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Best defense of capital tax charity 30 april 2013

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Best defense of capital tax charity 30 april 2013

  1. 1. “Page 1 of 3 May 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–30 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 – 30 April 2013NYSE Value 17K Firms MarketPriceSymbol SF(Risk Price)Stop/LossAmerican Capital Ltd 13.99 ACAS:US $10 $13Convergys Corp $topLoss sold 18apr 16.00 CVG:US $13 $16First Horizon National Corp StopLoss sold 15apr 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 $topLoss sold 17apr 7.00 HBAN:US $6 $7Interpublic Group of Cos 12.97 IPG:US $9 $12KeyCorp 9.55 KEY:US $8 $9LSI Corp $topLoss sold 22apr 6.00 LSI:US $6 $6Manitowoc Company StopLoss sold 15apr 18.00 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 $topLoss Apr 5, 2013 15.00 TER:US $10 $13Current Portfolio Value (including dividends) 17772.00Cashout*100 Shares (sale of CVG. HBAN, LSI, MTW,TER, FHN & MBI)8273.00New NYSE “Likeables” (to replace sold)Boston Scientific Corp 7.27 BSX:US $7 $7Goodyear Tire & Rubber Company 12.03 GT:US $12 $11Hudson City Bancorp Inc 8.29 HCBK:US $8 $8JDS Uniphase Corp 13.50 JDSU:US $14 $12New York Times Company CL A 9.18 NYT:US $8 $9Spectra Energy Corp 31.53 SE:US $27 $30Buy In*100 Shares 8162.00Net Cash * 100 (from buy) 111.00Portfolio Value 30 April 2013 17772.00 / 15214.00 Gain 5.0months16.81%"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 May 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–30 April 2013TSX Value 22K Firms MarketPriceSymbol SF(Risk Price)Stop/LossAimia Inc 15.9 AIM $10 $14Algonquin Power & Utilities Corp. 7.96 AQN $6 $7CAE Inc. ($top-loss sold 26mar) 10.00 CAE $9 $10Cott Corporation 11.07 BCB $8 $9Canfor Corporation 21.04 CFP $10 $18Chartwell Seniors Housing Real Est. Investment Trust 11.41 CSH.UN $7 $10Canexus Corporation 9.43 CUS $7 $9Denison Mines Corp. 1.25 DML $1 $1Dundee Precious Metals Inc. ($top-loss sold12apr) 7.00 DPM $7 $7Enerflex Ltd. 13.9 EFX $12 $13Great Canadian Gaming Corp 9.39 GC $7 $9Heroux-Devtek Inc ($N* sold 04mar) 8.25 HRX $9 $6Dominion (Harry Winston) Diamond Corporation 15.97 DDC $12 $14Manitok Energy Inc 2.63 MEI $1 $2Maple Leaf Foods Inc. 13.32 MFI $11 $13Martinrea International Inc 8.53 MRE $8 $7New Gold Inc. ($N* sold 04mar) 9.59 NGD $10 $8Jean Coutu Group (PJC) Inc. 16.49 PJC.A $13 $15Pason Systems Inc. 17.25 PSI $15 $16Trinidad Drilling Ltd. 7.00 TDG $7 $7Yamana Gold Inc. ($top-loss sold 12apr) 14.00 YRI $15 $14Current Portfolio Value (including dividends) 23854.35Cashout*100 Shares (CAE DPM HRX NGD & YRI) 5607.00New TSX “Likeables” (to replace CAE DPM HRXNGD & YRI)ARC Resources Ltd. 28.16 ARX $25 $25Ensign Energy Services Inc. 16.96 ESI $17 $15Precision Drilling Corporation 8.17 PD $9 $7Buy In*100 Shares 5329.00Net Cash * 100 Shares 278.00Portfolio Value 30 April 2013 (including dividends) 23854.35 / 20235.00 Gain 5.0months17.89%
  3. 3. “Page 3 of 3 May 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–30 April 2013Our 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.Mail 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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