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Page 1 of 5 Septembert 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.
Defend Your Capital, TaxCharityTM
Update–15 September 2013
Equities trading above our benchmark Risk Price (SF) are those liked by investors, and two of three
continue to price rise due to investors’ preference. These equities are “likeables.” They are revealed
by their rise above Risk Price, the metric that investors must know to defend their capital.
Cash must be engaged in the economy in business ideas with valiant balance sheets or it loses
value. That is simple fact. For small savings it is needful but arbitrary you feed at the low price end
of "likeables" we find in the markets. Equities that tend to hold their value and gain are better than
cash. We like Capital Safety and Liquidity because we have consistently proven that works.
This year markets have rebounded particularly well fed on Quantitative Eating courtesy of the
Federal Reserve. Our public TaxCharityTM
and BookBuilderTM
portfolios have shown better using
our new theory of the firm. We seek sophisticated investors to advance the impact of what we can
do, continuing as we have done. Enjoy our charity extended to small investors, because we can.
The larger your portfolio of “likeables” will tend to average 26% per annum Internal Rate of Return
as we have proven the case through the two recessions experienced these past 13 years. For
elements of our how and whys refer to our articles StockTakers’ 2012Q1 bite on DJI. and The
Counter Culture: Case for a Can Opener. Our work stands on giants, building on integrating
insights of three very different laureates. Proof is seen in our “likeables” behaviour. The TSX is still
below its November 2012 level yet these “likeables” have gained 17.98% in 9+ months tending
below our average IRR. The vibrant NYSE “likeables” there have returned 36.68%. That is proof.
What is essential in your portfolios is that you hold a full complement of at least eight or preferably
more equities at any time (preferably in equal blocks of 100 shares for 'collaring options' as exit
strategy to maximize gains, most often continuing to hold through volatility and earning more
gains). Tendency for gain is not the same as pin-the-point on the mule as most encourage or seek.
Let others chase the gamblers’ risk/reward model. Good reason knows that rarely works but you
can be charitable and buy a lottery ticket that donates support to community sports and arts, like
buying a raffle ticket at the Strawberry Social.
Tax charity limits for 2013 sheltering are eligible for building your portfolio. Americans can look
forward to sheltering $17,800.00 in 2013 depending on various factors in your tax code so best to
have tax specialist involved. http://www.irs.gov/Retirement-Plans/Amount-of-Roth-IRA-Contributions-
That-You-Can-Make-For-2013 Canadians can shelter $23,820.00 of their income in 2013.
http://www.cra-arc.gc.ca/tx/rgstrd/papspapar-fefespfer/lmts-eng.html. In our extending our proprietary
information as charity to suit small investors’ needs find below many of the lowest cost `likeables”
equities we have identified extending back to January 2012, in our “Perpetual Bond” list of
“likeables” and still gaining their place. Our BookBuilderTM
builds for your childrens’ education.
TaxCharityTM
Portfolios Update List – 15 September 2013
"there is risk in what you do not or cannot know." Thomas Tooke, 1844
"for the value of money is also perishable." Jean-Baptiste Say , 1803
“
Page 2 of 5 Septembert 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.
Defend Your Capital, TaxCharityTM
Update–15 September 2013
NYSE Value 17K Firms Market
Price
Symbol SF
(Risk Price)
Stop/Loss
American Capital Ltd 13.19 ACAS:US $10 $12
Convergys Corp $topLoss sold 18apr 16.00 CVG:US $13 $18
First Horizon National Corp StopLoss sold 15apr 10.00 FHN:US $9 $11
Ford Motor Co. 17.35 F:US $12 $15
Hercules Offshore Inc 7.455 HERO:US $4 $6
Host Hotels & Resorts Inc 17.00 HST:US $14 $17
Huntington Bancshares Inc $topLoss sold 17apr 7.00 HBAN:US $6 $8
Interpublic Group of Cos 16.86 IPG:US $9 $14
KeyCorp 11.97 KEY:US $8 $11
LSI Corp $topLoss sold 22apr 6.00 LSI:US $6 $7
Manitowoc Company StopLoss sold 15apr 18.00 MTW:US $12 $18
MBIA Inc 10.73 MBI:US $12 $18
Regions Financial Corp 9.52 RF:US $6 $9
Sprint Nextel 6.72 S:US $4 $6
Teradyne Inc $topLoss Apr 5, 2013 15.00 TER:US $14 $16
(Buy-ins 30apr13)
Boston Scientific Corp 11.84 BSX:US $7 $10
Goodyear Tire & Rubber Company 21.82 GT:US $12 $17
Hudson City Bancorp Inc 9.03 HCBK:US $8 $9
JDS Uniphase Corp $topLoss sold 15aug 14.00 JDSU:US $14 $14
New York Times Company CL A 11.23 NYT:US $8 $10
Spectra Energy Corp $topLoss sold 15Aug 34.00 SE:US $27 $34
(Buy-ins 30jun13)
Compuware Corp 10.95 CPWR:US $10 $10
MGIC Investment Corporation 7.06 MTG:US $5 $6
(Buy-ins 30jun13)
Lloyds BankingGroup PLC ADS 4.88 LYG:US $4 $4
OfficeMax Incorporated 11.31 OMX:US $10 $9
Donnelley RR & Sons Company 16.58 RRD:US $15 $16
Sapient Corp 15.74 SAPE $14 $13
Current Portfolio Value 15 September 2013 (including
dividends)
20795.00 / 15214.00 Gain 9.5
months
36.68%
Net Cash * 100 (from past buy) 49.00
Portfolio Value (incl. dividends) 15 September 2013 20332.00 / 15214.00 Gain 8.5
months
33.64%
(Pending Need for Change or investing new Savings)
Archer Daniels Midland Co 36.22 ADM:US $34 $34
Allianz SE 15.02 AZSEY:OTC $15 $14
“
Page 3 of 5 Septembert 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.
Defend Your Capital, TaxCharityTM
Update–15 September 2013
USA ROTH/IRA 2013 limit 17800.00
Buy-ins 15sepl2013 *100 shares each
AMN Healthcare Services Incorporated 14.1 AHS:US $9 $12
Booz Allen Hamilton Incorporated 19.19 BAH:US $14 $18
Ciena Corp 25.18 CIEN:US $19 $20
First Horizon National Corp 11.28 FHN:US $9 $11
Genworth Financial Inc 12.23 GNW:US $12 $11
Krispy Kreme Doughnuts Incorporated 19.6 KKD:US $8 $18
US Airways Group Incorporated 17.87 LCC:US $11 $13
Lousinana-Pacific Corporation 17.12 LPX:US $11 $12
Pandora Media Incorporated 23.99 P:US $11 $15
Radian Group Incorporated 13.53 RDN:US $5 $10
2013 Portfolio Value 15 September 2013 (including
dividends)
17409.00 / 17409.00 Gain 0.0
months
0.00%
2013 Tax Shelter Cash Reserved* 391.00
TSX Value 22K Firms Market
Price
Symbol SF
(Risk Price)
Stop/Loss
Aimia Inc 16.63 AIM $10 $14
Algonquin Power & Utilities Corp.$topLoss 7.00 AQN $6 $7
CAE Inc. ($top-loss sold 26mar) 10.00 CAE $9 $10
Cott Corporation ($top-loss sold 01may) 10.00 BCB $8 $10
Canfor Corporation 21.87 CFP $10 $15
Chartwell Seniors Housing Real Est. Investment Trust 10.00 CSH.UN $7 $10
Canexus Corporation 8.00 CUS $7 $8
Denison Mines Corp. 1.22 DML $1 $1
Dundee Precious Metals Inc. ($top-loss sold12apr) 7.00 DPM $7 $5
Enerflex Ltd. 14.24 EFX $12 $12
Great Canadian Gaming Corp 10.85 GC $7 $9
Heroux-Devtek Inc ($N* sold 04mar) 8.25 HRX $9 $6
Dominion (Harry Winston) Diamond Corporation 14.00 DDC $12 $14
Manitok Energy Inc 2.96 MEI $1 $2
Maple Leaf Foods Inc. 13.39 MFI $11 $12
Martinrea International Inc 12.25 MRE $8 $9
New Gold Inc. ($N* sold 04mar) 9.59 NGD $10 $6
Jean Coutu Group (PJC) Inc. 18.2 PJC.A $13 $16
Pason Systems Inc. 22.06 PSI $15 $16
Trinidad Drilling Ltd. 7.00 TDG $7 $6
Yamana Gold Inc. ($top-loss sold 12apr) 14.00 YRI $6 $10
“
Page 4 of 5 Septembert 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.
Defend Your Capital, TaxCharityTM
Update–15 September 2013
ARC Resources Ltd. 26.15 ARX $25 $26
Ensign Energy Services Inc. 18.02 ESI $17 $16
Precision Drilling Corporation 10.7 PD $9 $8
NuVista Energy Ltd. 7.55 NVA $8 $7
Air Canada 3.28 AC.B $2 $2
Hudsons Bay Company 17.15 HBC $16 $16
Leon's Furniture Limited 12.98 LNF $12 $12
Portfolio Value 15 September 2013 (including
dividends)
23872.00 / 20235.00 Gain 9.5
months
17.98%
Net Cash * 53.00
(Pending Need for Change or investing new Savings)
Calfrac Well Services Ltd. 35.87 CFW $30 $31
Shoppers Drug Mart Corporation 59.48 SC $48 $53
Canadian 2013 RRSP limit 23820.00
Buy-ins 15sepl2013 *100 shares each
Catamaran Corporation 57.42 CCT $52 $53
CML HealthCare Inc. 10.73 CLC $9 $9
Celestica Inc. 11.59 CLS $10 $10
Hudsons Bay Company 17.15 HBC $16 $16
Home Capital Group Inc. 67.59 HCG $60 $59
Franco-Nevada Corporation 46.76 FNV $49 $43
Gluskin Sheff & Associates Incorporated 21.3 GS $16 $18
Buy-in 100 Shares each (15 September 2013) 23254.00
2013 Portfolio Value 15 Sept 2013 (including
dividends)
23254.00 / 20235.00 Gain 0.0
months
0.00%
2013 Tax Shelter Cash Reserve* 566.00
Engage in “likeables” save your own bacon.
The conventional investment industry cannot prove any of their assumptions underlying their
supposed methods sold as “expertise”. As we have shown, luck is all that they trade in, 1.03 to 1 is
just a coin-toss. A tautology is just repetition until it appears to be logical. Lies told often enough
are expedient and can even become politically correct.
In our Modal Geometry "theory of the firm" we make only two assumptions, clearly as follows:
“
Page 5 of 5 Septembert 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.
Defend Your Capital, TaxCharityTM
Update–15 September 2013
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. You have proof in these charity portfolios performances.
Conventional assumptions have little or no science, nil proof to offer. They really are just rolling
dice and tossing cards when not seeing your pocket as their restraint, rather their opportunity for
their gaming. Do not loan them your pocket-book on empty promises they have never delivered.
Our reasons for having any equity in our portfolios are clear, concise and consistent. “likeables” are
equities shown valued by investors’ behaviour, tending to continuing gain, which investors have
demonstrated a determination to buy and hold at stock prices above the price of risk (SF). That
tendency demonstrates 2 of 3 “likeables” gaining for the long term, as we continue to show.
Proof is positive, as our TaxCharityTM
shows. We extend that to small investors, because we can.
No one else 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

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Best defense of capital tax charity 15sep2013

  • 1. “ Page 1 of 5 Septembert 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. Defend Your Capital, TaxCharityTM Update–15 September 2013 Equities trading above our benchmark Risk Price (SF) are those liked by investors, and two of three continue to price rise due to investors’ preference. These equities are “likeables.” They are revealed by their rise above Risk Price, the metric that investors must know to defend their capital. Cash must be engaged in the economy in business ideas with valiant balance sheets or it loses value. That is simple fact. For small savings it is needful but arbitrary you feed at the low price end of "likeables" we find in the markets. Equities that tend to hold their value and gain are better than cash. We like Capital Safety and Liquidity because we have consistently proven that works. This year markets have rebounded particularly well fed on Quantitative Eating courtesy of the Federal Reserve. Our public TaxCharityTM and BookBuilderTM portfolios have shown better using our new theory of the firm. We seek sophisticated investors to advance the impact of what we can do, continuing as we have done. Enjoy our charity extended to small investors, because we can. The larger your portfolio of “likeables” will tend to average 26% per annum Internal Rate of Return as we have proven the case through the two recessions experienced these past 13 years. For elements of our how and whys refer to our articles StockTakers’ 2012Q1 bite on DJI. and The Counter Culture: Case for a Can Opener. Our work stands on giants, building on integrating insights of three very different laureates. Proof is seen in our “likeables” behaviour. The TSX is still below its November 2012 level yet these “likeables” have gained 17.98% in 9+ months tending below our average IRR. The vibrant NYSE “likeables” there have returned 36.68%. That is proof. What is essential in your portfolios is that you hold a full complement of at least eight or preferably more equities at any time (preferably in equal blocks of 100 shares for 'collaring options' as exit strategy to maximize gains, most often continuing to hold through volatility and earning more gains). Tendency for gain is not the same as pin-the-point on the mule as most encourage or seek. Let others chase the gamblers’ risk/reward model. Good reason knows that rarely works but you can be charitable and buy a lottery ticket that donates support to community sports and arts, like buying a raffle ticket at the Strawberry Social. Tax charity limits for 2013 sheltering are eligible for building your portfolio. Americans can look forward to sheltering $17,800.00 in 2013 depending on various factors in your tax code so best to have tax specialist involved. http://www.irs.gov/Retirement-Plans/Amount-of-Roth-IRA-Contributions- That-You-Can-Make-For-2013 Canadians can shelter $23,820.00 of their income in 2013. http://www.cra-arc.gc.ca/tx/rgstrd/papspapar-fefespfer/lmts-eng.html. In our extending our proprietary information as charity to suit small investors’ needs find below many of the lowest cost `likeables” equities we have identified extending back to January 2012, in our “Perpetual Bond” list of “likeables” and still gaining their place. Our BookBuilderTM builds for your childrens’ education. TaxCharityTM Portfolios Update List – 15 September 2013 "there is risk in what you do not or cannot know." Thomas Tooke, 1844 "for the value of money is also perishable." Jean-Baptiste Say , 1803
  • 2. “ Page 2 of 5 Septembert 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. Defend Your Capital, TaxCharityTM Update–15 September 2013 NYSE Value 17K Firms Market Price Symbol SF (Risk Price) Stop/Loss American Capital Ltd 13.19 ACAS:US $10 $12 Convergys Corp $topLoss sold 18apr 16.00 CVG:US $13 $18 First Horizon National Corp StopLoss sold 15apr 10.00 FHN:US $9 $11 Ford Motor Co. 17.35 F:US $12 $15 Hercules Offshore Inc 7.455 HERO:US $4 $6 Host Hotels & Resorts Inc 17.00 HST:US $14 $17 Huntington Bancshares Inc $topLoss sold 17apr 7.00 HBAN:US $6 $8 Interpublic Group of Cos 16.86 IPG:US $9 $14 KeyCorp 11.97 KEY:US $8 $11 LSI Corp $topLoss sold 22apr 6.00 LSI:US $6 $7 Manitowoc Company StopLoss sold 15apr 18.00 MTW:US $12 $18 MBIA Inc 10.73 MBI:US $12 $18 Regions Financial Corp 9.52 RF:US $6 $9 Sprint Nextel 6.72 S:US $4 $6 Teradyne Inc $topLoss Apr 5, 2013 15.00 TER:US $14 $16 (Buy-ins 30apr13) Boston Scientific Corp 11.84 BSX:US $7 $10 Goodyear Tire & Rubber Company 21.82 GT:US $12 $17 Hudson City Bancorp Inc 9.03 HCBK:US $8 $9 JDS Uniphase Corp $topLoss sold 15aug 14.00 JDSU:US $14 $14 New York Times Company CL A 11.23 NYT:US $8 $10 Spectra Energy Corp $topLoss sold 15Aug 34.00 SE:US $27 $34 (Buy-ins 30jun13) Compuware Corp 10.95 CPWR:US $10 $10 MGIC Investment Corporation 7.06 MTG:US $5 $6 (Buy-ins 30jun13) Lloyds BankingGroup PLC ADS 4.88 LYG:US $4 $4 OfficeMax Incorporated 11.31 OMX:US $10 $9 Donnelley RR & Sons Company 16.58 RRD:US $15 $16 Sapient Corp 15.74 SAPE $14 $13 Current Portfolio Value 15 September 2013 (including dividends) 20795.00 / 15214.00 Gain 9.5 months 36.68% Net Cash * 100 (from past buy) 49.00 Portfolio Value (incl. dividends) 15 September 2013 20332.00 / 15214.00 Gain 8.5 months 33.64% (Pending Need for Change or investing new Savings) Archer Daniels Midland Co 36.22 ADM:US $34 $34 Allianz SE 15.02 AZSEY:OTC $15 $14
  • 3. “ Page 3 of 5 Septembert 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. Defend Your Capital, TaxCharityTM Update–15 September 2013 USA ROTH/IRA 2013 limit 17800.00 Buy-ins 15sepl2013 *100 shares each AMN Healthcare Services Incorporated 14.1 AHS:US $9 $12 Booz Allen Hamilton Incorporated 19.19 BAH:US $14 $18 Ciena Corp 25.18 CIEN:US $19 $20 First Horizon National Corp 11.28 FHN:US $9 $11 Genworth Financial Inc 12.23 GNW:US $12 $11 Krispy Kreme Doughnuts Incorporated 19.6 KKD:US $8 $18 US Airways Group Incorporated 17.87 LCC:US $11 $13 Lousinana-Pacific Corporation 17.12 LPX:US $11 $12 Pandora Media Incorporated 23.99 P:US $11 $15 Radian Group Incorporated 13.53 RDN:US $5 $10 2013 Portfolio Value 15 September 2013 (including dividends) 17409.00 / 17409.00 Gain 0.0 months 0.00% 2013 Tax Shelter Cash Reserved* 391.00 TSX Value 22K Firms Market Price Symbol SF (Risk Price) Stop/Loss Aimia Inc 16.63 AIM $10 $14 Algonquin Power & Utilities Corp.$topLoss 7.00 AQN $6 $7 CAE Inc. ($top-loss sold 26mar) 10.00 CAE $9 $10 Cott Corporation ($top-loss sold 01may) 10.00 BCB $8 $10 Canfor Corporation 21.87 CFP $10 $15 Chartwell Seniors Housing Real Est. Investment Trust 10.00 CSH.UN $7 $10 Canexus Corporation 8.00 CUS $7 $8 Denison Mines Corp. 1.22 DML $1 $1 Dundee Precious Metals Inc. ($top-loss sold12apr) 7.00 DPM $7 $5 Enerflex Ltd. 14.24 EFX $12 $12 Great Canadian Gaming Corp 10.85 GC $7 $9 Heroux-Devtek Inc ($N* sold 04mar) 8.25 HRX $9 $6 Dominion (Harry Winston) Diamond Corporation 14.00 DDC $12 $14 Manitok Energy Inc 2.96 MEI $1 $2 Maple Leaf Foods Inc. 13.39 MFI $11 $12 Martinrea International Inc 12.25 MRE $8 $9 New Gold Inc. ($N* sold 04mar) 9.59 NGD $10 $6 Jean Coutu Group (PJC) Inc. 18.2 PJC.A $13 $16 Pason Systems Inc. 22.06 PSI $15 $16 Trinidad Drilling Ltd. 7.00 TDG $7 $6 Yamana Gold Inc. ($top-loss sold 12apr) 14.00 YRI $6 $10
  • 4. “ Page 4 of 5 Septembert 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. Defend Your Capital, TaxCharityTM Update–15 September 2013 ARC Resources Ltd. 26.15 ARX $25 $26 Ensign Energy Services Inc. 18.02 ESI $17 $16 Precision Drilling Corporation 10.7 PD $9 $8 NuVista Energy Ltd. 7.55 NVA $8 $7 Air Canada 3.28 AC.B $2 $2 Hudsons Bay Company 17.15 HBC $16 $16 Leon's Furniture Limited 12.98 LNF $12 $12 Portfolio Value 15 September 2013 (including dividends) 23872.00 / 20235.00 Gain 9.5 months 17.98% Net Cash * 53.00 (Pending Need for Change or investing new Savings) Calfrac Well Services Ltd. 35.87 CFW $30 $31 Shoppers Drug Mart Corporation 59.48 SC $48 $53 Canadian 2013 RRSP limit 23820.00 Buy-ins 15sepl2013 *100 shares each Catamaran Corporation 57.42 CCT $52 $53 CML HealthCare Inc. 10.73 CLC $9 $9 Celestica Inc. 11.59 CLS $10 $10 Hudsons Bay Company 17.15 HBC $16 $16 Home Capital Group Inc. 67.59 HCG $60 $59 Franco-Nevada Corporation 46.76 FNV $49 $43 Gluskin Sheff & Associates Incorporated 21.3 GS $16 $18 Buy-in 100 Shares each (15 September 2013) 23254.00 2013 Portfolio Value 15 Sept 2013 (including dividends) 23254.00 / 20235.00 Gain 0.0 months 0.00% 2013 Tax Shelter Cash Reserve* 566.00 Engage in “likeables” save your own bacon. The conventional investment industry cannot prove any of their assumptions underlying their supposed methods sold as “expertise”. As we have shown, luck is all that they trade in, 1.03 to 1 is just a coin-toss. A tautology is just repetition until it appears to be logical. Lies told often enough are expedient and can even become politically correct. In our Modal Geometry "theory of the firm" we make only two assumptions, clearly as follows:
  • 5. “ Page 5 of 5 Septembert 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. Defend Your Capital, TaxCharityTM Update–15 September 2013 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. You have proof in these charity portfolios performances. Conventional assumptions have little or no science, nil proof to offer. They really are just rolling dice and tossing cards when not seeing your pocket as their restraint, rather their opportunity for their gaming. Do not loan them your pocket-book on empty promises they have never delivered. Our reasons for having any equity in our portfolios are clear, concise and consistent. “likeables” are equities shown valued by investors’ behaviour, tending to continuing gain, which investors have demonstrated a determination to buy and hold at stock prices above the price of risk (SF). That tendency demonstrates 2 of 3 “likeables” gaining for the long term, as we continue to show. Proof is positive, as our TaxCharityTM shows. We extend that to small investors, because we can. No one else 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