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Best defense of capital tax charity 15 april 2013

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Best defense of capital tax charity 15 april 2013

  1. 1. “Page 1 of 3 April 2013 © Copyright StockTakers Limited, All Rights Reserved. Copying Prohibited.The author does not provide investment advice. In order to use reproduce or convey the material herein,in any way, written agreement must be obtained from the author or its agent Architypes Inc.StockTakers Limited is an Alberta corporation providing information on “likeables” equities.StockTakers Limited encourages your seeking tax law advisor for capital gains tax dispositions.Best Defense of Capital, Tax Charity Update–15 April 2013Equities trading above our benchmark Risk Price (SF) are those liked by investors, and two of threecontinue to price rise due to investors’ preference. These equities are “likeables.” They are revealedby their rise above Risk Price, the metric that investors must know to defend their capital.Tax Charity Portfolios Update List – 15 April 2013NYSE Value 17K Firms MarketPriceSymbol SF(Risk Price)Stop/LossAmerican Capital Ltd 13.99 ACAS:US $10 $13Convergys Corp 16.08 CVG:US $13 $16First Horizon National Corp 10.00 FHN:US $9 $10Ford Motor Co. 12.95 F:US $12 $12Hercules Offshore Inc 6.75 HERO:US $4 $6Host Hotels & Resorts Inc 17.19 HST:US $14 $16Huntington Bancshares Inc 7.15 HBAN:US $6 $7Interpublic Group of Cos 12.97 IPG:US $9 $12KeyCorp 9.55 KEY:US $8 $9LSI Corp 6.20 LSI:US $6 $6Manitowoc Company 16.99 MTW:US $12 $18MBIA Inc 10.73 MBI:US $8 $9Regions Financial Corp 7.80 RF:US $6 $7Sprint Nextel 7.06 S:US $3 $5Teradyne Inc 14.94 TER:US $10 $13Current Portfolio Value (including dividends) 16945.00Cashout*100 Shares (sale of FHN & MBI) 2073.00New NYSE “Likeables” (to replace FHN & MBI)Hudson City Bancorp Inc 8.12 HCBK:US $8 $8New York Times Company CL A 9.18 NYT:US $8 $9Buy In*100 Shares 1730.00Net Cash * 100 (from buy HCBK & NYT) 343.00Portfolio Value 15 April 2013 16945.00 / 15214.00 Gain 4.5mos11.38%"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
  2. 2. “Page 2 of 3 April 2013 © Copyright StockTakers Limited, All Rights Reserved. Copying Prohibited.The author does not provide investment advice. In order to use reproduce or convey the material herein,in any way, written agreement must be obtained from the author or its agent Architypes Inc.StockTakers Limited is an Alberta corporation providing information on “likeables” equities.StockTakers Limited encourages your seeking tax law advisor for capital gains tax dispositions.Best Defense of Capital, Tax Charity Update–15 April 2013TSX Value 22K Firms MarketPriceSymbol SF(Risk Price)Stop/LossAimia Inc 15.22 AIM $10 $14Algonquin Power & Utilities Corp. 7.60 AQN $6 $7CAE Inc. ($top-loss sold 26mar) 10.00 CAE $9 $10Cott Corporation 10.52 BCB $8 $9Canfor Corporation 18.95 CFP $10 $18Chartwell Seniors Housing Real Est. Investment Trust 11.21 CSH.UN $7 $10Canexus Corporation 9.05 CUS $7 $9Denison Mines Corp. 1.23 DML $1 $1Dundee Precious Metals Inc. ($top-loss sold12apr) 7.00 DPM $7 $7Enerflex Ltd. 13.06 EFX $12 $13Great Canadian Gaming Corp 9.31 GC $7 $9Heroux-Devtek Inc ($N* sold 04mar) 8.25 HRX $9 $6Dominion (Harry Winston) Diamond Corporation 16.00 DDC $12 $14Manitok Energy Inc 2.74 MEI $1 $2Maple Leaf Foods Inc. 13.61 MFI $11 $13Martinrea International Inc 8.01 MRE $8 $7New Gold Inc. ($N* sold 04mar) 9.59 NGD $10 $8Jean Coutu Group (PJC) Inc. 15.60 PJC.A $13 $15Pason Systems Inc. 16.26 PSI $15 $16Trinidad Drilling Ltd. 6.82 TDG $7 $7Yamana Gold Inc. ($top-loss sold 12apr) 14.00 YRI $15 $14Current Portfolio Value (including dividends) 22426.00Cashout*100 Shares (CAE DPM HRX NGD & YRI) 4907.00New TSX “Likeables” (to replace CAE DPM HRXNGD & YRI)ARC Resources Ltd. 26.92 ARX $25 $25Ensign Energy Services Inc. 16.81 ESI $17 $16Buy In*100 Shares 4373.00Net Cash * 100 Shares 534.00Portfolio Value 15 April 2013 22426.00 / 20235.00 Gain 4.5mos10.83%Our reasons for having any equity in our portfolios are clear, concise and consistent, “likeables” areequities shown valued by investors, tending to continuing gain, which investors have demonstrateda determination to buy and hold the stock at prices above the price of risk.Know What You Have. Have What You Know.
  3. 3. “Page 3 of 3 April 2013 © Copyright StockTakers Limited, All Rights Reserved. Copying Prohibited.The author does not provide investment advice. In order to use reproduce or convey the material herein,in any way, written agreement must be obtained from the author or its agent Architypes Inc.StockTakers Limited is an Alberta corporation providing information on “likeables” equities.StockTakers Limited encourages your seeking tax law advisor for capital gains tax dispositions.Best Defense of Capital, Tax Charity Update–15 April 2013Mail us for our help.Ernst and Hans Goetze,Architypes Inc and StockTakers LimitedHead Office76 Midridge Close SECalgary, ABT2X 1G172 Cornwall StreetToronto, ONM5A 4K5351 Chemin BoulangerSutton, PQJ0E 2K0450 538-1270

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