Net Cash * 100 (from buy) 111.00Portfolio Value 30 April 2013 18875.00 / 15214.00 Gain 6.5months24.06%"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
    • “Page 2 of 3 May 2013 © Copyright StockTakers Limited, All Rights Reserved. Copying Prohibited.The author does not provide investment advice. In order to use reproduce or convey the material herein,in any way, written agreement must be obtained from the author or its agent Architypes Inc.StockTakers Limited is an Alberta corporation providing information on “likeables” equities.StockTakers Limited encourages your seeking tax law advisor for capital gains tax dispositions.Best Defense of Capital, Tax Charity Update–15 June 2013TSX Value 22K Firms MarketPriceSymbol SF(Risk Price)Stop/LossAimia Inc 14.17 AIM $10 $14Algonquin Power & Utilities Corp. 7.53 AQN $6 $7CAE Inc. ($top-loss sold 26mar) 10.00 CAE $9 $10Cott Corporation ($top-loss sold 01may) 10.00 BCB $8 $9Canfor Corporation 18.07 CFP $10 $18Chartwell Seniors Housing Real Est. Investment Trust 10.12 CSH.UN $7 $10Canexus Corporation 9.12 CUS $7 $9Denison Mines Corp. 1.28 DML $1 $1Dundee Precious Metals Inc. ($top-loss sold12apr) 7.00 DPM $7 $7Enerflex Ltd. 13.35 EFX $12 $13Great Canadian Gaming Corp 9.71 GC $7 $9Heroux-Devtek Inc ($N* sold 04mar) 8.25 HRX $9 $6Dominion (Harry Winston) Diamond Corporation 15.14 DDC $12 $14Manitok Energy Inc 3.01 MEI $1 $2Maple Leaf Foods Inc. 13.27 MFI $11 $13Martinrea International Inc 10.23 MRE $8 $7New Gold Inc. ($N* sold 04mar) 9.59 NGD $10 $8Jean Coutu Group (PJC) Inc. 16.85 PJC.A $13 $15Pason Systems Inc. 17.86 PSI $15 $16Trinidad Drilling Ltd. 7.00 TDG $7 $7Yamana Gold Inc. ($top-loss sold 12apr) 14.00 YRI $15 $14Current Portfolio Value (including dividends) 22184.00Cashout*100 Shares (CAE DPM HRX NGD & YRI) 6607.00New TSX “Likeables” (to replace CAE DPM HRXNGD & YRI)ARC Resources Ltd. 28.16 ARX $25 $25Ensign Energy Services Inc. 16.96 ESI $17 $15Precision Drilling Corporation 8.17 PD $9 $7NuVista Energy Ltd. 7.81 NVA $8 $7Buy In*100 Shares 6110.00Net Cash * 100 Shares 497.00Portfolio Value 30 April 2013 (including dividends) 22814.00 / 20235.00 Gain 6.5months9.63%
    • “Page 3 of 3 May 2013 © Copyright StockTakers Limited, All Rights Reserved. Copying Prohibited.The author does not provide investment advice. In order to use reproduce or convey the material herein,in any way, written agreement must be obtained from the author or its agent Architypes Inc.StockTakers Limited is an Alberta corporation providing information on “likeables” equities.StockTakers Limited encourages your seeking tax law advisor for capital gains tax dispositions.Best Defense of Capital, Tax Charity Update–15 June 2013Our reasons for having any equity in our portfolios are clear, concise and consistent, “likeables” areequities shown valued by investors, tending to continuing gain, which investors have demonstrateda determination to buy and hold the stock at prices above the price of risk.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.comHead Office76 Midridge Close SECalgary, ABT2X 1G1351 Chemin BoulangerSutton, PQJ0E 2K0450 538-1270