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Book builder is yours to keep it yours   31may update
 

Book builder is yours to keep it yours 31may update

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    Book builder is yours to keep it yours   31may update Book builder is yours to keep it yours 31may update Document Transcript

    • “Page 1 of 5 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.Defending Your CapitalBookBuilder™ is about Simply Keeping It, Yours - 31 May 2013Our BookBuilderTMportfolios aim at building the childrens education fund so they do not leaveschool burdened like a borax mule with vitality sapping debt. Build your own deal book. Run youronline 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 yousave. We enable you to build value. Build your own deal book in your online trading account tokeep 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 therate 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 feastwe enjoy today will very possibly move off our table. You build for a hope filled future when youhave enough to do what is in your heart and skills to take-on doing for yourself. Cash only has atemporary value that time erodes. Cash is powerful only when it is engaged in the business processof creating more value and adding more wealth. Cash must be invested to hold and grow value.There is an industry who covets spending your savings for themselves. They do not see your pocketas their restraint, rather their opportunity. Do not loan them your pocket-book on empty promisesthey never deliver. The difficulty is to avoid these traps laid by financial products that conspire toartfully exploit the small investor. These Artful Dodgers are just skilled pick-pockets in suits.BookBuilder™ is your portfolio of just our lowest cost "likeables" our methods identify. Becausewe can, this is our proprietary information given freely in charity to enable small investors to keeptheir savings growing into their wealth. Our method is proven in long term portfolios earningsconsistently exceed inflation. Grow your savings for children’s tuition, retirement income or nestbuilding. Because you need "to save your own bacon" run your own online trading account.To successfully invest you need to Know What You Have and only Have What You Know. Thatdefends your capital. That lets your capital grow in value outpacing inflation. Our "likeables" arebased in our new fundamentals, the Risk Price (SF) of the company is our known. That is from ournew theory of the firm1arising in law and philosophy of corporations we have provenlogically and mathematically consequences, our new fundamentals. BookBuilder™ is another casefor proving our point. Our $topLoss setting just makes it simple for the small investor."for the value of money is also perishable." Jean-Baptiste Say , 1803What investors expect of financial products is a way to secure their hard earned savings whilegrowing 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.”
    • “Page 2 of 5 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.Defending Your CapitalBookBuilder™ is about Simply Keeping It, Yours - 31 May 2013Conventional investment "fundamentals" are based in price and projected earnings. Both arefleeting and unreliable measures, just prideful talk. Both are external values to runningthe corporation. The entire investment industry chatter is based in such flotsam riding the waves.Price has no mass, and earnings are most often misleading projections just a Punch and Judypuppet-show that can be and often are manipulated in newsy reports. What conventional theory ofthe firm offers as fundamentals for investment guidance is mostly unchanged since 19342, Grahamand Dodd made a nice step, but half-measure. Noise and gossip drive price and earnings.Our "likeables" are determined by the internal realities of corporations debt. How the firm managesits debt is at the core of our new theory of the firm. Debt-financing and obligation is the essentialissue of corporations’ framework from the inception of their legal structure as fictitious personsunder management in the 1830s (under protests of manager agency potent moral hazard).By law, society assumes risks corporate managers may conspire. Shareholder risk is limited topurchase of the risk a firm’s share value may become zero, where remaining liability reverts by lawto society. Those who make float credit trading connections with the firm take responsibility asunsecured creditors where limits of corporate shareholder risk legally ends. How debt structuresfeed a business idea and are managed is integral to the firms’ success, solvency or ruin. Risk Priceis based on debt structures integral to the firm we derive from its balance sheet. We can bore onabout corporate philosophy legalities logic and mathematics but those results we obtain are provenconsequences of those "likeables" we uniquely identify. Real intelligence investors need3.The "likeables" are ‘Grail’ portfolio builders investors need. These provide capital safety obtainedby AlphaSmart gains while protecting the downside and always remain liquid as cash, only betterby growing in value in the long term. That is very different than the rest of the firms withcompromised debt structure under management. Those rogues we reasonably call ‘Goats’ just eatyour grass, graze your wallet, and leave. We shun likely rude wealth takers, under management.Our “likeables” investors tend to very strongly like and bid up "likeables" stock price beyond theRisk Price. That behaviour consequence is very likeable, as 2 of 3 tend to gain and continuegaining 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 equitieswhich 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’ cutshould be reinvested in newly emerging "likeables" as become evident with new balance sheetinformation. By reinvesting cash to capital the portfolio grows in value through the long term whilealways 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 threecontinue to price rise due investors’ preference. These equities are “likeables.” They are revealed bytheir rise above Risk Price, the measure that investors must know to defend cash as engaged capital.
    • “Page 3 of 5 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.Defending Your CapitalBookBuilder™ is about Simply Keeping It, Yours - 31 May 2013There was volatility in May as institutions, endowments, pension, insurance and banks portfoliomanagers adjusted their massive holdings on news and gossip, or their need to take cash out tocover their costs, rents4and salaries. If they have made no gains by their baseless gambling withyour money, and if you have not paid in enough in premiums donations and new deposits, they willensure they serve themselves first, always as they will for good reason that does not help you.The rumours in Japan triggered, on 24 May, the $toploss we provided at $6, for Mitsubishi UFJFinancial Group Inc . This seems a case of market overwrought on fugitive news. Current databasehas adjusted that $toploss lower to $5, in case you did not pay for a Stop Loss Sale provision, ourunderlying fundamentals of the firm managing its debt structure are the same. But not to worry theNYSE portfolio made 10.41% in May anyway. That is 240xs better in the month than those whoheld their cash in savings accounts. There will be poor performing months but already this portfoliohas the value to stride over many of the ditches others will make as mis-directed by their marketdelusions. They refuse to see the real value of firms for the gossips of the market.The cash out on $topLoss taken to protect your capital could be taken for income, or better, be re-engaged again for obtaining capital gain. We are providing an alternative stock from NASDAQ“likeables” database, Sirius XM Radio Inc, SIRI. This will re-engage the cash and leave some cashreserve. We will use that position with SIRI for our monitor case obtaining capital gains.We are also providing data from Dow Transports “likeables” that can be used if you wish to expandyour portfolio. With a little new savings you have earned and set aside you can add, JetBlueAirways Corporation, JBLU.The TSX was not as ebullient in May. The TSX BookBuilderTMmade 1.41% gain in value. That is36xs better in the month, or 3xs the entire year’s interest, many will have earned from their savingsaccounts eroding their cash value. No changes were triggered and new balance sheet database seesno portfolio position changes are necessary, though some Risk Price (SF) and $topLoss values haverisen (that is good, as we prefer to see that in equities we hold).Cash only has a temporary value that time erodes. Cash is powerful only when it is engaged in thebusiness process of creating more value and adding more wealth. Cash must be invested as capitalto hold and grow value. Capital gains are good, risk aversion is good, but cash erosion is not good.“AlphaSmart gains, Capital Safety and Liquidity” is good; it works as we have proven. Our view isrisk averse. Of course we require 2&20 fees for doing that. Mail us for our help.In the meantime enjoy our charity in public service providing the BookBuilderTMportfolios, becausewe can. Use this “likeables” information for the small investor to stand up and save your ownbacon. Set the $topLosses and get on with earning from the business you know best.
    • “Page 4 of 5 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.Defending Your CapitalBookBuilder™ is about Simply Keeping It, Yours - 31 May 2013BookBuilderTMPortfolios Update List – 31 May 2013NYSE BookBuilderTM"likeables" Firms MarketPriceSymbol SF(Risk Price)Stop/LossBoston Scientific Corp 9.24 BSX $7 $8Hudson City Bancorp Inc 8.50 HCBK $8 $8Huntington Bancshares Inc 7.75 HBAN $6 $7LSI Corp 7.41 LSI $6 $7Micron Technology Inc 11.68 MU $9 $10Mitsubishi UFJ Financial Group Inc. $topLoss 24may 6.00 MTU $7 $5MGIC Investment Corporation 6.18 MTG $5 $5Office Depot Inc 4.41 ODP $4 $3Regions Financial Corp 9.13 RF $6 $8Sprint Nextel 7.3 S $4 $6Current Portfolio Value *100 Shares (incl.Dividends)7764.00Cashout*100 Shares (to take as income or re-invest) 600.00New NYSE “Likeables” (to replace $topLoss sold)(Pending Need for Change or investing new Savings)JetBlue Airways Corporation (DJTrans) 6.21 JBLU $6 $6Sirius XM Radio Inc. (NASDAQ) 3.49 SIRI $1 $3Buy In*100 Shares (buying SIRI) 349.00Net Cash * 100 (after buying SIRI) 251.00Portfolio Value / 30 April 2013 7764.00 /7049.00 Gain 1.0months 10.14%TSX BookBuilderTM"likeables" Firms MarketPriceSymbol SF(Risk Price)Stop/LossAlgonquin Power & Utilities Corp. 7.73 AQN $6 $7Canexus Corporation 9.14 CUS $7 $8Denison Mines Corp. 1.33 DML $1 $1Enerflex Ltd. 13.30 EFX $12 $12Manitok Energy Inc 2.85 MEI $1 $2Maxim Power Corp 3.00 MXG $3 $3Martinrea International Inc 9.89 MRE $8 $9Precision Drilling Corporation 8.91 PD $9 $8Superior Plus Corp. 11.92 SPB $13 $10Trinidad Drilling Ltd. 7.33 TDG $7 $7
    • “Page 5 of 5 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.Defending Your CapitalBookBuilder™ is about Simply Keeping It, Yours - 31 May 2013Current Portfolio Value (including dividends) 7550.00Cashout*100 Shares 00.00New TSX “Likeables” (to replace $topLoss sold)(Pending Need for Change or investing new Savings)CAE Inc. 10.71 CAE $9 $10Cott Corporation 8.49 BCB $8 $7Buy In*100 Shares 00.00Net Cash * 100 Shares 00.00Portfolio Value 30 April 2013 (including dividends) 7550.00 7445.00 Gain 1.0months1.41%Cash must be engaged in the economy or it loses value is simple fact. For small savings it is needfulbut arbitrary you feed at the low price end of "likeables" found in the market. What is essential inyour portfolios is that you buy a full complement of at least eight or preferably more equities at anytime (preferably in equal blocks of 100 shares for collaring options as exit strategy to maximizegains). Tendency for gain is not the same as pin-the-point on the mule as most encourage or seek.Our reasons for having any equity in our portfolios are clear, concise and consistent, “likeables” areequities shown valued by market investors, tending to continuing gain, which investors havedemonstrated 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 538-12701E. Goetze, The Modal Geometry of the Firm and Worth of the Trading Connections, 20092B. Graham and D. Dodd, Security Analysis, 1934, and, The Intelligent Investor, 19493http://riskwerk.com/2013/05/18/the-real-intelligent-investor/4http://riskwerk.com/2013/05/20/is-the-rent-due/