TaxCharityTM 15sep2015

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Page 1 of 16 September2015 © 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, from Dick Turpin - TaxCharityTM
Update
15 September 2015
Equities trading above our benchmark Risk Price (SF) are those investors ‘like’, as two of three
price rise due to investors’ preference. We call these equities “likeables.” They are revealed by their
rise above Risk Price, our metric that investors must know to defend their capital1
.
Cash must be engaged in business ideas with valiant balance sheets or it loses value. That is simple
fact. For small savings it is needful but arbitrary your portfolio feeds at the low price end of
"likeables" as 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.
Economies grow because they achieve our intended function of adding value. It is timeless fact
economic theory conventions do not grasp. That timeless process we all engage in, some achieve
more than others but all the same, what surrounds us is our legacy, our cultural added value. What
value we add, we trade in. That process is the root of our economic life in society, whether we
carve red deer antler into shamanic tribal totems; take muck and straw to make adobe cities; clay to
make bricks and build Hagia Sofia; quartz to make jewels and watches; lithium oil and silicone to
make cellphones; or mould nano-fibre carbons into plane wings, that process and how we engage in
it is our business as society. Corporations are the form that allows engaging in what we can grasp.
Society should not seek equilibriums (biologic death, or precedent to the Big Bang) but seek new
disruptions, new mistakes, and make new innovations. To achieve those feats we trade and gain,
make sweat and grant credit in such ventures. Business is a social process we think merits the worth
of our engagement, our investment of cash sweat and treasure. All business process needs credit to
flow through it, though most can only see the cash and account alone that flow. That is all they can
see to measure. How credit flows through companies makes patterns2
, as sun storms make auroras,
or blood pressure allows neural patterns. Cash is one liquidity all business uses, of many ‘credits’.
The Financial Industry is near a third of all modern nations GDP as
measured by economics convention wizards. Does the Financial
Industry add that much value to the real economy by their means to
cash liquidity business processes need? It is an ‘industry’ that takes
more value than it makes. Their designate tolls on its road to
liquidity are greater than value added. Their swagger and panache as
Dick Turpin or Claude Duval covers their ill-mannered reach as they
and their henchmen plow your purse to plunder, taking as is they
please. How is your nest egg investment in their retirement plan schemes doing in their hands?
They will retire early, while you like the rest call the police to the scene of their cold crime. Do not
give them your wallet for ill-conceived bombast schemes they propound for their aggrandisements.
That goes all the way to the top executives whose ethics are at least, "If you ain't cheating, you ain't
trying." In the case of LIBOR as much as $6.25 Trn has been skimmed. Is it “to hard to tell” Loretta
"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

“
Update
15 September 2015
Lynch? Try the back of an envelope, 0.001% shift on $5 Trn per day in that market for five years,
$6.25 Trn. To the five banks fined $5.0 billion and firing as goats a few associates with zero
authority is the cost of doing such business. So no further examinations are deemed necessary? The
fine is 0.0008% of their $6.25 Trn taken from us. Those ‘goats’ severed will be without bonus or
benefit which will fall to the executives. Too big to fail, too big to jail3
, no matter how egregious
the scene of their crimes they will pump the public’s purse on SEC waivers from prosecution.
Our public TaxCharityTM
and BookBuilderTM
portfolios continue unusual gain on our new theory of
the firm. We seek accredited 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
proven through the two recessions of these past 13 years. See our articles StockTakers’ 2012Q1
bite on DJI4
. and The Counter Culture: Case for a Can Opener5
. Our work stands on giants,
insights of three very different laureates, more, on evidence. Our “likeables”portfolios are proof.
What proof does convention offer? Right that is an oxymoron6
. Convention is flat-landers in a
global reality. Fund managers as financial advisors are just used equities sellers who never kick the
tires or check the fluids, because they do not know better. Capital Appreciation Raiders, CAR
sellers of financial products modelled for their unworthy fee-taking but none left for you. Do not
give those Artful Dodgers your wallet. Engage our “Likeables” and save your own bacon.
Financial industry advisors are schooled selling financial
products to exploit small investor savings for taking their fees.
They are not changing their tools or sharpening those dullards
they have. They took the “regular courses” to be certified in a
self-regulated industry that only deals in their creative fictions.
Seemingly, certification requires intensive study in the key tools
of Rhetoric - Adumbration, Subterfuge, Mystification and
Derogation. Hmm, that sounds familiar.
“I only took the regular courses,” sighed the Mock Turtle.
“What was that?” inquired Alice.
“Reeling and Writhing, of course, to begin with, and then the
different branches of Arithmetic – Ambition, Distraction,
Uglification, and Derision.”
Our work is calculable and provable with no rhetoric asides. We depend on a jargon that is peculiar
to us, having reasons to reject most of what passes for their jargon of “investment analysis“7
and
economics. Not because we don’t know the jargon of economists and financial advisors, but
because we do know their jargon. We know it for what it is, wrong8
, useless9
and harmful10
to all
portfolio investors in the capital markets portfolio managers run. Those Emperors of those markets
have no clothes to hide their jargon for the unprovable delusions those conventions are.

“
Update
15 September 2015
Attacking fracking through world oil-prices OPEC is also in its own “war by other means” on ISIS.
Draghi’s never-tested July 2012 declaration that the ECB would “do whatever it takes” will make
for interesting gossip by the dollar-per-word market mavens. Precedent thinkers paving debate of
euro government bonds11
are likely to hold sway with Draghi relenting to ‘chaque-a-son-gout’
policy, as Swiss allies recently telegraphed in this Greek play. You are on your own devices. We
help, because we can.
Our proven “likeables” behaviour pension funds like CPPIB ignore, as politicians demand you
must trust to double-down in their proven failure. There is proof Wall Street12
does not understand
our “likeables” behaviour as hedge funds fail to deliver. On gossip hem and haw the markets
bounced and yawed with all their boats. Quantitative Eating treacle-down capitalized US markets,
not yet consumers ‘getting-on-with-their-lives’ demand driving the real economy. Volatility has
been wild as Quantitative Eating feast withdrew and gas and oil-bloat heavily impacted the market
mavens` bromide supply. Selective bias is all they are selling as they gamble with your money.
With our charity public portfolios we show real time use of our ‘likeables’ tendency for risk averse
investment. We conceal nothing. All the trading history is retained in these portfolio update reports.
Stoploss settings we give allow the small investor to work on their own using our proprietary
‘likeables’ to build their wealth. We seek accredited investors, as we help the small one.
It is essential you hold a complement of at least eight but preferably more “likeables” as your
portfolio at any time (preferably in equal blocks of 100 share multiples for 'collaring options'13
as
exit strategy we prefer using, for good reason14
). The tendency of ‘likeables’ for gain is not the
same as ‘pin-the-point-on-the-mule’ most seek, or baselessly claim. This is not child’s play. We
prove our method in exceptional gains made in these open public portfolios suiting the small
investor. Let others chase their gamblers’ risk/reward model. Good reason as we show our risk
averse Risk Price driven ‘likeables’ works for Capital Safety, AlphaSmartTM
gains and Liquidity.
The new 2014 portfolios got slammed into autumn market volatility due to the long heralded end of
Quantitative Eating. Stoploss settings held most of your capital safe. Much the same since April as
marketeers know not. They waffled about bonds and wobbled around resources. TSX has suffered
more, but our NYSE portfolios caught some lift. The ‘Grexit’ is just a catchy speculation for an old
story of banking rogue behaviour, the British French Dutch and German banks who imprudently
made cash available to the PIIGS group of dodgy customers, the Euro-zone ‘NINJA-borrowers’.
The resolution of who pays for reckless British French Dutch and German banks loans made
without prudence to Greece in 2007 rekindled high volatility. Austerity never renews economies
from recession. Austerity never renews economies from recession. Those banks were saved
‘haircuts’ in 2010 by ECB and IMF taking over those imprudent loans. The public is always liable
for the ‘Public Liability Corporation’ managers’ failure for lack of business diligence prudence or
ethics. That is the ‘Agency Problem’, the moral hazard that the ‘public’ ends up paying to resolve.
Whose ‘public’ is paying remains the issue after ECB and IMF 2010 bailing of those banks who
had been padding their ‘books’ for taking quick bonuses in 2007 by making imprudent loans to the

“
Update
15 September 2015
PIIGS weaker economies of Europe. That story is not over. China has not centrally managed its
stock markets as it thought it could. Ructions of the plunder economics of the Syrian frontiers will
finally bring fresh innovation into the European economies.
IMF and ECB need to fair that ground and provide the liquidity needed to absorb those refugee
camps into their real economy. Europe has a new boom of hungry mouths and young people with
ambitions, all of whom bow their heads to the God of Abraham, now inside the experiment of
liberal democracy and its reliance on the rule of laws. However, world GDP is growing faster by
double than population, both in the world and in the OECD nations. That is the reality of the real
economy, so economists should not be so glum and hope for quadruple GDP as their supposed
realistic expectation.
The world is still mopping-up the avoidable ‘exogenous’ accidents of 2006-2009 the economist
emperors of financial markets actually created by their very real plunder of real peoples’ capital in
imprudent products. That is their client savings they were entrusted for hopeful returns greater than
inflation as financial marketeers promised. The financial institutions just played Three Card Monte
on client savers as usual and then just gambled which is what their economist models actually do,
the same as a coin-toss. That is whenever they are not actually cheating by rigging interest rate
markets, doubling loan spreads, vaulting insurance premiums, and seeking insider trading deals.
Put your tax refunds to good use, invested in making AlphaSmartTM
, Capital Safe, Liquid, risk
averse, Risk Price driven portfolios you can run for yourself. Our ‘pending’ list is there, helping
you to build your wealth. The deflation from ending Quantitative Eating bloat and the oil glut has
reverted market levels to 2013 and rebounded. The volatility the portfolio managers whitless
delusions crated may carry-on yet again. Our placid stoploss settings have been based on a 52 week
rolling price range less than a standard deviation has worked reasonably well for risk aversion in
markets outside churning of financial industry managers panic driven selling.
Balance sheets did not flip-flop, but portfolio managers did, unrelated to ‘fundamentals’ of value
investing15
. All of the stocks in our public portfolios16
simply rebounded. Most, 18 of 24, can still
be bought back for less than they stopped out three weeks ago even as those regained 20% faster
than the market. Take the bonus. However we do not recommend chasing after a much higher price
of highly volatile zoomers some regaining 400% faster than markets as those are more appropriate
to aggressively vigilant use of collaring options. Price has no mass - gravity like gossip fluctuates.
Tax charity limits for 2014 income sheltering were used to set new portfolios. Americans best have
tax specialist involved, depending on their tax code, regular 401(k): $17,500 in 2014, with an
additional $5,500 catch-up contribution, and up to $52,000 in 2014 for SEP and SOLOs, we used
$23,000. Canadians can shelter $24,270.00 of their income in 2014. Extending our proprietary data
in charity suits small investors’ needs our BookBuilderTM
invests in your children’s education
TaxCharityTM
your retirement and income needs, because we can, so can you.
TaxCharityTM
Portfolios Update List – 15 September 2015

“
Update
15 September 2015
NYSE Value 17K Firms 2012 IRA limit Market
Price
Symbol SF
(Risk Price)
Stop/Loss
See old posts for Buy-ins 01 December 2012 *100 shares each 15214.00
Buy-ins 15mar15 *100 shares each
Boston Scientific Corp. ($16.6 StopLost 21aug15) 16.60 BSX:US 13 16.6
Juniper Networks Inc. ($top-Loss sold 17apr15) JNPR:US 21 26.4
Pulte Group ($20.6 StopLost 23apr15) PHM:US 11 20.6
Radian Group Inc. ($16.7 StopLost 24aug15) 16.70 RDN:US 13 16.7
Zoetis Inc. ($46.2 StopLost 21aug15) 46.20 ZTS 35 41.4
Buy-ins 15apr15 *100 shares each
Aruba Networks Inc. ($24.67 H-P takeover 18may15) ARUN:US
Buy-ins 15may15 *100 shares each
Cisco Systems Inc. ($27.5 $topLost 29jun15) CSCO 22 27.5
G4S PLC UNSP ADR. ($21.9 $topLost 15may15) GFSZY:US 19 22.8
Inteliquent Inc. ($17 stopLoss 07jul15) IQNT 11 17.0
Buy-ins 15jun15 *100 shares each
E Trade Financial Corp. ($27.7 StopLost 19aug15) 27.70 ETFC:US 18 24.4
Media General Inc. CL A ($15.2 $topLoss 05aug15) MEG:US 15 15.0
Buy-ins 15jul15 *100 shares each
Celldex Therapeutics Inc. ($25.8 stoploss 20jul15) CLDX 20 20.3
DR Horton Inc 31.32 DHI:US 24 27.5
Progressive Corp Ohio ($29.1 StopLost 24aug15) 29.10 PGR:US 24 29.1
Buy-ins 15aug15 *100 shares each
Ciena Corp. ($22.9 StopLost 20aug15) 22.9 CIEN:US 17 19.9
Concert Pharma Inc. 19.33 CNCE 14 15.3
Current NYSE 2012 Portfolio Value
15 September 2015 (including dividends) / 01 December 2012
21856.60 / 15214.00 Gain 33.5
months
43.66%
Net Cash Carried after 15aug015 Buy-ins *100 shares 116.00
Net Cash * after 100 shares BSX RDN ZTS ETFC PGR
CIEN sales
15920.00
Current Cash 16036.00
Buy-ins 15sep15 *100 shares each
Alon USA Energy Incorporated 17.53 ALJ:US 12 15.0
Aircastle Limited 21.14 AYR:US 14 22.2
Ciena Corp 22.40 CIEN:US 17 19.9
E Trade Financial Corp 27.67 ETFC:US 18 24.4
OmniVision Technologies Inc 25.57 OVTI:US 20 24.2
Zoetis Incorporated 45.06 ZTS 35 41.4

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Update
15 September 2015
Net Cash Forward after Buy-ins *100 shares 99.00
Cash Dividends earned 98.20
Total Cash Available 197.20
Current NYSE 2012 Portfolio Value
15 September 2015 (including dividends) / 01 December 2012
21856.60 / 15214.00 Gain 33.5
months
43.66%
(Pending Need for Change or investing new Savings)
Alon USA Energy Incorporated 17.53 ALJ:US 12 17.7
Bemis Co Inc 42.14 BMS 40 45.2
CSX Corporation 28.89 CSX 23 34.8
Enanta Pharmaceuticals Incorporated 42.09 ENTA:US 37 46.1
HollyFrontier Corporation 46.62 HFC:US 41 42.8
Vigilance while these below are nearing or still trading below Risk Price are not yet “likeables” so are still
not risk averse buy-ins.
Bloomin' Brands, Inc. 20.41 BLMN 20 20.2
CalMaine Foods Inc. (N*drop in SF from 55) 56.86 CALM 50* 50.0
Cabot Oil & Gas Corp 22.77 COG:US 34 34.1
Xilinx Inc. 43.15 XLNX 45 45.0
USA ROTH/IRA 2013 limit 17800.00
See old posts for Buy-ins 15sepl2013 *100 shares each
WhiteWave Foods Co. ($47.3 stopLoss 19aug15) 47.30 WWAV:US 30 42.6
Frontier Communications Corp. ($6 stopLoss 09oct14) FTR:US 5 5.0
Monster Worldwide Inc. (N* SF drop 05aug14 to $5) MWW:US 6 6.7
Westpac Banking Corp. ADS (N* stoploss $31 15sep14) WBK:US 26 26.1
Magnum Hunter Res. Corp,. ($topLoss sold 05sep14) MHR:US 4 4.5
Polycom Inc. ($topLoss sold 05sep14) PLCM:US 11 11.3
Rite Aid Corp. ($topLoss sold 05sep14) RAD:US 6 8.0
Applied Materials Inc. ($topLoss sold 05sep14) AMAT:US 15 15.9
News Corp. . ($topLoss sold 05sep14) NWSA:US 17 16.6
AMN Healthcare Srvcs Inc. 35.52 AHS 14 29.4
Aircastle Limited ($23.0$topLoss 24jul15) AYR:US 14 23.0
Convergys Corp. ($23.2 $topLoss 06aug15) CVG:US 20 24.7
Corning Inc. ($topLoss sold 25mar15) GLW 21 21.0

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Update
15 September 2015
Juniper Networks Inc. ($topLoss sold 25mar15) JNPR:US 21 26.4
Burberry Group PLC ADR ($26.9 $topLoss 28apr15) BURBY:US 22 22.3
DR Horton Inc. ($25.5 $topLoss 30apr15) DHI:US 24 27.5
Newfield Exploration Co. (N* $topLoss 15may15) NFX:US 31 30.8
NiSource Inc. ($43.9 $topLoss 02jul15 at 2.545:1 split) NI 29 30.0
UBS AG ($20.4 $topLoss 09jul15) UBS:US 17 18.2
Western Union Co. ($21.2 $topLoss 16jun15) WU:US 16 21.2
Roche Holding Limited ADR ($35.6 $topLoss 27jul15) RHHBY:US 28 31.7
Schwab Charles Corp. ($32.3 $topLoss 20aug15) 32.30 SCHW:US 18 32.3
Synchronoss Tech. Inc. ($43.9 $topLoss 27jul15) SNCR 35 46.9
Zurich Insurance Group ADR ($29.7 $topLoss 07aug15) ZURVY:US 25 29.7
CMS Energy Corp. ($34.8 $topLoss 24aug15) 34.80 CMS:US 27 34.8
Cisco Systems Inc. ($27.5 $topLoss 20aug15) 25.98 CSCO 22 27.5
Diamond Foods Inc. ($30.8 $topLoss 20aug15) 30.80 DMND 21 30.8
eBay Inc. ($26.4 $topLoss 21aug15) 26.40 EBAY:US 20 26.4
FLIR Systems Inc. (N* $29.0 $topLoss 31aug15) 28.57 FLIR:US 29 28.5
USA ROTH/IRA 2013 Portfolio 15 September
2015 (including dividends) / 15 September 2013
27180.10 / 17800.00 Gain 24.0
months
52.70%
Net Cash Forward after Buy-ins *100 shares) 87.00
Net Cash * on $toploss CMS CSCO DMND EBAY FLIR
SCHW WWAV *100 shares
19687.00
CMS Energy Corp 32.90 CMS:US 27 34.8
Cisco Systems Inc 25.98 CSCO 22 27.5
eBay Inc. 25.98 EBAY:US 20 26.4
Morgan Stanley 34.58 MS:US 30 36.4
Schwab Charles Corporation 30.82 SCHW:US 18 28.3
WhiteWave Foods Company 45.81 WWAV:US 30 42.6
Net Cash Forward after Buy-ins 15aug15 *100 shares) 115.00
Dividends earned 384.70

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Update
15 September 2015
USA ROTH/IRA 2013 Portfolio 15 August 2015
(including dividends) / 15 September 2013
28323.10 / 17800.00 Gain 23.0
months
59.12%
There are hundreds of interested small savings investors routinely following these charitable posts
of our proprietary Risk Price (SF) information giving $toploss values as guidance for small
investor capital safety, and liquidity hopeful of enjoying the proven tendency 2 of 3 of our
“likeables” earn high AlphaSmart gain in the long term. Keep in mind preference to have at least
eight or more “likeables” equities in your portfolio. Below find our continuing charity with a new
portfolio suiting income or IRA 201417
tax sheltered savings. Because we can, you can too!
2014
23000.00 / 23000.00 Gain 0.0
months
0.00%
See old posts for Buy-ins 15sep2014 *100 shares each
Aruba Networks Inc. ($24.67 H-P takeover 18may15) ARUN:US
Aircastle Limited ($23.0 $topLoss 24jul15) AYR:US 14 22.2
CA Inc. ($31.1 stoploss 08may15) CA:US 27 26.7
Ciena Corp. ($22.9 $topLoss 19aug15) 22.90 CIEN:US 17 19.9
Fortinet Inc. ($22.9 $topLoss 21aug15) 43.80 FTNT:US 21 43.8
Green Plains Inc. ($23.42 N* drop $topLoss 15aug15) GPRE 21 21.3
Masco Corp. (01jul15 1138:1000 split $23.6 N* $topLoss) MAS:US 22 25.7
Federated Investors Inc. ($32.5 $topLoss 07jul15) FII:US 27 32.5
E Trade Financial Corp. ($27.7 $topLoss 19aug15) 27.70 ETFC:US 18 24.4
Maxim Integ. Prods Inc. ($32.3 $topLoss 20aug15) 32.30 MXIM 25 31.3
UBS AG ($21.2 $topLoss 21aug15) 21.20 UBS:US 17 18.9
Buy-ins 15augl2015 *100 shares each
JetBlue Airways Corp. ($21.3 $topLoss 24aug15) 21.30 JBLU 9 21.3
Vector Group Inc. ($23.9 $topLoss 21aug15) 23.90 VGR:US 14 22.1
22601.20 / 23000.00 Gain 12.0
months
-1.73%
Removal of Quantitative Eating and oil and gas bloat made unusual down-side volatility in all
markets in the autumn, in such a ‘sea-change’ near all stoplosses were triggered. Time to recover,
rebuild for gain. The 2014 portfolio had regained more than 2% per month since. Then the
resolution of who pays for reckless British. French. Dutch and German banks loans made without
prudence to Greece in 2007 rekindled high volatility. Austerity never renews economies from
recession. Those banks were saved ‘haircuts’ in 2010 by ECB and IMF taking over those

“
Update
15 September 2015
imprudent loans. The public is always liable for the ‘Public Liability Corporation’ managers’
failure for lack of business diligence, prudence or ethics. That is the ‘Agency Problem’, the moral
hazard that the ‘public’ ends up paying to resolve. Whose ‘public’ is paying remains the issue after
ECB and IMF 2010 bailed out those banks who had been padding their ‘books’ for taking quick
bonuses in 2007 by making imprudent loans to the PIIGS weaker economies of Europe. That story
is not over. Greece now has been given some ‘jubilee’ but not much. China’s princelings made
their booty and now is time the rest of the people pay as infrastructure bonanzas work out. It has
been a rough year of gossip driven volatility overturning modest gains in the real economy.
Net Cash * after sale CIEN FTNT ETFC JBLU MXIM
UBS VGR*100 shares
19310.00
Activision Blizzard Inc. 29.80 ATVI:US 18 24.3
Ciena Corp 22.40 CIEN:US 17 19.9
E Trade Financial Corp 27.67 ETFC:US 18 24.4
H&R Block Inc 35.83 HRB:US 30 32.2
UBS AG 20.13 UBS:US 17 21.2
Unum Group 32.99 UNM:US 22 30.9
Vector Group Incorporated 22.58 VGR:US 14 22.1
22601.20 / 23000.00 Gain 12.0
months
-1.73%
Engage our “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 suiting small investors’
needs for their small portfolios. Our BookBuilderTM
supports your investing in your children’s
education, TaxCharityTM
suits your retirement or income needs, because we can, you can.
TaxCharityTM
TSX Portfolios Update List – 15 September 2015
TSX Value 22K Firms 2012 RRSP Tax
Shelter Limit Used - $20,235.00
Market
Price
Symbol SF
(Risk Price)
Stop/Loss
See old posts for Buy-ins 01 December 2012 *100 shares each

“
Update
15 September 2015
Great Cndn Gmng Corp. ($21.5 StopLoss 05aug15) GC 14 21.8
Alimentation Couche-Tard Inc. 59.98 ATD.B 30 53.3
Canadian Utilities Ltd. (stopLost 25mar15) CU 40 40.1
Calloway REIT. (N* rise stoplost 15may15) CWT.UN 25 30.6
MTY Food Group Inc. ($32.6 stopLost 07may15) MTY 25 28.7
Ritchie Bros Auctioneers Inc. 35.41 RBA 24 34.5
TELUS Corporation ($40.9 stopLost 05may15) T.TO 30 41.6
Alaris Royalty Corp. ($31.6 stopLost 25may15) AD 32 31.6
Element Financial Corp. ($18 stopLost 24aug15) 18.00 EFN 12 16.6
CGI Group ($50.7 stopLost 18jun15) GIB.A 41 50.7
Gildan Activewear Inc. ($38.7 stopLost 24aug15) 38.70 GIL 30 37.8
Intertape Polymer Group Inc. ($17.7 stopLost 12aug15) ITP 15 15.0
MTY Food Group Inc. ($32.6 stopLost 16jun15) MTY 25 34.1
Fortis Inc. ($36.1 StopLost 28jul15) FTS 35 35.0
National Bank of Canada ($45.6 StopLost 20jul15) NA 42 41.9
Progressive Waste Slts Ltd. ($34.4 stopLost 24aug15) 34.40 BIN 29 33.7
Canadian Apart Prop. REIT ($27.8 stopLost 24aug15) 27.80 CAR.UN 26 28.2
Stantec Inc. ($34.4 stopLost 24aug15) 32.40 STN 25 27.2
WestJet Airlines Ltd. ($22.9 stopLost 24aug15) 22.90 WJA 23 22.9
TSX 2012 Portfolio Value 15 September 2015
(including dividends) / 01 December 2012
27989.30 / 20235.00 Gain 33.5
months
38.32%
Net Cash Carried after *100 shares Buy-ins 15jul15 244.00
Net Cash * after 100 shares (stoplost GC ITP FTS NA) 12090.00
Progressive Waste Solutions Ltd. 36.08 BIN 29 33.7
Canadian Apartment Properties REIT 28.18 CAR.UN 26 26.9
Element Financial Corporation 18.74 EFN 12 16.6
Gildan Activewear Inc. 38.70 GIL 30 37.8
Maple Leaf Foods Inc. 21.91 MFI 14 20.1
Stantec Inc. 30.19 STN 25 27.2
Net Cash Carried after *100 shares Buy-ins 144.00

“
Update
15 September 2015
TSX 2012 Portfolio Value 15 September 2015
(including dividends) / 01 December 2012
27989.30 / 20235.00 Gain 33.5
months
38.32%
(Pending Need for Change or investing new Savings)
Celestica Inc. 16.79 CLS 10 15.8
Emera Incorporated 42.70 EMA 36 41.3
Restaurant Brands International Incorporated 49.35 QSR 48 48.0
Thomson Reuters Corporation 52.74 TRI 45 50.2
Vigilance while these below are near or still trading below Risk Price are not yet “likeables” so are still not
risk averse buy-ins.
Aecon Group Inc. 13.18 ARE 14 14.0
Artis Real Estate Investment Trust 12.25 AX.UN 14 14.0
Canfor Corporation 18.06 CFP 18 27.4
Inter Pipeline Fund 24.68 IPL.TO 30 29.6
Peyto Exploration & Development Corp. 28.96 PEY 34 34.3
Potash Corporation of Saskatchewan Inc. 33.09 POT 41 40.7
Canadian 2013 RRSP limit 23820.00
Great Cndn Gaming Corp. ($21.5 StopLoss 05aug15) GC 14 21.8
CGI Group ($50.7 stopLost 08jun15) GIB.A 41 50.7
Metro Inc. ($33.7 stopLost 24aug15) 33.70 MRU 21 31.8
The North West Company Inc. ($25.2 stopLost 16apr15) NWC 22 26.5
Jean Coutu Group (PJC) Inc. ($25.6 stopLost 22apr15) PJC.A 18 19.6
Parkland Fuel Corp. ($24.5 stopLost 12jun15) PKI 19 24.5
Restaurant Brands Intl Inc. ($topLost 23mar15) QSR 48 55.9
Buy-ins 15arp2015 *100 shares each
Indu’trl All. Ins. Fin. Srvs. Inc. ($42.9 stopLost 08may15) IAG 39 44.9
Great-West Lifeco Inc. ($35.0 stopLost 07aug15) GWO 28 35.1
Quebecor Inc. ($31.4 stopLost 05jun15) QBR.B 24 26.2
RONA inc. ($15.2 stopLost 18jun15) RON 12 15.2
Thomson Reuters Corp. ($47.9 stopLost 09jun15) TRI 45 50.2
Davis + Henderson Corp. ($39.2 stopLost 30jun15) DH 28 39.8
Industrial Al Ins. Fin. Srvs. Inc. ($42.9 stopLost 17jun15) IAG 39 44.9
Saputo Inc. ($30.6 stopLost 29jun15) SAP 29 33.6
TELUS Corporation 41.78 T 30 41.6

“
Update
15 September 2015
The North West Co, Inc. ($26.7 stopLost 24aug15) 26.70 NWC 22 26.5
Power Corp. of Canada ($31.4 stopLost 24jul15) POW 32 32.0
Power Financial Corp. ($34.5 stopLost 24jul15) PWF 34 34.0
Toromont Industries Ltd. ($34.5 stopLost 24aug15) 34.50 TIH 26 30.7
Fortis Inc. ($38.1 stopLost 24aug15) 38.10 FTS 35 35.0
Manitoba Telecom Svs Inc. ($27.5 stopLost 24aug15) 27.50 MBT 27 27.5
Jean Coutu Group Inc. ($19.6 stopLost 21aug15) 19.60 PJC.A 18 19.6
Stantec Inc. ($32.4 stopLost 19aug15) 32.40 STN 25 27.2
2013 TSX Portfolio Value 15 September 2015
26377.10 / 23820.00 Gain 24.0
months
10.73%
Net Cash Carried after *100 shares Buy-ins 15aug2015 320.00
Net Cash on $topLoss FTS MBT MRU NWC PJC-A TIH STN
*100 shares
12240.00
Canadian Apartment Properties REIT CAR.UN 26 26.8
MTY Food Group Inc MTY 25 28.7
Ritchie Bros Auctioneers Incorporated RBA 24 32.6
Quebecor Inc. QBR.B 24 26.2
SmartREIT SRU-UN 25 26.9
Stantec Inc. STN 25 27.2
Toromont Industries Ltd. TIH 26 30.7
Net Cash Carried after *100 shares Buy-ins 320.00
2013 TSX Portfolio Value 15 September 2015
26377.10 / 23820.00 Gain 24.0
months
10.73%
There are hundreds of interested small savings investors routinely following these charitable posts
of our proprietary Risk Price (SF) data giving $toploss values as guidance for small investor
capital safety, and liquidity hopeful of enjoying the proven tendency 2 of 3 of our “likeables” earn
high AlphaSmart gain in the long term. Keeping in mind preference to have at least eight or more
“likeables” equities in your portfolio below find our continuing charity with a new portfolio
suiting income or RRSP 201418
tax sheltered savings. Because we can, you can too.
2014 TSX “Likeables” Portfolio Value
15 September 2014
24270.00 / 24270.00

“
Update
15 September 2015
Fortis Inc. ($39.1 stopLost 16apr15) FTS 35 35.0
Goldcorp Inc. ($N* stopLost 15may15) G 40 40.0
Great-West Lifeco Inc. ($35.0 stopLost 07aug15) GWO 28 35.1
Manulife Financial Corp. ($22.1 stopLost 18aug15) 22.10 MFC 21 21.3
Maple Leaf Foods Inc. ($22.2 stopLost 19aug15) 22.20 MFI 14 22.2
Power Corp. of Canada ($32.1 stopLost 14may15) POW 32 32.0
RioCan REIT ($29.0 stopLost 16apr15) REI.UN 24 29.0
Dominion Diamond Corp. ($20.9 stopLost 12jun15) DDC 15 21.9
Hudsons Bay Co. ($24.6 stopLost 03jun15) HBC 18 20.5
Power Financial Corp. ($36 stopLost 29may15) PWF 34 34.0
Ritchie Bros Auctioneers Inc. 35.41 RBA 24 34.5
Toromont Industries Ltd. ($34.5 stopLost 24aug15) 34.50 TIH 26 30.7
Progressive Waste Sltns Ltd. ($33.4 stopLost 29jun15) BIN 29 34.4
Intertape Polymer Group Inc. ($17.7 stopLost 12aug15) ITP 15 15.0
Norbord Inc. ($26.1 stopLost 29jun15) NBD 26 26.1
CI Financial Corp. ($33.3 stopLost 23jul15) CIX 30 33.5
Parkland Fuel Corp. ($23.5 stopLost 21jul15) PKI 19 24.5
The North West Co. Inc. ($26.7 stopLost 24aug15) 26.70 NWC 22 26.5
Quebecor Inc. ( $28.8 stopLost 21aug15) 28.80 QBR.B 24 26.2
RioCan REIT ($25 stopLost 21aug15) 25.00 REI.UN 24 23.5
TransForce Inc. ($23.4 stopLost 19aug15) 23.40 TFI 21 23.4
15 September 2015 (including dividends) / 15 September
2014
22317.10 / 24270.00 Gain 12.0
months
-8.05%
We can reconcile this result with comparing the TSX is down -13.05% over those 12 months
though there is little comfort. We can be confident in knowing this “likeables” portfolio has
resisted such declining market and is prepared to advantage for regaining as markets embrace the
real economy is growing twice as quickly as demographic. Most of North America is nearing
NAIRU full employment and political shift to fuller renewal of infrastructure is now at forefront
with income equality initiatives. The reality that ‘treacle-down’ never worked is roosting, as much
as, austerity is impoverishing in hard times when innovation and investment are needed to ‘credit
float’ warranted investment in valiant business processes and enterprises in the real economy.
Net Cash Carried after *100 shares Buy-ins 15may2015 219.00
Net Cash on $topLoss sales MFC MFI NWC QBR-B REI-UN
TFI TIH *100 shares
18270.00
Net Cash Carried for *100 shares Buy-ins 18489.00

“
Update
15 September 2015
Acadian Timber Corporation 19.88 ADN 12 17.7
Canadian Apartment Properties REIT 28.18 CAR.UN 26 26.8
Hudsons Bay Company 21.42 HBC 18 20.5
Quebecor Inc. 28.51 QBR.B 24 26.2
RioCan Real Estate Investment Trust 23.86 REI.UN 24 23.5
Saputo Inc. 29.27 SAP 29 28.5
Toromont Industries Ltd. 33.36 TIH 26 30.7
Net Cash Carried after 15aug2015 *100 shares Buy-ins 41.00
15 September 2015 (including dividends) / 15 September
2014
22317.10 / 24270.00 Gain 12.0
months
-8.05%
Removal of Quantitative Eating combined with oil and gas bloat has made unusual down-side
volatility in all markets, to which now older Greece and China issues added spooky gossip, a ‘sea-
change’, of stoplosses were triggered again. The TSX has still not regained its September 2014,
level and now fallen further to 2020 points below, by some -13.05%. Our tight $toploss values
reduce risk of loss. Most stopped out just rebound. Stoploss is a simpler approach than skimming
for advantageous collaring options to protect your capital, instead of working at what you do best.
That collaring of options can be very useful in added gains but it requires a lot more attention than
small investors can lavish. It is not time to loosen the easily managed $toploss values to recover,
but again we must rebuild for gain when calmer markets return. All the ‘canards’ must walk the
political stage while the real economy slowly inches its recovery forward, while absorbing other
peoples abuse of ‘credit float’ in the sea of moral hazard they created.
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 AlphaSmart gain. Market behaviour prefers the “likeables” trading
above Risk Price and bids up their price. We have proven that behaviour exists as a tendency of
investors in all markets.
The conventional investment industry cannot prove any of their assumptions underlying their
supposed methods they sell you as if theirs is “expertise”. It is just their mysticism19
as circular
logic is a spinning topic. Any tautology is just repetition until it appears to be logical. As we have
shown all they trade in is luck, 1.03 to 1 is just a coin-toss20
. They really are just rolling dice and
tossing cards with your nickels. Your pocket is not their restraint, rather, they see their opportunity
for their gaming. Do not give them your pocket-book on empty promises they have never delivered.

“
Update
15 September 2015
What is the alternative to those Artful Dodgers so busy just blowing bubbles21
with cash from your
wallet22
? We are that alternative, as we show, even 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 on price
gossip market manipulations than fair value. Our investment method is proven by consistent long
term portfolios gains shown by these charity portfolios suiting small investors using stop-loss
settings and others like long running ABCs-to-Zs and BST-BlackSwanTradingTM
.
BookBuilder™ and TaxCharityTM
portfolios comprise our lowest price point "likeables" we can
identify based on RiskPriceTM
. It is our proprietary information driven by Risk PriceTM
given
freely in charity enabling small investors to keep their savings growing into their own wealth. Our
method is proven. Because we can, you can23
.
In our Modal Geometry24
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 process25
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

“
Update
15 September 2015
1
http://www.slideshare.net/HansGoetze/the-grail-and-the-goat-portfolios
2
http://riskwerk.com/2012/08/26/the-price-of-risk/
3
http://www.bloombergview.com/articles/2015-05-11/nobody-s-worried-about-too-big-to-jail-any-more
4
http://www.slideshare.net/HansGoetze/stock-takers-2012-q1-bite-on-dji
5
http://www.slideshare.net/HansGoetze/the-case-for-the-can-opener-edufeb12
6
http://www.newyorker.com/online/blogs/johncassidy/2014/05/how-hedge-funds-get-away-with-it.html
7
http://riskwerk.com/2013/05/18/the-real-intelligent-investor/
8
http://riskwerk.com/2013/09/15/earnings-dont-matter-2/
9
http://riskwerk.com/2013/08/07/the-god-stock-econo-speak/
10
http://riskwerk.com/2013/10/07/bn-the-riskwerk-company-glossary/
11
http://www.daf.fm/video/prof-otmar-issing-das-buch-zur-eurokrise-und-der-politik-der-ezb-50156039.html
12
http://riskwerk.com/2013/11/15/bn-cpwr-compuware-corporation/
13
http://riskwerk.com/2014/07/29/pi-the-process-option-pricing/
14
http://riskwerk.com/2013/08/10/the-sp-tsx-hangdog-market-3/
15
https://en.wikipedia.org/wiki/The_Intelligent_Investor
16
http://riskwerk.com/2013/05/18/the-real-intelligent-investor/
17
http://www.irs.gov/Retirement-Plans/Retirement-Plans-FAQs-regarding-SEPs
18
http://www.cra-arc.gc.ca/limits/
19
http://riskwerk.com/2014/03/07/pi-sanctification/
20
http://www.slideshare.net/HansGoetze/running-markets-without-walras-and-schumpeter
21
http://riskwerk.com/2013/10/14/asset-bubbles-day-october-14-2013/
22
Banks had $230 billion in litigation costs since 2009 and another $70 billion through 2016 for trading irregularity
http://www.reuters.com/article/2015/01/13/us-banking-litigation-research-idUSKBN0KM10G20150113
23
http://www.slideshare.net/HansGoetze/the-grail-and-the-goat-portfolios
24
“The Modal Geometry of the Firm and the Balance Sheet Worth of the Trading Connections”, 2006, unpublished but available
from the author.
25
http://riskwerk.com/2014/03/15/pi-the-process/

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