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Book builder is yours to keep it yours 30sep13 update

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Our proprietary information given in charity to the small investor, because we can.

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Transcript of "Book builder is yours to keep it yours 30sep13 update"

  1. 1. “ Page 1 of 7 August 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. Defending Your Capital BookBuilder™ is about Simply Keeping It, Yours 30 September 2013 Update Our BookBuilderTM portfolios aim at building the children's education fund so they do not leave school burdened like a borax mule with vitality sapping debt. Build your own deal book. Run your online trading income account with our “likeables” because you need "to save your own bacon." BookBuilder™ is about Simply Keeping It, Yours. Keeping it yours is your intention when you save. We enable you to build value. Build your own deal book in your online trading account to keep your capital safe and growing in value. Keep your money and obtain a hopeful return, yours. The calculated Risk Price (SF) is provably the least stock price at which the company is “likeable” determined by “risk aversion”. We want to keep our money and obtain a hopeful return above the rate of inflation; our “likeable” stocks portfolios demonstrate this property. Holding on to the value of what you have created is fundamental. Ancient wisdom tells us the feast we enjoy today will very possibly move off our table. You build for a hope filled future when you have enough to do what is in your heart and skills to take-on doing for yourself. Cash only has a temporary value that time erodes. Cash is powerful only when it is engaged in the business process of creating more value and adding more wealth. Cash must be invested to hold and grow value. The financial products industry is an industry that covets spending your savings for themselves. They do not see your pocket as their restraint, rather their opportunity. Do not loan them your pocket-book on empty promises they have never delivered. Avoid these traps laid by financial products conspiring to artfully exploit the small investor of hard-won savings. These Artful Dodgers are just skilled pick-pockets in suits they bought with your cash. Avoid these ‘Goats’ that come to just eat your grass, graze your wallet, and leave. What is the alternative for the small investor? We shun the likely rude wealth takers among corporate fiction doppelgängers under management that are not “likeables” because we reasonably identify those and shun them. Ours is proven investment method. BookBuilder™ is your portfolio of just our lowest cost "likeables" our methods identify. Because we can, this is our proprietary information given freely in charity to enable small investors to keep their savings growing into their wealth. Our method is proven in long term portfolios earnings consistently exceed inflation. Grow your savings for children’s tuition, retirement income or nest building. Because you need "to save your own bacon" run your own online trading account. "for the value of money is also perishable." Jean-Baptiste Say , 1803 What investors expect of financial products is a way to secure their hard earned savings while growing their wealth. The circularity of ‘investment talk’ is what Alice gets at the Tea Party. “Take some more tea,” the March Hare said to Alice very earnestly. “I’ve had nothing yet,” Alice replied in an offended tone: “so I ca’n’t take more.” “You mean you ca’n’t take less,” said the Hatter: “it’s very easy to take more than nothing.” Pretty much, they have taken it all before you arrived. “Alice, meet Dr. Artful Dodger.”
  2. 2. “ Page 2 of 7 August 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. Defending Your Capital BookBuilder™ is about Simply Keeping It, Yours 30 September 2013 Update To successfully invest you need to Know What You Have and only Have What You Know. That defends your capital. That lets your capital grow in value outpacing inflation. Our "likeables" are based in our new fundamentals, the Risk Price (SF) of the company is our known. That is from our new theory of the firm1 arising in law and philosophy of corporations we have proven logically and mathematically consequences, our new fundamentals. BookBuilder™ is another case for proving our point. Our $topLoss setting just makes it simple for the small investor. Conventional investment "fundamentals" are based in price and projected earnings projections offered as 'fundamentals' theory of the firm for investment guidance is mostly unchanged since 19342 , Graham and Dodd made a nice step, but half-measure. Noise and gossip drive price and earnings. Fleeting and unreliable measures, expectation, just prideful talk, external values to running the corporation. The entire investment industry chatter is based in such flotsam riding the tumultuous waves of their own noise. Price has no mass, and earnings are most often misleading just a Punch and Judy puppet-show that can be and often are manipulated in newsy reports. Our "likeables" are determined by internal realities of corporate debt. How the firm manages its debt is at the core of our new theory of the firm. Debt-financing and obligation is the essential issue of corporations’ framework from the inception of their legal structure as 'fictitious persons' under management in the 1830s (under protests of manager agency potent moral hazard). How debt structures feed a business idea and are managed is integral to the firms’ success, solvency or ruin. Risk Price is based on debt structures integral to the firm exposed in its balance sheet. We can bore on about corporate philosophy legalities logic and mathematics but those results we obtain are proven consequences of those "likeables" we uniquely identify. Real intelligence investors need3 . The "likeables" are ‘Grail’ portfolio builders investors need. These provide capital safety obtained by AlphaSmart gains while protecting the downside and always remain liquid as cash, only better by growing value in the long term. The firms with compromised debt structure under management we reasonably call ‘Goats’ just eat your grass, graze your wallet, and leave. We shun these likely rude wealth takers, under management. Our “likeables” investors tend to very strongly like, and bid up "likeables" stock price beyond the Risk Price. That behaviourial consequence is very likeable, as 2 of 3 tend to gain and continue gaining in price for the long term. That is what investors need to know, both small and large. BookBuilder™ is another case proving our point with just the "likeables" lowest cost equities which suits the needs of the small investor. By setting the $topLoss on each, the 1 of 3 ‘laggards’ will be cut before they damage capital safety while the rest continue to make substantial gains. That tendency "likeables" have consistently shown. The capital released from those ‘laggards’ cut should be reinvested in newly emerging "likeables" as become evident with new balance sheet information. By reinvesting cash to capital the portfolio grows in value through the long term while always remaining "as good as cash" being liquid when that time comes as you need it as cash. Equities trading above our benchmark Risk Price are those investors tend to like. Two of three continue to rise due investors’ preference. These are “likeables” revealed by their Risk Price.
  3. 3. “ Page 3 of 7 August 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. Defending Your Capital BookBuilder™ is about Simply Keeping It, Yours 30 September 2013 Update There was flip-flop in September as the big guys institutions, endowments, pension, insurance and banks portfolio managers abused your massive holdings they claim in your name on news and gossip. Confused response of 50 to 100 point swings day after day until they got “surprising” news on FED QE, even as Q2 2.5% GDP growth. Baseless gambling with your money, as they had to pay themselves, they serve themselves first, always for their “reasons” that do not help you. The rumours ping-ponged with continued misjudging the FED Chairman, as if the media did not read or connect dots. “Quantitative Easing will continue until 6.5% unemployment is obtained.” The thin edge of tapering of QE speculation has raced to erode near more than a third of the year gains losing 5.24% despite strong 2.5% Euro and US GDP growth. Still jobs stalled. This seems a case of marketeers overwrought on fugitive tales from their dog-walks. The market mavens pushed down and rebounded to mid August levels Our underlying fundamentals of these firms managing debt structure are the same. But not to worry the NYSE portfolio rose to 25.52 % on five months. That taper-talk was just hot-air, market newspeak-easy delusions, tales wagging dogs. They follow gossips. Convictions they have, and more pending, but no reasons can they offer. Cash must be engaged to gain value so expand your portfolio. With a little new savings you have earned and set aside you might have added, JetBlue Airways Corporation, JBLU, and Compuware CPWR. You can also add the new rising “likeables” of August, Genworth Financial Inc. (GNW); Lloyds BankingGroup PLC ADS (LYG); and, OfficeMax Incorporated (OMX) to your portfolio. This will have gained 10.03% for you on the month, ready for riding waves from congress. The TSX was modest following rebounding in July. Superior Plus Corp. Hit its $topLoss 30sep13, oh well, it left an extra dollar in our pockets. Small investing needs small cost equities and this month Ballard Power Systems Incorporated; Maxim Power Corp; and Savanna Energy Services Corp. obliged as a rising new “likeables” for engaging the cash. The TSX BookBuilderTM returned to mid-July level of 5.38% gain in value for five months. That is four times the entire year’s inflation and 11xs annual interest from a savings account eroding your cash value (due our charity, no fees). New balance sheet database sees no other portfolio position changes necessary. To add new savings you have CAE to which we add new “likeables” CML HealthCare Inc. (CLC.TO); Celestica Inc. (CLS.TO); and, Hudsons Bay Company (HBC.TO) for new savings you might have ready for this year’s TFSA or RRSP allowed deductions. That did well gaining 1.19% on the month. Cash only has a temporary value that time erodes, cash erosion is not good. Cash is powerful only when it is engaged in the business process of creating more value and adding more wealth. Cash must be invested as capital to hold and grow value. Capital gains are good, risk aversion is good. Our view is risk averse; less risk for more reward sounds strange but proven works for “likeables”. In the meantime enjoy our charity in public service providing the BookBuilderTM portfolios, because we can. Use this “likeables” information for the small investor to stand up and save your own bacon. Set the $topLosses and get on with earning from the business you know best. BookBuilderTM Portfolios Update List – 30 September 2013
  4. 4. “ Page 4 of 7 August 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. Defending Your Capital BookBuilder™ is about Simply Keeping It, Yours 30 September 2013 Update NYSE BookBuilderTM "likeables" Firms Market Price Symbol SF (Risk Price) Stop/Loss Boston Scientific Corp 11.74 BSX $7 $10 Hudson City Bancorp Inc 9.04 HCBK $8 $9 Huntington Bancshares Inc 8.26 HBAN $6 $8 LSI Corp 7.82 LSI $6 $7 Micron Technology Inc 17.47 MU $9 $11 Mitsubishi UFJ Financial Group Inc ($topLoss sold 24may) 6.00 MTU $7 $5 MGIC Investment Corporation 7.28 MTG $5 $6 Office Depot Inc 4.83 ODP $4 $3 Regions Financial Corp 9.26 RF $6 $9 Sprint Nextel 6.00 S $4 $6 Sirius XM Radio Inc. (NASDAQ) 3.88 SIRI $1 $3 Buy-ins 31Jul2013 Fiat SPA ADR 8.02 FIATY $6 $7 Current Portfolio Value *100 Shares (incl. Dividends) 8848.00 /7049.00 Gain 5.0 months 25.52% Net Cash * 100 (after buying FIATY) 61.00 Portfolio Value / 30 September 2013 8848.00 /7049.00 Gain 5.0 months 25.52% New NYSE “Likeables” (to replace $topLoss sold) (Pending Need for Change or investing new Savings) Lenovo Group Limited ADR 21.07 LNVGY:US $21 $20 Western Union Company 18.66 WU:US $18 $17 Potential new Portfolio Buyins *100 shares 30 September 2013/31 August 2013 4838.00 /4397.00 Gain 1.0 months 10.03% JetBlue Airways Corporation (DJTrans) 6.67 JBLU $6 $6 Compuware Corp 11.19 CPWR $10 $9 Genworth Financial Inc 12.8 GNW:US $12 $11 Lloyds BankingGroup PLC ADS 4.81 LYG:US $4 $4 OfficeMax Incorporated 12.79 OMX:US $10 $9 Potential new Portfolio Buyins *100 shares 30 September 2013/31 August 2013 4838.00 /4397.00 Gain 1.0 months 10.03% Engage “likeables” and save your own bacon.
  5. 5. “ Page 5 of 7 August 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. Defending Your Capital BookBuilder™ is about Simply Keeping It, Yours 30 September 2013 Update TSX BookBuilderTM "likeables" Firms Market Price Symbol SF (Risk Price) Stop/Loss Algonquin Power & Utilities Corp (Stoploss 020jun) 7.00 AQN $6 $7 Canexus Corporation (StopLoss sold 08aug13) 8.00 CUS $7 $8 Denison Mines Corp. 1.14 DML $1 $1 Enerflex Ltd. 13.89 EFX $12 $12 Manitok Energy Inc 2.98 MEI $1 $2 Maxim Power Corp (StopLoss sold 27jun13) 2.98 MXG $3 $3 Martinrea International Inc 10.57 MRE $8 $9 Precision Drilling Corporation 10.22 PD $9 $8 Superior Plus Corp. (N* decline sold 30sep13) 11 SPB $13 $10 Trinidad Drilling Ltd. 9.95 TDG $7 $7 Buy-ins 31Jul2013 Cott Corporation 7.91 BCB $8 $7 Buy-ins 31Aug2013 Air Canada 3.53 AC.B.TO $2 $3 Current Portfolio Value (including dividends) 7845.00 /7445.00 Gain 5.0 months 5.38 % Net Cash * 100 Shares 647.00 Net Cash (on 100 shares SPB sale 30Sep13) 1747.00 Buy-ins 30Sep2013 Ballard Power Systems Incorporated 1.81 BLD $1 $1 Maxim Power Corp 3.6 MXG $3 $3 Savanna Energy Services Corp. 7.61 SVY $7 $7 Portfolio Value 30 September 2013 (including dividends) 30 September 2013 /30 April 2013 7845.00 /7445.00 Gain 5.0 months 5.38 % Net Cash * after 100 Shares Buy-ins 445.00 Potential New Portfolio Buyins *100 shares 31 August 2013 6357.00 /6282.00 Gain 1.0 months 1.19% CAE Inc. 11.26 CAE:TO $9 $10 CML HealthCare Inc. 10.71 CLC.TO $9 $9 Celestica Inc. 11.20 CLS.TO $10 $10 Hudsons Bay Company 16.93 HBC.TO $16 $16 Leon's Furniture Limited 12.72 LNF.TO $12 $12 New Portfolio Buyins *100 shares 30 September 2013 /31 August 2013 6357.00 /6282.00 Gain 1.0 months 1.19%
  6. 6. “ Page 6 of 7 August 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. Defending Your Capital BookBuilder™ is about Simply Keeping It, Yours 30 September 2013 Update (Pending Need for Change or investing new Savings) Nordion Inc. 8.86 NDN.TO $8 $8 Northland Power Inc. 15.65 NPI.TO $15 $14 Engage “likeables” and save your own bacon. 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" found in the market. 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. What is essential in your portfolios is that you buy 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, 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. Our charity shares our proprietary information to small investors. Consider passing-on our charity by designating our normal fee portion to social charity. Our reasons for having any equity in our portfolios are clear, concise and consistent, “likeables” are equities shown valued by market investors, tending to continuing gain, which investors have demonstrated determination to buy and hold the stock at prices above the price of risk. “AlphaSmart gains, Capital Safety and Liquidity” works as we have consistently proven. Know What You Have, and only, 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
  7. 7. “ Page 7 of 7 August 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. Defending Your Capital BookBuilder™ is about Simply Keeping It, Yours 30 September 2013 Update 1 E. Goetze, The Modal Geometry of the Firm and Worth of the Trading Connections, 2009 2 B. Graham and D. Dodd, Security Analysis, 1934, and, The Intelligent Investor, 1949 3 http://riskwerk.com/2013/05/18/the-real-intelligent-investor/

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