StockTakers Capital TaxCharityTM 15mar2014.
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StockTakers Capital TaxCharityTM 15mar2014.

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StockTakers 6 months NYSE 24.67% gain, TSX 20.41%, proves our method trumps myth

StockTakers 6 months NYSE 24.67% gain, TSX 20.41%, proves our method trumps myth

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StockTakers Capital TaxCharityTM 15mar2014. StockTakers Capital TaxCharityTM 15mar2014. Document Transcript

  • “ Page 1 of 8 March 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. Defend Your Capital, TaxCharityTM Update–15 March 2014 Equities trading above our benchmark Risk Price (SF) are those liked by investors, as two of three continue to price rise due to investors’ preference. These equities we call “likeables.” They are revealed by their rise above Risk Price, our 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 balance sheets. Equities that tend to hold their value and gain are better than cash. Risk Aversion, Capital Safety and Liquidity in ‘likeables’ we prove works for you. This past year US markets have rebounded particularly well fed on Quantitative Eating courtesy of the Federal Reserve. This month market mavens got ‘surprised’ again. Consumers are demanding, firms are not reversing their balance sheets. Our public TaxCharityTM and BookBuilderTM portfolios show better using our new theory of the firm. We seek sophisticated investors to advance the impact of what we have proven. Meanwhile enjoy our charity to small investors, because we can. The larger your “likeables” portfolio 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. See our articles StockTakers’ 2012Q1 bite on DJI. and The Counter Culture: Case for a Can Opener1 . Our work stands on giants, insights of three very different laureates. Our “likeables” behaviour is proof. That proven behaviour fund managers like CPPIB refuse to understand. Politicians demand you must trust to invest even double in their proven failure. There is proof Wall Street does not understand our “likeables” behaviour as hedge funds fail to deliver . On gossip hem and haw the markets bounced and yawed with all the boats. Quantitative Eating treacle-down capitalizes US markets - not yet consumer demand driven economy getting-on with their lives. The 2012 TSX “likeables” made 34.30% gain in 15.5 months still trending above our average IRR. The vibrant NYSE 2012 “likeables” portfolio has gained far above average 44.74%. More proof is found in 6.0 month gain of 24.67% in the 2013 ‘likeables’ NYSE portfolio, a mere 20.41% on less vibrant TSX. What is essential is that you hold a full complement of at least eight or preferably more “likeables” in your portfolios at any time (preferably in equal blocks of 100 share multiples for 'collaring options' as exit strategy to maximize gains, most often continuing to hold through volatility and earning more gains). Tendency of ‘likeables’ for gain is not the same as pin-the-point on the mule most seek. Let others chase the gamblers’ risk/reward model. Good reason shows that rarely works. Tax charity limits for 2013 income sheltering were used to set these portfolios. Americans looked to sheltering $17,800.00 in 2013 depending on various factors in their tax code. Best have tax specialist involved. Canadians could shelter $23,820.00 of their income in 2013. Extending our proprietary information as charity to suit small investors’ needs our BookBuilderTM invests in your children’s education TaxCharityTM your retirement and income needs, because we can, so you can. "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 8 March 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. Defend Your Capital, TaxCharityTM Update–15 March 2014 TaxCharityTM Portfolios Update List – 15 February 2014 NYSE Value 17K Firms 2012 limits Market Price Symbol SF (Risk Price) Stop/Loss American Capital Ltd $topLoss sold 11feb14 ACAS:US $10 $15 Convergys Corp $topLoss sold 18apr CVG:US $14 $18 First Horizon National Corp StopLoss sold 15apr FHN:US $9 $11 Ford Motor Co. $topLoss sold 31jan13 F:US $14 $14 Hercules Offshore Inc StopLoss sold 09dec HERO:US $4 $4 Host Hotels & Resorts Inc HST:US $14 $18 Huntington Bancshares Inc $topLoss sold 17apr HBAN:US $6 $8 Interpublic Group of Cos 17.1 IPG:US $11 $16 KeyCorp 13.79 KEY:US $9 $12 LSI Corp $topLoss sold 22apr LSI:US $6 $10 Manitowoc Company StopLoss sold 15apr MTW:US $12 $27 MBIA Inc MBI:US $8 $11 Regions Financial Corp 10.63 RF:US $6 $9 Sprint Nextel StopLoss sold 09oct S:US $5 $7 Teradyne Inc $topLoss Apr 5, 2013 TER:US $14 $19 (Buy-ins 30apr13) Boston Scientific Corp 13.01 BSX:US $7 $11 Goodyear Tire & Rubber Company 27.29 GT:US $18 $23 Hudson City Bancorp Inc $topLoss sold 23sep13 HCBK:US $8 $9 JDS Uniphase Corp $topLoss sold 15aug JDSU:US $14 $12 New York Times Company CL A 16.53 NYT:US $8 $13 Spectra Energy Corp $topLoss sold 15Aug SE:US $27 $35 (Buy-ins 30jun13) Compuware Corp 10.35 CPWR:US $10 $10 MGIC Investment Corporation 8.52 MTG:US $5 $7 (Buy-ins 30jun13) Lloyds BankingGroup PLC ADS 5.27 LYG:US $4 $5 OfficeMax Incorporated (Bought by ODP-05nov2013) OMX:US Donnelley RR & Sons Company $topLoss sold 18sep13 RRD:US $15 $15 Sapient Corp $topLoss sold 04feb13 SAPE $13 $15 (Buy-ins 30jsep13) Allianz SE 16.76 AZSEY:OTC $15 $14 (Buy-ins 15jan14) LM Ericsson Telephone Company 12.69 ERIC:US $11 $12 International Game Technology $topLoss sold 24jan13 IGT $16 $13
  • “ Page 3 of 8 March 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. Defend Your Capital, TaxCharityTM Update–15 March 2014 (Buy-ins 15feb14) Oracle Corp. 37.6 ORCL:US $34 $36 Westmoreland Coal Company 23.52 WLB:US $12 $19 Current 2012 Portfolio Value 15 March 2014 (including dividends) / 01 December 2012 22021.00 / 15214.00 Gain 15.5 months 44.74% Current Cash Forward after Buy-ins *100 shares (15feb14) 208.00 Current 2012 Portfolio Value 15 March 2014 (including dividends) / 01 December 2012 22021.00 / 15214.00 Gain 15.5 months 44.74% (Pending Need for Change or investing new Savings) ABB Ltd. ADS 24.61 ABB:US $23 $23 AK Steel Holding Corp 6.15 AKS:US $7 $5 Advanced Micro Devices Inc 3.85 AMD:US $4 $3 Barnes Group Incorporated 38.44 B:US $24 $36 Joy Global Incorporated 55.75 JOY:US $54 $52 Monster Worldwide Inc 7.87 MWW:US $7 $7 Twitter Incorporated 51.92 TWTR:US $44 $48 Westpac Banking Corp. ADS 30.29 WBK:US $28 $22 USA ROTH/IRA 2013 limit 17800.00 Buy-ins 15sepl2013 *100 shares each AMN Healthcare Services Incorporated 13.77 AHS:US $10 $12 Booz Allen Hamilton Incorporated $top-Loss 06nov BAH:US $16 $17 Ciena Corp 23.79 CIEN:US $19 $23 First Horizon National Corp $topLoss sold 08oct13 FHN:US $9 $11 Genworth Financial Inc 16.62 GNW:US $12 $13 Krispy Kreme Doughnuts Inc. $topLoss sold 03dec13 KKD:US $11 $15 US Airways Group Incorporated 36.34 AAL/LCC:US $12 $19 Lousinana-Pacific Corporation 16.97 LPX:US $13 $15 Pandora Media Incorporated 35.44 P:US $24 $31 Radian Group Incorporated 15.29 RDN:US $7 $14 (Buy-ins 15nov13) Hillshire Brands Company 37.17 HSH:US $30 $35 Buy-ins 15Jjan2014 *100 shares each E Trade Financial Corp 23.49 ETFC:US $13 $19 USA ROTH/IRA 2013 Portfolio 15 March 2014 (including dividends) / 15 September 22191.60 / 17800.00 Gain6.0 months 24.67% Net Cash Forward after Buy-ins *100 shares (ETFC) 193.00
  • “ Page 4 of 8 March 2014 © Copyright StockTakers Limited, All Rights Reserved. Copying Prohibited. The author does not provide investment advice. In order to use reproduce or convey the material herein, in any way, written agreement must be obtained from the author or its agent Architypes Inc. StockTakers Limited is an Alberta corporation providing information on “likeables” equities. StockTakers Limited encourages your seeking tax law advisor for capital gains tax dispositions. Defend Your Capital, TaxCharityTM Update–15 March 2014 USA ROTH/IRA 2013 Portfolio 15 March 2014 (including dividends) / 15 September 22191.60 / 17800.00 Gain6.0 months 24.67% Engage “Likeables” and save your own bacon. Because we can, you can Equities that tend to hold their value and gain are better than cash. We like Capital Safety and Liquidity because we have proven our risk aversion works, consistently obtaining both low risk and AlphaSmartTM high gain. Our Risk Price is what investors must know to defend their capital. We are extending a small part of our proprietary information as charity to suit small investors’ needs for their small portfolios, our BookBuilderTM supports your investing in your children’s education, TaxCharityTM your retirement and income needs, because we can, you can. TaxCharityTM TSX Portfolios Update List – 15 January 2014 TSX Value 22K Firms 2012 Limits Market Price Symbol SF (Risk Price) Stop/Loss Aimia Inc ($topLoss sold 27feb ) 18.00 AIM $12 $18 Algonquin Power & Utilities Corp.$topLoss AQN $6 $7 CAE Inc. ($top-loss sold 26mar) CAE $9 $14 Cott Corporation ($top-loss sold 01may) BCB $8 $8 Canfor Corporation 29.67 CFP $13 $27 Chartwell Seniors Housing Real Est. Investment Trust CSH.UN $7 $10 Canexus Corporation CUS $7 $5 Denison Mines Corp. ($N* sold 15nov) DML $1 $1 Dundee Precious Metals Inc. ($top-loss sold12apr) DPM $12 $4 Enerflex Ltd. 15.47 EFX $12 $15 Great Canadian Gaming Corp 13.73 GC $9 $12 Heroux-Devtek Inc ($N* sold 04mar) HRX $8 $10 Dominion (Harry Winston) Diamond Corporation DDC $17 $15 Manitok Energy Inc 2.72 MEI $3 $2 Maple Leaf Foods Inc. 15.39 MFI $12 $14 Martinrea International Inc ($top-loss sold 20sep) MRE $8 $8 New Gold Inc. ($N* sold 04mar) NGD $13 $6 Jean Coutu Group (PJC) Inc. 20.55 PJC.A $15 $19 Pason Systems Inc. 27.28 PSI $16 $24 Trinidad Drilling Ltd. TDG $7 $10 Yamana Gold Inc. ($top-loss sold 12apr) YRI $16 $10 ARC Resources Ltd. 29.27 ARX $28 $28 Ensign Energy Services Inc. 17.55 ESI $17 $17 Precision Drilling Corporation 11.44 PD $9 $11
  • “ Page 5 of 8 March 2014 © Copyright StockTakers Limited, All Rights Reserved. Copying Prohibited. The author does not provide investment advice. In order to use reproduce or convey the material herein, in any way, written agreement must be obtained from the author or its agent Architypes Inc. StockTakers Limited is an Alberta corporation providing information on “likeables” equities. StockTakers Limited encourages your seeking tax law advisor for capital gains tax dispositions. Defend Your Capital, TaxCharityTM Update–15 March 2014 NuVista Energy Ltd. ($top-loss sold 20sep) NVA $7 $8 Air Canada 6.00 AC.B $2 $4 Hudsons Bay Company 17.00 HBC $19 $15 Leon's Furniture Limited 15.81 LNF $12 $14 Buy-ins 30sep2013 *100 shares each Ballard Power Systems Incorporated 2.68 BLD $1 $2 Buy-ins 15nov2013 *100 shares each Ainsworth Lumber Company Limited 4.04 ANS $3 $4 Buy-ins 15dec2013 *100 shares each Acadian Timber Corporation 13.50 ADN $10 $13 Buy-ins 15feb2014 *100 shares each First Quantum Minerals Ltd. (N* sold 14mar) 18.77 FM $20 $20 TSX 2012 Portfolio Value 15 March 2014 (including dividends) / 01 December 2012 26482.00 / 20235.00 Gain 15.5 months 34.30% Net Cash Carried after *100 shares Buy-ins 15feb2014 197.00 Net Cash * after 100 shares AIM. FM stoplost 3677.00 Current Cash 3874.00 Buy-ins 15mar2014 *100 shares each Progressive Waste Solutions Ltd. 27.63 BIN $24 $26 Pengrowth Energy Corporation 6.78 PGF $5 $6 Net Cash Carried after *100 shares Buy-ins 15mar2014 433.00 TSX 2012 Portfolio Value 15 March 2014 (including dividends) / 01 December 2012 26482.00 / 20235.00 Gain 15.5 months 34.30% (Pending Need for Change or investing new Savings) Shoppers Drug Mart Corporation 60.22 SC $48 $54 AltaGas Ltd. 43.95 ALA $40 $40 Black Diamond Group Limited 32.61 BDI $24 $27 Canadian Energy Services & Technology Corp 27.75 CEU $20 $22 Extendicare Incorporated 6.84 EXE $7 $6 Superior Plus Corp. 12.01 SPB $9 $11 Canadian 2013 RRSP limit 23820.00 Buy-ins 15sep2013 *100 shares each Catamaran Corporation ($top-loss sold 18sep) CCT $58 $54 CML HealthCare Inc. (Bought by LifeLabs 01oct13) CLC Celestica Inc. 10.82 CLS $9 $9 Hudsons Bay Company $top-loss seold 23jan HBC $17 $16 Home Capital Group Inc. 86.8 HCG $60 $76
  • “ Page 6 of 8 March 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. Defend Your Capital, TaxCharityTM Update–15 March 2014 Franco-Nevada Corporation 58.43 FNV $47 $52 Gluskin Sheff & Associates Inc ($N* sold 15nov) GS $29 $26 Buy-ins 15oct2013 *100 shares each Calfrac Well Services Ltd. 34.83 CFW $30 $30 Pacific Rubiales Energy Corp. N* $top-loss sell 15feb PRE $24 $13 Buy-ins 15nov2013 *100 shares each Aecon Group Inc. 16.70 ARE $13 $14 Nordion Inc. 11.47 NDN $8 $10 Buy-ins 15dec2013 *100 shares each Resolute Forest Products Inc 21.47 RFP $13 $20 Buy-ins 15feb2014 *100 shares each Acadian Timber Corporation 13.45 ADN $10 $13 Altius Minerals Corp. (stopLost 10mar) 14.00 ALS $9 $14 ATS Automation Tooling Systems Inc. 14.71 ATA $10 $13 2013 TSX Portfolio Value 15 March 2014 (including dividends) / 15 September 2013 28681.00 / 23820.00 Gain 6.0 months 20.41% Net Cash Carried after *100 shares Buy-ins 15feb2014 255.00 Net Cash on ALS sales *100 shares 1400.00 Current Cash 1655.00 Buy-ins 15mar2014 *100 shares each Transcontinental Inc. 14.82 TCL.A $15 $13 Net Cash Carried after *100 shares Buy-ins 15feb2014 173.00 2013 TSX Portfolio Value 15 March 2014 (including dividends) / 15 September 2013 28681.00 / 23820.00 Gain 6.0 months 20.41% Engage in “likeables” save your own bacon. Because we can, you can Equities that tend to hold their value and gain are better than cash. We like Risk Aversion, Capital Safety and Liquidity by investing in “likeables” because we have proven that works, consistently obtaining both low risk and high gain. Market behaviour prefers the “likeables” trading above Risk Price and bids up their price. The conventional investment industry cannot prove any of their assumptions underlying their supposed methods they sell you as if their “expertise”. It is just their mysticism2 as circular logic is a spinning topic. Any tautology is just repetition until it appears to be logical. As we have shown, luck is all that they trade in, 1.03 to 1 is just a coin-toss. Lies told often enough are expedient and can even become politically correct. They really are just rolling dice and tossing cards when not
  • “ Page 7 of 8 March 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. Defend Your Capital, TaxCharityTM Update–15 March 2014 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. What is the alternative to those Artful Dodgers so busy just blowing bubbles3 with cash from your wallet lost in their raging volatility? We are for the small investor. We shun the likely rude wealth takers among corporate fiction doppelgängers under management that are not “likeables” because we can reasonably identify those and shun them. They are overvalued, more price gossip driven than there is demand for them. Our investment method is proven by long term portfolios gains BookBuilder™ and TaxCharityTM portfolios are of just our lowest cost "likeables" our methods identify. It is our proprietary information is given freely in charity to enable small investors to keep their savings growing into their wealth. Our method is proven. Because we can, you can4 . In our Modal Geometry5 theory of the firm we make only two assumptions, clearly as follows: 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 by rigourous observation of corporate ledgers relation to balance sheets as business process6 adds value. That is aided with logic, epistemology, and some powerful mathematics. You have proof in these TaxCharityTM portfolios performances. Our reasons for having any equity in our portfolios are clear, concise and consistent. “likeables” tendency demonstrates 2 of 3 “likeables” gaining for the long term. This we show proof positive, in our TaxCharityTM and BookBuilderTM portfolios continued gain. We extend our proprietary information to small investors. Because we can, you 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
  • “ Page 8 of 8 March 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. Defend Your Capital, TaxCharityTM Update–15 March 2014 1 http://www.slideshare.net/HansGoetze/the-case-for-the-can-opener-edufeb12 2 http://riskwerk.com/2014/03/07/pi-sanctification/ 3 http://riskwerk.com/2013/10/14/asset-bubbles-day-october-14-2013/ 4 http://www.slideshare.net/HansGoetze/the-grail-and-the-goat-portfolios 5 “The Modal Geometry of the Firm and the Balance Sheet Worth of the Trading Connections”, 2006, unpublished but available from the author. 6 http://riskwerk.com/2014/03/15/pi-the-process/