BookBuilderTM keeping it yours 28feb14

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StockTakers very reasonable “likeables” in NYSE have lead to 94.69% gains on 15 months, 30.07% on TSX. We call that proof!

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BookBuilderTM keeping it yours 28feb14

  1. 1. “ Defending Your Capital BookBuilder™ is about Simply Keeping It, Yours 28 February 2014 Update "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.” 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. 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 business processes creating more wealth, adding value. Cash must be invested to hold and grow, by adding 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 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 are. 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™ portfolios are of just our lowest cost "likeables" our methods identify. Because we can, our proprietary information is 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 run your own online trading account to “save your own bacon." Our calculated Risk Price (SF) is provably the least stock price at which the company is “likeable” while determined by “risk aversion”. Equities trading above our benchmark Risk Price are those investors tend to like. Two of three continue to rise due investors’ behaviour. These are “likeables” Page 1 of 7 February 2014 © 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.
  2. 2. “ Defending Your Capital BookBuilder™ is about Simply Keeping It, Yours 28 February 2014 Update revealed by their Risk Price. You want to keep your money and obtain a hopeful return above the rate of inflation. Our “likeable” stocks portfolios while being risk averse demonstrate this. That is indeed why they are likeable. 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. By reinvesting cash to capital the portfolio grows in value through the long term while always remaining "as good as cash" being liquid when a time comes as you need it as cash from running an income portfolio. Throughout the year volatility as the big-guy institutional portfolio managers abused your massive holdings they claim in your name on news and gossip they make-up. Confused response of 50 to 100 point swings and round-abouts day after day on “surprising” news on QE, even as Q4 reports 3.2% GDP growth, even better than Q2 2.5% GDP. The Artful Dodgers’ baseless gambling with your money always pays themselves first, for their “reasons” that do not help you. Their rumours ping-ponged as they did not read or connect dots that, “Quantitative Easing will continue until 6.5% unemployment is obtained.” Cash on balance sheets will eventually need to be allocated to new demand and jobs in the real economy as consumers spend and demand. Despite long evident strong real growth capitalization in jobs creation by innovation stalled, along with political leadership overwrought on fugitive tales from their dog-walkers. The market mavens pushed ahead levels floated on Quantitative Eating. Taper-talk fear was just hot-air, market making newspeak, volatility tales wagging dogs. They follow gossip. Convictions they have, and plenty more are now finally pending, but no reasons can they offer, and no help for you comes from them. Our new fundamentals of firms managing debt structure remain, proven. Our very reasonable “likeables” in NYSE have lead to 94.69% gains on 15 months, 30.07% on TSX. We call that proof! Cash must be engaged in effective business processes that it can gain value so expand your portfolio. With a little new savings you have earned and set aside you might have added, to your portfolio as we showed the end of August. That will have gained 27.93% for you on NYSE, 11.45% on TSX for these four months, ready for riding through more waves from comic behaviours in politics infused market gossip. Tapering will ease into regaining employment. Demand grows economies, that is the means to easing debt. Cash is powerful only when it is engaged in business processes creating value, adding more wealth. Cash must be invested as capital to hold and grow value building wealth. Let others chase the gamblers’ risk/reward model that rarely works. Our view is risk averse. Less risk for more reward sounds strange but “likeables” prove works. Our charity shares our proprietary information to small investors. But you can be charitable. Consider paying-forward our charity by donating our usual fee to social charity for good works. In the meantime enjoy our charity in public service providing BookBuilderTM portfolios, because we can. Use our proprietary “likeables” information for the small investor to stand up and save your own bacon. Set the $topLosses and get on with earning income from your business you know best. Page 2 of 7 February 2014 © Copyright StockTakers Limited, All Rights Reserved. Copying Prohibited. The author does not provide investment advice. In order to use reproduce or convey the material herein, in any way, written agreement must be obtained from the author or its agent Architypes Inc. StockTakers Limited is an Alberta corporation providing information on “likeables” equities. StockTakers Limited encourages your seeking tax law advisor for capital gains tax dispositions.
  3. 3. “ Defending Your Capital BookBuilder™ is about Simply Keeping It, Yours 28 February 2014 Update BookBuilderTM Portfolios Update List – 28 February 2014 NYSE BookBuilderTM "likeables" Firms Boston Scientific Corp Hudson City Bancorp Inc ($topLoss sold 03feb14) Huntington Bancshares Inc ($topLoss sold 03feb14) LSI Corp Micron Technology Inc Mitsubishi UFJ Financial Group Inc ($topLoss sold 24may) MGIC Investment Corporation Office Depot Inc ($topLoss sold 6jan14) Regions Financial Corp ($topLoss sold 03feb14) Sprint Nextel Sirius XM Radio Inc. ($topLoss setting on 10Q-3) Market Price Symbol Stop/Loss SF (Risk Price) BSX HCBK HBAN LSI MU MTU 8.96 MTG ODP 10.00 RF S 3.61 SIRI $7 $8 $6 $6 $11 $7 $5 $4 $6 $5 $2 $12 $9 $9 $10 $19 $6 $7 $4 $10 $8 $3 10.52 FIATY $6 $9 $4 $3 13.1 9.00 9.00 11.09 24.19 Buy-ins 31Jul2013 Fiat SPA ADR Buy-ins 31jan2014 Zynga Incorporated Current Portfolio Value *100 Shares (incl. 5.06 ZNGA:US 10630.00 /5460.00 Dividends) 28 February 2014 / 30 November 2012 Net Cash Forward * 100 (after buy-ins 31jan2014) Net Cash * 100 (after $toploss sale) Net Current Cash for Buy-ins *100 shares Buy-ins 28feb2014 *100 shares each AK Steel Holding Corp Carrefour SA ADR LM Ericsson Telephone Company Net Cash Forward * 100 (after buy-ins 28feb2014) Current Portfolio Value *100 Shares (incl. Gain 15.0 months 94.69% 121.00 2800.00 2921.00 6.21 AKS:US 7.31 CRRFY:US 12.91 ERIC:US $7 $5 $6 $7 $11 $11 278.00 10630.00 /5460.00 Dividends) 28 February 2014 / 30 November 2012 Gain 15.0 months 94.69% Footnote: Stop-loss settings intend to defend capital from unusual negative market volatility as in case of such irrational market mavens’ pressures of late January and early February. Irrationally volatile swing occurred as the prices sharply rebounded without regard for reason. New highs were recorded in the next week showing a 6% swing in days. Capital was defended as intended but you must now rebuild the portfolio with replacement buy-ins as shown above. If you did not pay for the stop-loss positions you took the risk but can carry-on, all rebounded above their Risk Price and $topLoss. BookBuilderTM 2012 without Stop Loss Rebounded (thankfully, this time): Page 3 of 7 February 2014 © 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.
  4. 4. “ Defending Your Capital BookBuilder™ is about Simply Keeping It, Yours 28 February 2014 Update BookBuilderTM 2012 TSX Current Value 444942.00 / 44403.00 28 February 2014 / 30 November 2012 Gain 15.0 months 97.75% New NYSE “Likeables” (to replace $topLoss sold) (Pending Need for Change or investing new Savings) Bank o f America Boulder Brands Incorporated Boyd Gaming Corp Logitech International S.A. Marvell Technology Group Ltd. New 2013 Portfolio Buyins *100 shares 16.53 15.04 11.62 15.84 15.29 BAC BDBD:US BYD $11 $11 $10 $15 $13 $9 LOGI $8 $12 $12 $13 MRVL:US 5533.00 /4397.00 (including dividends) 31 January 2014 /31 August 2013 JetBlue Airways Corporation (DJTrans) Compuware Corp ($topLoss sold 629an14) Genworth Financial Inc Lloyds BankingGroup PLC ADS OfficeMax Incorporated (Bought by ODP) Gain 3.0 months 25.84% 8.83 JBLU CPWR 15.54 GNW:US 5.59 LYG:US OMX:US $7 $10 $12 $4 $8 $10 $14 $5 8.00 ELY 6.82 IDIX:US $7 $8 $5 $5 Buy-ins 30nov2013 Callaway Golf Co ($topLoss sold 13feb14) Idenix Pharmaceuticals Incorporated Buy-ins 31jan2014 Viskase Companies Incorporated ZTE Corporation ADR (H Shares) BookBuidersTM 2013 NYSE Portfolio 8.1 VKSC:US 4.28 ZTCOY:US 5759.00 /4397.00 (including dividends) 28 February 2014/ 31 August 2013 Net Cash * 100 (after buy-ins 31jan2014) Net Cash * 100 (after $toploss sale) Net Current Cash * Buy-ins 28feb2014 *100 shares each $4 $6 $4 $3 Gain 6.0 months 30.98% 13.00 800.00 813.00 Atmel Corporation 8.06 ATML:US Net Cash * 100 (after buy-ins 31jan2014) 7.00 BookBuidersTM 2013 NYSE Portfolio 5759.00 /4397.00 (including dividends) 28 February 2014/ 31 August 2013 $8 Gain 6.0 months $8 30.98% Footnote: Stop-loss settings intend to defend capital from unusual negative market volatility as in case of such irrational market mavens’ pressures of late January and early February. Irrationally volatile swing occurred Page 4 of 7 February 2014 © 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.
  5. 5. “ Defending Your Capital BookBuilder™ is about Simply Keeping It, Yours 28 February 2014 Update as the prices sharply rebounded without regard for reason. New highs were recorded in the next week showing a 4% swing in days. Capital was defended as intended but you must now rebuild the portfolio with replacement buy-ins as shown above. If you did not pay for the stop-loss positions you took the risk but can carry-on, all rebounded above their Risk Price and $topLoss. BookBuilderTM 2013 without Stop Loss Rebounded (thankfully, this time): Gain 6.0 5801.00 /4397.00 31.93% BookBuidersTM 2013 NYSE Portfolio months (including dividends) 28 February 2014/ 31 August 2013 Engage “Likeables” and save your own bacon. Equities that tend to hold their value and gain are better than cash. We like risk aversion, Capital Safety and Liquidity because we have proven that works, obtaining both low risk and high gain. For small savings it is needful but arbitrary you feed at the low price-point end of "likeables" found in the market. Those “likeables” fitting criteria for small investors are already in use in the BookBuildersTM. 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 (instead of stop-loss as so many “likeables” rebound as this month has shown), 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. Risk Price is what investors need to know. Our proprietary “likeables” information allows small investors to save your own bacon. TSX 2012 BookBuilder TM “Likeables” Portfolio (30 November 2012) Algonquin Power & Utilities Corp (Stoploss 020jun) Canexus Corporation (StopLoss sold 08aug13) Denison Mines Corp. (N*rise sell 31dec13) Enerflex Ltd. Manitok Energy Inc. (N*rise sell 31dec13) Maxim Power Corp (StopLoss sold 27jun13) Martinrea International Inc ($9 $topLoss 25nov13) Precision Drilling Corporation Superior Plus Corp. (N* decline sold 30sep13) Trinidad Drilling Ltd. Market Price Symbol SF Stop/Loss (Risk Price) AQN CUS DML 15.79 EFX MEI MXG MRE 12.19 PD SPB 11.09 TDG $6 $7 $1 $12 $3 $3 $8 $9 $13 $7 $7 $5 $1 $14 $2 $3 $7 $9 $11 $9 9.00 BCB $8 $8 7.00 AC.B.TO $2 $7 4.09 BLD $1 $2 Buy-ins 31Jul2013 Cott Corporation Buy-ins 31Aug2013 Air Canada (StopLoss sold 12feb14) Buy-ins 30Sep2013 Ballard Power Systems Incorporated Page 5 of 7 February 2014 © 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.
  6. 6. “ Defending Your Capital BookBuilder™ is about Simply Keeping It, Yours 28 February 2014 Update Maxim Power Corp Savanna Energy Services Corp. 2.83 MXG 8.11 SVY $3 $7 $3 $8 BBD.B 11.02 NDN $4 $8 $4 $9 $4 $3 Buy-ins 30nov2013 *100 shares each Bombardier Inc. (N*drop sell 31dec13) Nordion Inc. Buy-ins 31dec2013 *100 shares each Chorus Aviation Inc. 3.89 TSX 2012 BookBuilder TM Portfolio Value (including dividends) 28 Febryary 2014) / 30 November 2012 Net Cash * 100 (after sale of buy-in 31dec13) Net Cash * 100 (after 12feb14 stoploss sale of HBC) Net Cash for Buy-ins *100 shares Buy-ins 28feb2014 *100 shares each Algonquin Power & Utilities Corp. Net Current Cash after 28feb14 Buy-ins *100 shares CHR.B 8736.00 /6391.00 Gain 15.0 months 30.07 % 65.00 700.00 765.00 7.15 AQN $6 $7 50.00 TSX 2012 BookBuilder TM Portfolio Value (including dividends) 28 Febryary 2014) / 30 November 2012 8736.00 /6391.00 New TSX 2013 Portfolio Buyins *100 shares Gain 15.0 months 6282.00 30.07 % 31 August 2013 CAE Inc. CML HealthCare Inc. (Bought by LifeLabs) Celestica Inc. Hudsons Bay Company ($topLoss 27dec) Leon's Furniture Limited 14.11 CAE:TO CLC.TO 11.05 CLS.TO HBC.TO 14.92 LNF.TO $9 $9 $9 $17 $12 $13 $9 $10 $16 $14 4.04 ANS 3.00 CS 2.33 WEF $3 $3 $1 $4 $3 $2 7.29 AQN 4.28 BNK 8.24 NVA $6 $4 $7 $7 $4 $7 Buy-ins 30nov2013 *100 shares each Ainsworth Lumber Company Limited Capstone Mining Corp. (StopLoss sold 29jan14) Western Forest Products Incorporated Buy-ins 31jan2014 *100 shares each Algonquin Power & Utilities Corp. Bankers Petroleum Ltd. NuVista Energy Ltd. New TSX 2013 BookBuilder TM Portfolio 28 February 2014 / 31 August 2013 Net Current Cash after 31jan2014 Buy-ins *100 shares Net Cash * 100 (after 31dec2013 sale of HBC) Page 6 of 7 7285.00 /6282.00 65.00 300.00 February 2014 © 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. Gain 6.0 months 15.97%
  7. 7. Defending Your Capital BookBuilder™ is about Simply Keeping It, Yours 28 February 2014 Update “ Net Cash for Buy-ins *100 shares Buy-ins 28feb2014 *100 shares each Denison Mines Corp. Net Current Cash after 365.00 1.82 DML 30nov2013 Buy-ins *100 shares New TSX 2013 BookBuilder TM Portfolio $1 $1 65.00 7285.00 /6282.00 28 February 2014 / 31 August 2013 Gain 6.0 months 15.97% (Pending Need for Change or investing new Savings) Advantage Oil & Gas Ltd. 4.55 AAV $4 $4 Acadian Timber Corporation $10 $11 13.98 ADN Enerplus Corporation $17 $18 21.93 ERF Gran Tierra Energy Incorporated $7 $7 7.89 GTE Resolute Forest Products Inc $13 $18 22.78 RFP Vigilance while these below are nearing but still trading below Risk Price and not yet “likeables” so are still not risk averse buy-ins. Manitok Energy Inc $3 $2 2.46 MEI Talisman Energy Inc. $12 $12 11.4 TLM Tembec Incorporated TMB $3 $3 2.76 Engage “likeables” and save your own bacon. Our reasons for having any equity in our portfolios are clear, concise and consistent, “likeables” are equities shown valued by market investors, 2 of 3 tending to gain, as investor prefernces hold the stock at prices above the Risk Price. “AlphaSmartTM gains, Capital Safety and Liquidity” are consequences we obtain through risk aversion that our Risk Price enables. That is 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 Page 7 of 7 351 Chemin Boulanger Sutton, PQ J0E 2K0 450 538-1270 February 2014 © 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.

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