ABC-Zs TaxCharitytm-31jan16

“
Page 1 of 11 January 2016 © 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.
ABCs to Zs Defense of Capital, Tax CharityTM
–31 January 2016
Risk PriceTM
analysis of balance sheets allows us to discern a most useful partition from all the equities
in any market. These are “likeablesTM
” because they seem “undervalued1
” in the market mind-sense.
The demand for them exceeds the supply at current prices. Investors prefer them and price them up. So
there is much to like.
As a group, 2 of 3 “likeablesTM
” equities we identify by Risk PriceTM
tend to gain in stock price for
long periods. We understand why by proven theory2
. We give proof also in open display in real time
markets. Because We Can. No one else can, so they do not. WE DO, Because We Can.
As open handed display of our methods in January 2011 we released the ABC’s portfolio comprised of
just newly identified equities on TSX and NYSE “likeablesTM
” market partition. Our “likeables” are
revealed by their rise above Risk Price TM
our metric investors must know to defend their capital.
Our ‘likeables’ tendancy to hold value and gain is better than cash. Risk Averse, Capital Safety and
Liquidity in our method shows and provsn AlphaSmartTM
high capital appreciation. Less risk more
gain sounds strange but truth to power3
there is no science in conventional fund portfolio methods.
Then we arbitrarily extended those ABCs to Z showing both ends of our AlphaSmartTM
result. The
ABC-Z portfolios make our case even as these two substantively different markets have diverged in
their own pitch and yaws, often moved in different directions. Our ABC-Z sample portfolios are proof
we have continued in open display.
Fund managers are victims of their own gossip just playing dice4
, with your money. The self
proclaimed ‘bright lights’ running hedge funds HFRI5
record only 4.56% pa for the past three years.
For such underperformance they take fees supposed earned. Your risk is their ‘professional’ gain.
Conventional investment industry claims “expertise” but use untestable models,
conjectures claimed as viable theory. These Artful Dodgers just cull small
investors’ wallets to their use. All the fun, fees and profit is theirs, but next to
nothing for you6
are ever left, just their tease for fees, and perhaps a Mozarttaler
for your thanks. Their baseless swing from no-ooo to buy-eee wrecked havouc
on the ABC-Z portfolios but the capital is safe. StopLoss intended to protect
your capital did their job though most all equities then rebounded in days, to be
beaten down again. As we reset these ABC-Zs many are bought back for less,
while still “likeables’ in a version of short selling.
Some ‘dollar-per-word’ gossips called the DJI to hit 2000, in 2014 autumn. Market mavens are
irrational gossips, for no reason calling for the sky to rise and market bottoms to fall. Balance sheets
tell the reality of valiant business ideas and how well they are doing in the real economy. Judging by
the content in balance sheets is different than the latest cover flap story. That is the real story.
"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

“
–31 January 2016
We offer accredited investors 12% Bond7
at our risk working proven theory for steady return. Proof is
in our proprietary list of “likeables” helping small investors. “Likeables” portfolios performance is
proven. Because we can, we do. With proven ‘likeables’ we do AlphaSmartTM
for all investors.
The TaxCharityTM
and BookBuilderTM
portfolios take the challenge for the small investor to invest
savings under the limits of annual Tax shelter provisions. Our followers have done well.
We have seen the real behaviour of market investors to “likeables” is they like them. Their desire is
evident as demand exceeding the supply driving the “likeables” prices up. We must rebuild from more
than a year of baseless volatility setbacks of the ‘dollar-per-word’ market mavens gossip.
Passive stop-loss are reasonably safe and simple enough to be useful for small investors. We have more
active and complex methods using collaring options for sharpening gains and limiting exit due to
unreasonable market mavens gambolling goats8
grazing on their client wallets. There is no science in
conventional fund portfolio methods. Avoid those Artful Dodgers. We prove, because we can.
ABCs for TSX Firms portfolio from 31 December
2011
Market
Price
Symbol SF
(Risk Price)
Stop/Loss
See old posts for Buy-ins 01 December 2011 *100 shares each
Buy-ins *per 100 shares 30sep2015
Agrium Inc. ($127.7 StopLoss 14decl5) AGU 96 118.0
Alimentation Couche-Tard Inc. 60.98 ATD.B 50 58.5
Brookfield Asset Mngmnt Inc. ($44.1 StopLoss 09dec15) BAM.A 34 41.0
BCE Inc. ($54.5 StopLoss 11dec15) BCE 40 55.3
Cogeco Cable ($65.5 StopLoss 03dec15) CCA.TO 60 61.4
CCL Industries 208.00 CCL-A.TO 100 194.5
Catamaran Corp. (Optumrx Buyout 27jul15) CCT 0.0
Canadian Imprl Bank Of Com. ($97.1 StopLoss 07dec15) CM 84 89.0
Dollarama Inc. ($82.6 StopLoss 09dec15) DOL.TO 70 70.7
George Weston Ltd. ($106.3 StopLoss 12nov15) WN 94 105.3
Buy-ins *per 100 shares 31oct2015
Progressive Waste Ltd. (N* $31.58 StopLoss 27oct15) BIN 30 37.6
Cineplex Inc. ($48.9 StopLoss 13nov15) CGX 40 47.7
Advantage Oil & Gas Ltd. ($6.6 StopLoss 07jan16) 6.60 AAV 5 7.2
Bank of Nova Scotia (The) ($59.3 StopLoss 03dec15) BNS 58 55.7
Franco-Nevada Corp. ($63.3 StopLoss 14dec15) FNV 58 59.2
West Fraser Timber Co. Ltd. ($49.3 StopLoss14dec15) WFT 43 43.8
Buy-ins *per 100 shares 31dec2015
Agrium Inc. ($118.7 StopLoss14jan16) 118.70 AGU 96 118.0
Brookfield Asset Mngnt Inc. ($42.1 StopLoss 04jan16) 42.10 BAM.A 34 41.0
BCE Inc. ($52.0 StopLoss 24aug15) 52.00 BCE 40 55.3
Progressive Waste Solutions Ltd. 39.39 BIN 30 37.6

“
–31 January 2016
Bank of Nova Scotia (The) ($54.0 StopLoss 011jan16) 54.00 BNS 58 55.7
CAE Inc. ($14.7 StopLoss 20jan16) 14.70 CAE:TO 13 14.3
Cogeco Cable 63.25 CCA.TO 60 61.4
Cineplex Inc. ($46.4 StopLoss 15jan16) 46.40 CGX 40 47.7
Canadian Impl Bank Com, ($88.5 StopLoss 11jan16) 91.24 CM 84 89.0
Dollarama Inc. ($75.5 StopLoss 08jan16) 75.50 DOL.TO 70 70.7
Emera Inc. ($41.9 StopLoss 18jan16) 41.90 EMA.TO 36 43.6
ABCs -TSX 2011 Portfolio Value 31 January
2016 (including dividends) / 31 December 2011
96146.30 / 41972.00 Gain 49
months
129.07%
IRR pa 22.51%
Cash Forward * after 100 Shares 30sep15 Buy-ins 221.00
Net Cash * after 100 shares stoploss sales 54040.00
Current Cash 54261.00
Buy-ins *per 100 shares 31jan2016
Allied Properties Real Estate Investment Trust 33.3 AP.UN 31 32.0
Air Canada 7.85 AC.TO 8 7.3
Bank of Montreal 75.22 BMO 66 73.0
CAE Inc. 14.63 CAE:TO 13 14.3
Davis + Henderson Corporation 31.47 DH 29 29.6
Dollarama Inc 75.17 DOL.TO 70 70.7
Fortis Inc. 40.71 FTS 35 39.7
West Fraser Timber Co. Ltd. 48.15 WFT 43 43.8
Domtar Corporation 45.16 UFS $44 43.4
George Weston Limited 108.01 WN 94 105.3
Cash Forward * after 100 Shares 31dec15 Buy-ins 196.00
Cash Dividends earned 4675.25
Total Cash Available 4871.25
ABCs -TSX 2011 Portfolio Value 31 January
2016 (including dividends) / 31 December 2011
96146.30 / 41972.00 Gain 49
months
129.07%
IRR pa 22.51%
(Pending Need for Change or investing new Savings)
Canadian Apartment Properties REIT 29.91 CAR.UN 26 28.9
Element Financial Corporation 14.77 EFN 12 14.0
Quebecor Inc. 35.50 QBR.B 25 34.1
ABC-Z 2013 TSX Portfolio * after 100 Shares Buy-
ins 22 December 2013
44403.00 44403.00

“
–31 January 2016
See old posts for Buy-ins 01 December 2013 *100 shares each
Buy-ins *per 100 shares 30sep2015
Allied Properties REIT ($32.9 $topLoss 05nov15) AP.UN 31 30.3
Brookfield Asset Mngmnt Inc. ($44.1 StopLoss 09dec15) BAM.A 34 42.1
Emera Inc. ($41.6 StopLoss 08dec15) EMA.TO 36 41.9
Fortis Inc. ($36.0 StopLoss 08dec15) FTS 35 36.5
CGI Group. ($52.9 StopLoss 20jan16) 52.90 GIB.A 45 52.9
Hudsons Bay Co. ($19.5 $topLoss 13nov15) HBC 18 17.0
Intact Financial Corp. ($88.2 $topLoss 04nov15) IFC 68 86.5
Just Energy Group Inc. ($9.0 $topLoss 11jan16) 9.00 JE 6 9.0
Keyera Corp. ($38.2 StopLoss 07dec15) KEY 39 38.9
WestJet Airlines Ltd. ($21.8 StopLoss 24nov15) WJA 23 18.3
CI Financial Corp. ($29.5 StopLoss 08jan16) 29.50 CIX 30 29.5
West Fraser Timber Co. Ltd. ($48.1 StopLoss 06jan16) 48.10 WFT 43 48.1
Buy-ins *per 100 shares 30nov015
Allied Properties REIT ($31.9 StopLoss 07dec15) AP.UN 31 30.6
Franco-Nevada Corp.(($63.3 StopLoss 14dec15) FNV 58 60.5
Gildan Activewear Inc. ($37.4 StopLoss 11jan16) 37.40 GIL 32 37.4
WestJet Airlines Ltd. ($19.5 StopLoss 09dec15) WJA 23 18.3
Buy-ins *per 100 shares 31dec015
Allied Properties REIT ($30.3 StopLoss 14jan16) 30.30 AP.UN 31 30.3
Brookfield Asset Mngmnt Inc. ($42.1 StopLoss 04jan16) 42.10 BAM.A 34 42.1
Bank of Nova Scotia (The) ($54.0 StopLoss 011jan16) 54.00 BNS 58 54.0
Davis + Henderson Corporation 31.47 DH 29 29.7
Element Financial Corp. ($15.8 StopLoss 06jan16) 15.80 EFN 12 15.8
Franco-Nevada Corp. ($60.5 StopLoss 27jan16) 60.50 FNV 58 60.5
AB-Z 2013 TSX Portfolio 31 January 2016
(including dividends) / 22 December 2013
46470.70 / 44403.00 Gain 25.0
months
4.66%
IRR pa 1.02%
Even though this result may at first seem small potatoes, consider, through the past 17 months the
TSX is down -17.18% since 01sep2014 and down -5.87% from portfolio inception 31dec1013. This
portfolio using stoploss passive regime has proven stunningly better result for the small investor. We
know the pursuit of framing options to collar exit or holds guided by the Risk Price is more lucrative.
Cash Forward * after 100 Shares 30nov15 Buy-ins 275.00
Net Cash * after 100 shares stoploss 27460.00
Buy-ins *per 100 shares 31jan16

“
–31 January 2016
ATS Automation Tooling Systems Incorporated 10.64 ATA 11 10.1
Canadian Apartment Properties REIT 29.91 CAR.UN 26 28.9
Element Financial Corporation 14.77 EFN 12 14.0
Emera Inc 44.67 EMA.TO 36 43.6
Gildan Activewear Inc. 35.36 GIL 32 33.8
CGI Group 60.04 GIB.A 45 57.3
Granite REIT 37.65 GRT.UN 34 36.5
Domtar Corporation 45.16 UFS 44 43.4
Cash Forward * after 100 Shares 30nov15 Buy-ins 297.00
AB-Z 2013 TSX Portfolio 31 January 2016
46470.70 / 44403.00 Gain 25.0
months
4.66%
IRR pa 1.02%
Engage in “likeables” to save your own bacon.
Do not expect perfect of Risk Price. High tendency for gain is not the same as pin-the-point on the
mule as most claim. Motley brayers talk only of their survivor bias winner. Let others chase gamblers’
risk/reward model that rarely works. Their ‘house’ always win, fees you donated them. Risk Price
works. Even when the last 16 months have been volatile and negative, we made substantive gain.
Proven behaviour of market investors to “likeables” is that they like them. This is why 2 of 3 tend to
long term gains in stock price once they trade above the Risk Price. It is best you have eight or more
‘likeables’ in your portfolio at any time to enjoy the benefit of that tendency, as these larger portfolios
show when compared to the smaller portfolios we chariatably aim to help small investors
We prove our Risk Price driven proprietary data and can help small investors. Pay-forward our charity
by designating our normal ‘2 & 20’ fee portion to social charity. Good works deserve9
our help.
ABCs for NYSE Firms 31 December 2011 Market
Price
Symbol SF
(Risk Price)
Stop/Loss
(See prior posts for early trading history)
Buy-ins *100 shares 30sep15
Accenture PLC CL A ($103.5 StopLoss 17dec15) ACN:US 80 100.8
Analog Devices Inc. ($58.9 StopLoss 04dec15) ADI:US 47 53.1
Alexion Pharmaceuticals Inc. ($166.3 stoplost 12nov15) ALXN 150 181.2
BMRN BioMarin Pharma Inc. ($105.3 StopLoss 13nov15) BMRN:US 87 95.9

“
–31 January 2016
Broadcom Corp. ($55.5 StopLoss 06jan16) 55.50 BRCM 41 55.5
Cardinal Health Inc. ($87.0 StopLoss 06jan16) 87.00 CAH:US 59 87.0
Crown Castle Intnl Corp. ($84.7 StopLoss 07jan16) 84.70 CCI:US 81 84.7
Tableau Software Inc. ($87.2 StopLoss 08jan16) 87.20 DATA 64 87.2
Dollar General Corp. ($68.9 StopLoss 06oct15) DG:US 57 69.0
Electronic Arts Inc .( $66.3 stoplost 17nov15) EA 40 64.6
Ecolab Inc. ($117.3 StopLoss 08dec15) ECL:US 103 111.5
WPP plc. ($111.9 StopLoss 04jan16 ) 11.90 WPPGY:US 68 111.9
DENTSPLY Intl Inc. ($59.3 StopLoss 14dec15) XRAY 43 59.3
Yum! Brands Inc. ($75.4 StopLoss 07oct15) YUM 70 69.4
Zimmer Biomet Holdings Inc. ($99.5 StopLoss 11jan16) 99.50 ZBH:US 71 99.5
Buy-ins *100 shares 31oct15
Adobe Systems Inc. ($90.7 StopLoss 04jan16) 90.70 ADBE:US 53 90.7
Allegion PLC ($64.9 StopLoss 11dec15) ALLE:US 50 63.9
Buy-ins *100 shares 30nov15
Aetna Inc. ($53.1 StopLoss 06jan16) 101.60 AET:US 80 101.6
Boston Properties Inc. ($121.2 StopLoss 20jan16) 121.20 BXP 112 121.2
Concho Resources Inc. ($102.9 StopLoss 07dec15) CXO 106 86.8
Buy-ins *100 shares 31dec15
Analog Devices Inc. ($53.1 StopLoss 06jan16) 53.10 ADI:US 47 53.1
Concho Resources Inc. ($86.8 StopLoss 06jan16) 86.80 CXO 106 86.8
Dassault Systemes SA ADR. ($77.3 StopLoss 04jan16) 77.30 DASTY 56 77.3
Ecolab Inc. ($111.5 StopLoss 04jan16) 111.50 ECL:US 103 111.5
Under Armour Inc. ($75.8 StopLoss 08jan16) 75.80 UA:US 24 75.8
Varian Medical Sys. Inc, ($77.6 StopLoss 07jan16) 77.60 VAR:US 81 77.6
ABCs for NYSE 2011 Portfolio Value
31 January 2016 (including dividends) / 31 December 2011
137424.20 / 77436.00 Gain 49
months
77.47%
IRR pa 15.08%
Once again another spate of fund managers sky falling the markets. There will be a rebound, as
fundamentals of the real economy are positive. Best we engage for the coming rise for the long
term. Buy back those that have not already rebounded too far.
Having forged through 16 months of volatile and negative markets the demonstrated performance
is five times better than provided by hedge funds over the interval. The gain of this sample
portfolio taken from the “likeables” partition of the market was achieved with simple passive
stoploss suited for small investors, while remaining liquid to access wealth for emergencies. Using
framing options to collar exit or holds guided by the Risk Price is more lucrative.
Cash Forward (* after 100 Shares 31oct15 Buy-ins) 407.00

“
–31 January 2016
Buy-ins *100 shares 31jan16
Adobe Systems Inc. 89.13 ADBE:US 53 86.0
American Electric Power Company 60.97 AEP 38 59.1
AFLAC Inc 57.96 AFL:US 58 56.2
Broadcom Corp. 54.67 BRCM 41 52.5
Boston Properties Inc 116.21 BXP 112 110.4
Cardinal Health Inc 81.37 CAH:US 59 79.3
Check Point Software Technologies Ltd. 78.81 CHKP:US 62 76.1
Concho Resources Incorporated 95.13 CXO 106 88.9
Dassault Systemes SA ADR 77.09 DASTY 56 74.0
Tableau Software Incorporated 80.24 DATA 64 74.2
Ecolab Inc 107.87 ECL:US 103 105.2
Edwards Lifesciences Corporation 78.21 EW:US 87 75.5
Varian Medical Systems Inc 77.13 VAR:US 81 74.0
WPP plc 108.80 WPPGY:US 68 106.1
DENTSPLY International Inc 58.89 XRAY 43 57.1
Zimmer Biomet Holdings Inc 99.26 ZBH:US 71 96.3
Cash Forward (* after 100 Shares 31jan165 Buy-ins) 373.00
ABCs for NYSE 2011 Portfolio Value
31 January 2016 (including dividends) / 31 December 2011
137424.20 / 77436.00 Gain 49
months
77.47%
IRR pa 15.08%
(Pending Need for Change or investing new Savings)
Northrop Grumman Corp 185.06 NOC:US 120 178.6
Roper Industries Incorporated 175.67 ROP:US 141 169.5
JM Smucker Company 128.32 SJM:US 95 124.5
AB-Z 2013 NYSE Portfolio 22 December 2013 131242.00
(See prior posts for early trading history)
Buy-ins *100 shares 30sep15
Accenture PLC CL A ($103.5 StopLoss 17dec15) ACN:US 80 102.4
Alexion Pharmaceuti.Inc. ($166.3 stoplost 12nov15) ALXN 150 139.4
Amgen Incorporated ($150.3 stoplost 13nov15) AMGN 102 146.6
Boeing Company ($142.1 stoplost 12nov15) BA 110 0.0
Bayer AG ADR ($124.2 StopLoss 13oct15) BAYRY:US 115 108.4
Becton Dickinson & Co. ($151.0 StopLoss 04jan16) 151.00 BDX:US 95 141.7
Check Point Soft. Tech.Ltd. ($82.0 StopLoss 05nov15) CHKP:US 62 76.1

“
–31 January 2016
Charter Comm. Inc. ($180.8 StopLoss 03dec15) CHTR:US 125 165.4
Cigna Corp. ($136.8 StopLoss 11jan16) 136.80 CI:US 89 125.6
Xcel Energy Inc. ($34.6 StopLoss 09nov15) XEL:US 30 37.3
Yum! Brands Inc. ($75.9 StopLoss 07oct15) YUM 70 68.8
Zoetis Inc. ($45.5 StopLoss 11jan16) 45.50 ZTS 35 41.1
Buy-ins *100 shares 31oct15
BMRN BioMarin Pharml Inc. ($105.3 StopLoss 13nov15) BMRN:US 87 68.5
Check Point Soft. Tech.Ltd. ($82.0 StopLoss 05nov15) CHKP:US 62 76.1
Buy-ins *100 shares 30nov15
Adobe Systems Inc. ($88.7 StopLoss 07dec15) ADBE:US 53 86.0
Automatic Data Prcsing Inc. ($81.3 StopLoss 04jan16) 81.30 ADP:US 77 79.8
Bayer AG ADR ($128.8 StopLoss 03dec15) BAYRY:US 115 108.4
Brown-Forman CL B ($99.5 StopLoss 11dec15) BF.B:US 85 94.9
Celgene Corp. ($113.2 StopLoss 11jan16) 113.20 CELG:US 83 95.3
DineEquity Inc. ($80.4 StopLoss 15jan16) 80.40 DIN:US 77 80.7
Delphi Automotive PLC ($84.4 StopLoss 08dec15) DLPH:US 59 62.7
Verisk Analytics Inc. ($74.2 StopLoss 06jan16) 74.20 VRSK 60 70.8
Williams-Sonoma Inc. ($55.2 StopLoss 14dec15) WSM:US 49 48.3
XL Group ($36.3 StopLoss 11jan16) 36.30 XL:US 30 34.6
Zurich Ins. Group ADR ($24.3 StopLoss 07jan16) 24.30 ZURVY:US 25 21.0
Buy-ins *100 shares 31dec15
ASML Holding N.V. ($84.8 StopLoss 06jan16) 84.80 ASML 69 87.7
Bayer AG ADR ($120.5 StopLoss 04jan16) 120.50 BAYRY:US 115 108.4
Brown-Forman CL B ($96.3 StopLoss 04jan16) 96.30 BF.B:US 85 94.9
Ecolab Inc. ($111.5 StopLoss 04jan16) 111.50 ECL:US 103 105.2
Equifax Inc. ($106.9 StopLoss 07jan16) 106.90 EFX:US 80 101.6
Edwards Lifesciences Corp. ($76.2 StopLoss 07jan16) 76.20 EW:US 87 75.5
Williams-Sonoma Inc. ($55.2 StopLoss 07jan16) 55.20 WSM:US 49 48.3
Wyndham Worldwide Corp. ($69.7 StopLoss 06jan16) 69.70 WYN:US 49 62.3
AB-Z 2013 NYSE Portfolio 31January 2016
148896.74 / 131242.00 Gain 25.0
months
13.45%
IRR pa 6.24%
This result is far less than our expected long term tendency. However, it is cause for celebratory
hats and horns. This portfolio has gone through 17 months of volatile and negative market
behaviour, more than two thirds of its interval. This portfolio has demonstrated resilience even
using the less effective stoploss regime. We know the pursuit of framing options to collar exit or
holds guided by the Risk Price is more lucrative.
Over these two years this portfolio has double the performance of the hedge funds. This portfolio
has proven stunningly better result for the small investor than any conventional finance industry

“
–31 January 2016
product. The result in gain obtained is vastly better than any bond or mortgage and always is
liquid for the small investor needing an emergency pool of their wealth.
Cash Forward (* after 100 Shares 31dec15 Buy-ins) 41.00
Buy-ins *100 shares 31jan16 CELG:US 83 95.3
Celgene Corp. 100.32 CHTR:US 125 165.4
Charter Communications Incorporated 171.36 CI:US 89 125.6
Cigna Corp 133.6 DIS 65 92.5
Walt Disney Company 95.82 ECL:US 103 105.2
Ecolab Inc 107.87 EFX:US 80 101.6
Equifax Inc 105.8 UNH 79 111.1
UnitedHealth Group Inc 115.16 VFC 46 60.4
VF Corporation 62.6 VRSK 60 70.8
Verisk Analytics Incorporated 73.00 WPPGY:US 68 106.1
WPP plc 108.8 WSM:US 49 48.3
Williams-Sonoma Incorporated 51.66 WYN:US 49 62.3
Wyndham Worldwide Corp 64.9 XL:US 30 34.6
XL Group 36.26 ZTS 35 41.1
Zoetis Incorporated 43.05 ZURVY:US 25 21.0
Zurich Insurance Group ADR 22.10 YUM 70 68.8
Yum! Brands Inc 72.37 ZBH:US 71 96.3
Cash Forward (* after 100 Shares 30nov14 Buy-ins) 58.00
AB-Z 2013 NYSE Portfolio 31January 2016
148896.74 / 131242.00 Gain 25.0
months
13.45%
IRR pa 6.24%
Engage in “likeables” save your own bacon.
The conventional investment industry cannot prove any of their assumptions underlying their methods,
whose results are 1.03:1, like a coin toss. Avoid those Artful Dodgers playing dice with your wallet.
Investors need a real compass10
. Risk Price finds their way. Our TaxCharityTM
gives proof. In the spirit
and tradition of real science of Bacon and Newton we feign nothing; our demonstrations are in real
time with real consequences obtaining real benefit to investors’ wallets, because we can.
In our Modal Geometry theory of the firm we make only two assumptions, clearly as follows:

“
–31 January 2016
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 more by rigourous observation in the real world
of corporate ledgers relation to balance sheets. That is aided with logic, epistemology, and some
powerful mathematics, real science, not conventional assumptions with little relevance but gossip.
Our reasons for having any equity in our portfolios are clear, concise and consistent. “likeables” are
equities shown valued by investors, tending to continuing gain, which investors have demonstrated a
determination to buy and hold at stock prices above the price of risk. That tendency demonstrates 2 of 3
“likeables” gaining for the long term, as we continue to show.
Proof is positive, in our TaxCharityTM
and BookBuilderTM
portfolios extending our proprietary
information to small investors. The ABC-Zs suit larger wallets. Because we can, while the entire
financial industry is so busy blowing bubbles11
with cash from your wallet.
Know What You Have. Have What You Know.
Our risk averse view works. The proof of our method is clear and forthrightly shown. Of course we
require 2&20 fees for doing that, or utilize our 12% Bond. Mail us for our help.
Hans Goetze,
Architypes Inc. architypes@gmail.com and StockTakers Limited
Head Office
76 Midridge Close SE
Calgary, AB
T2X 1G1
351 Chemin Boulanger
Sutton, PQ
J0E 2K0
450 538-1270
1
http://riskwerk.com/2014/02/05/pi-demand-and-supply/
2
E. Goetze, The Modal Geometry of the Firm and Worth of the Trading Connections, 2009
3
http://riskwerk.com/2013/05/18/the-real-intelligent-investor/
4
http://www.rainmedia.net/portfolio/the-retirement-gamble/
5
https://www.hedgefundresearch.com/mon_register/index.php?fuse=login&hi
6
http://riskwerk.com/2013/09/15/earnings-dont-matter-2/
7
http://www.slideshare.net/HansGoetze/stocktakers-12-bond
8
http://www.slideshare.net/HansGoetze/the-grail-and-the-goat-portfolios
9
http://www.slideshare.net/HansGoetze/the-corporate-social-on-our-best
10
http://riskwerk.com/2012/08/26/the-price-of-risk/

“
–31 January 2016
11
http://riskwerk.com/2013/10/14/asset-bubbles-day-october-14-2013/

ABC-Zs TaxCharitytm-31jan16

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