BookBuilderTM update to keep it yours 31oct13

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BookBuilderTM update to keep it yours 31oct13

  1. 1. “ Defending Your Capital BookBuilder™ is about Simply Keeping It, Yours 31 October 2013 Update "for the value of money is also perishable." Jean-Baptiste Say , 1803 What investors expect of financial products is a way to secure their hard earned savings while growing their wealth. The circularity of ‘investment talk’ is what Alice gets at the Tea Party. “Take some more tea,” the March Hare said to Alice very earnestly. “I’ve had nothing yet,” Alice replied in an offended tone: “so I ca’n’t take more.” “You mean you ca’n’t take less,” said the Hatter: “it’s very easy to take more than nothing.” Pretty much, they have taken it all before you arrived. “Alice, meet Dr. Artful Dodger.” Our BookBuilderTM portfolios aim at building the children's education fund so they do not leave school burdened like a borax mule with vitality sapping debt. Build your own deal book. Run your online trading income account with our “likeables” because you need "to save your own bacon." BookBuilder™ is about Simply Keeping It, Yours. Keeping it yours is your intention when you save. We enable you to build value. Build your own deal book in your online trading account to keep your capital safe and growing in value. Keep your money and obtain a hopeful return, yours. The calculated Risk Price (SF) is provably the least stock price at which the company is “likeable” determined by “risk aversion”. We want to keep our money and obtain a hopeful return above the rate of inflation; our “likeable” stocks portfolios demonstrate this property. Holding on to the value of what you have created is fundamental. Ancient wisdom tells us the feast we enjoy today will very possibly move off our table. You build for a hope filled future when you have enough to do what is in your heart and skills to take-on doing for yourself. Cash only has a temporary value that time erodes. Cash is powerful only when it is engaged in business processes creating more wealth, adding value. Cash must be invested to hold and grow, by adding value. The financial products industry is an industry that covets spending your savings for themselves. They do not see your pocket as their restraint, rather their opportunity. Do not loan them your pocket-book on empty promises they have never delivered. Avoid these traps laid by financial products conspiring to artfully exploit the small investor of hard-won savings. These Artful Dodgers are just skilled pick-pockets in suits they bought with your cash. Avoid these ‘Goats’ that come to just eat your grass, graze your wallet, and leave. What is the alternative for the small investor? We shun the likely rude wealth takers among corporate fiction doppelgängers under management that are not “likeables” because we reasonably identify those and shun them. Ours is proven investment method. BookBuilder™ is your portfolio of just our lowest cost "likeables" our methods identify. Because we can, this is our proprietary information given freely in charity to enable small investors to keep their savings growing into their wealth. Our method is proven in long term portfolios earnings consistently exceed inflation. Grow your savings for children’s tuition, retirement income or nest building. Because you need "to save your own bacon" run your own online trading account. Page 1 of 6 October 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.
  2. 2. “ Defending Your Capital BookBuilder™ is about Simply Keeping It, Yours 31 October 2013 Update To successfully invest you need to Know What You Have and only Have What You Know. That defends your capital. That lets your capital grow in value outpacing inflation. Our "likeables" are based in our new fundamentals, the Risk Price (SF) of the company is our known. That is from our new theory of the firm1 arising in law and philosophy of corporations we have proven logically and mathematically consequences, our new fundamentals. BookBuilder™ is another case for proving our point. Our $topLoss setting just makes it simple for the small investor. Conventional investment "fundamentals" are based in price and projected earnings projections offered as 'fundamentals' theory of the firm for investment guidance is mostly unchanged since 19342, Graham and Dodd made a nice step, but half-measure. Noise and gossip drive price and earnings. Fleeting and unreliable measures, expectation, just prideful talk, external values to running the corporation. The entire investment industry chatter is based in such flotsam riding the tumultuous waves of their own noise. Price has no mass, and earnings are most often misleading just a Punch and Judy puppet-show that can be and often are manipulated in newsy reports. Our "likeables" are determined by internal realities of corporate debt. How the firm manages its debt is at the core of our new theory of the firm. Debt-financing and obligation is the essential issue of corporations’ framework from the inception of their legal structure as 'fictitious persons' under management in the 1830s (under protests of manager agency potent moral hazard). How debt structures feed a business idea and are managed is integral to the firms’ success, solvency or ruin. Risk Price is based on debt structures integral to the firm exposed in its balance sheet. We can bore on about corporate philosophy legalities logic and mathematics but those results we obtain are proven consequences of those "likeables" we uniquely identify. Real intelligence investors need3. The "likeables" are ‘Grail’ portfolio builders investors need. These provide capital safety obtained by AlphaSmart gains while protecting the downside and always remain liquid as cash, only better by growing value in the long term. The firms with compromised debt structure under management we reasonably call ‘Goats’ just eat your grass, graze your wallet, and leave. We shun these likely rude wealth takers, under management. Our “likeables” investors tend to very strongly like, and bid up "likeables" stock price beyond the Risk Price. That behaviourial consequence is very likeable, as 2 of 3 tend to gain and continue gaining in price for the long term. That is what investors need to know, both small and large. BookBuilder™ is another case proving our point with just the "likeables" lowest cost equities which suits the needs of the small investor. By setting the $topLoss on each, the 1 of 3 ‘laggards’ will be cut before they damage capital safety while the rest continue to make substantial gains. That tendency "likeables" have consistently shown. The capital released from those ‘laggards’ cut should be reinvested in newly emerging "likeables" as become evident with new balance sheet information. By reinvesting cash to capital the portfolio grows in value through the long term while always remaining "as good as cash" being liquid when that time comes as you need it as cash. Equities trading above our benchmark Risk Price are those investors tend to like. Two of three continue to rise due investors’ preference. These are “likeables” revealed by their Risk Price. Page 2 of 6 October 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.
  3. 3. “ Defending Your Capital BookBuilder™ is about Simply Keeping It, Yours 31 October 2013 Update There was flip-flop in October as the big guys institutions, endowments, pension, insurance and banks portfolio managers abused your massive holdings they claim in your name on news and gossip. Confused response of 50 to 100 point swings day after day until they got “surprising” news on FED QE, even as Q2 2.5% GDP growth. Baseless gambling with your money always for their “reasons” that do not help you, after they pay themselves, first,. The rumours ping-ponged with continued misjudging the FED Chairman, as if the media did not read or connect dots. “Quantitative Easing will continue until 6.5% unemployment is obtained.” Despite strong 2.5% Euro Canadian and US GDP growth, still jobs creation has stalled, along with Congressional leadership overwrought on fugitive tales from their dog-walkers. The market mavens pushed ahead levels Our underlying fundamentals of these firms managing debt structure are the same. That taper-talk was just hot-air, market newspeak-easy delusions, volatile tales wagging dogs. They follow gossip. Convictions they have, and more pending, but no reasons can they offer. However our very reasonable “likeables” have lead to 67.86% gains on 11 months. That is proof! Cash must be engaged to gain value so expand your portfolio. With a little new savings you have earned and set aside you might have added, JetBlue Airways Corporation, JBLU, and Compuware CPWR. You can also add the new rising “likeables” of August, Genworth Financial Inc. (GNW); Lloyds BankingGroup PLC ADS (LYG); and, OfficeMax Incorporated (OMX) to your portfolio. This will have gained 19.30% for you on these two months, ready for riding through more waves from Congress. Cash on balance sheets will eventually be allocated to new demand and jobs. The TSX is modestly rebounding following summer doldrums. The TSX BookBuilderTM has given 31.38% on 11 months with 11.92% coming in the last six months. New balance sheet database sees no portfolio position changes necessary. To add new savings you had CAE to which we added “likeables” CML HealthCare Inc. (CLC.TO); Celestica Inc. (CLS.TO); and, Hudsons Bay Company (HBC.TO) for new savings you had ready for this year’s TFSA or RRSP allowed deductions. That did well gaining 7.15% on these two months. New “likeables” NDN, NPI and WEF have emerged. Cash only has a temporary value that time erodes, cash erosion is not good. Cash is powerful only when it is engaged in the business process of creating more value and adding more wealth. Cash must be invested as capital to hold and grow value. Our view is risk averse; less risk for more reward sounds strange but “likeables” prove works Let others chase the gamblers’ risk/reward model that rarely works. Our charity shares our proprietary information to small investors. But you can be charitable. Consider passing-on our charity by donating our usual fee to social charity. In the meantime enjoy our charity in public service providing BookBuilderTM portfolios, because we can. Use this “likeables” information for the small investor to stand up and save your own bacon. Set the $topLosses and get on with earning income from the business you know best. BookBuilderTM Portfolios Update List – 31 October 2013 NYSE BookBuilderTM "likeables" Firms Page 3 of 6 Market Symbol October 2013 © Copyright StockTakers Limited, All Rights Reserved. Copying Prohibited. The author does not provide investment advice. In order to use reproduce or convey the material herein, in any way, written agreement must be obtained from the author or its agent Architypes Inc. StockTakers Limited is an Alberta corporation providing information on “likeables” equities. StockTakers Limited encourages your seeking tax law advisor for capital gains tax dispositions. SF Stop/Loss
  4. 4. “ Defending Your Capital BookBuilder™ is about Simply Keeping It, Yours 31 October 2013 Update (Risk Price) Price Boston Scientific Corp Hudson City Bancorp Inc Huntington Bancshares Inc LSI Corp Micron Technology Inc Mitsubishi UFJ Financial Group Inc ($topLoss sold 24may) MGIC Investment Corporation Office Depot Inc Regions Financial Corp Sprint Nextel Sirius XM Radio Inc. (NASDAQ) BSX HCBK HBAN LSI MU MTU MTG ODP RF S SIRI $7 $8 $6 $6 $9 $7 $5 $4 $6 $5 $1 $10 $9 $8 $7 $14 $6 $6 $4 $8 $6 $4 7.91 FIATY $6 $7 11.69 8.98 8.8 8.48 17.68 6.00 8.14 5.59 9.63 6.00 3.77 Buy-ins 31Jul2013 Fiat SPA ADR Current Portfolio Value *100 Shares (incl. 9155.00 /7049.00 Dividends) Net Cash * 100 (after buying FIATY) Portfolio Value /(including dividends) 61.00 9155.00 /7049.00 31 October 2013 / 30 April 2013 Gain 6.0 months 29.88% Gain 6.0 months 29.88% New NYSE “Likeables” (to replace $topLoss sold) (Pending Need for Change or investing new Savings) Lenovo Group Limited ADR Western Union Company Potential new Portfolio Buyins *100 shares 21.42 LNVGY:US 17.02 WU:US 4838.00 /4397.00 (including dividends) 31 October 2013/31 August 2013 JetBlue Airways Corporation (DJTrans) Compuware Corp Genworth Financial Inc Lloyds BankingGroup PLC ADS OfficeMax Incorporated Potential new Portfolio Buyins *100 shares 7.09 10.68 14.53 5.03 14.98 JBLU CPWR GNW:US LYG:US OMX:US 5246.00 /4397.00 (including dividends) 31 October 2013/31 August 2013 Engage “likeables” and save your own bacon. Page 4 of 6 October 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. $21 $18 Gain 2.0 months $6 $10 $12 $4 $10 Gain 2.0 months $20 $17 19.30% $6 $9 $11 $4 $9 19.30%
  5. 5. “ Defending Your Capital BookBuilder™ is about Simply Keeping It, Yours 31 October 2013 Update TSX BookBuilder TM "likeables" Firms Algonquin Power & Utilities Corp (Stoploss 020jun) Canexus Corporation (StopLoss sold 08aug13) Denison Mines Corp. Enerflex Ltd. Manitok Energy Inc Maxim Power Corp (StopLoss sold 27jun13) Martinrea International Inc Precision Drilling Corporation Superior Plus Corp. (N* decline sold 30sep13) Trinidad Drilling Ltd. Market Price Symbol SF Stop/Loss (Risk Price) $6 $7 $1 $12 $1 $3 $8 $9 $13 $7 $7 $8 $1 $12 $2 $3 $9 $8 $10 $7 8.54 BCB $8 $7 5.73 AC.B.TO $2 $3 1.41 BLD 3.86 MXG 7.84 SVY $1 $3 $7 $1 $3 $7 7.00 8.00 1.15 14.77 2.6 2.98 11.05 11.03 11 10.1 AQN CUS DML EFX MEI MXG MRE PD SPB TDG Buy-ins 31Jul2013 Cott Corporation Buy-ins 31Aug2013 Air Canada Buy-ins 30Sep2013 Ballard Power Systems Incorporated Maxim Power Corp Savanna Energy Services Corp. Portfolio Value 30 September 2013 (including 8253.00 /7445.00 dividends) 31 October 2013 /30 April 2013 Net Cash * after 100 Shares Buy-ins 30Sep2013 Gain 6.0 months 11.92 % 445.00 New Portfolio Buyins *100 shares 31 August 2013 CAE Inc. CML HealthCare Inc. Celestica Inc. Hudsons Bay Company Leon's Furniture Limited New Portfolio Buyins *100 shares 11.95 10.75 11.45 19.79 13.23 CAE:TO CLC.TO CLS.TO HBC.TO LNF.TO 6731.40 /6282.00 31 October 2013 /31 August 2013 $9 $9 $10 $16 $12 Gain 2.0 months $10 $9 $10 $16 $12 7.15% (Pending Need for Change or investing new Savings) Nordion Inc. Northland Power Inc. Western Forest Products Incorporated 8.63 NDN.TO 16.52 NPI.TO 1.49 WEF.TO Engage “likeables” and save your own bacon. Page 5 of 6 October 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. $8 $15 $1 $8 $14 $1
  6. 6. “ Defending Your Capital BookBuilder™ is about Simply Keeping It, Yours 31 October 2013 Update 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" found in the market. Equities that tend to hold their value and gain are better than cash. We like Capital Safety and Liquidity because we have consistently proven that works. What is essential in your portfolios is that you buy a full complement of at least eight or preferably more equities at any time (preferably in equal blocks of 100 shares for 'collaring options' as exit strategy to maximize gains, often continuing to hold through volatility and earning more gains). Tendency for gain is not the same as pin-the-point on the mule as most encourage or seek. Let others chase the gamblers’ risk/reward model. Good reason knows that rarely works but you can be charitable and buy a lottery ticket that donates support to community sports and arts, like buying a raffle ticket at the Strawberry Social. Our charity shares our proprietary information to small investors. Consider passing-on our charity by designating our normal fee portion to social charity. Our reasons for having any equity in our portfolios are clear, concise and consistent, “likeables” are equities shown valued by market investors, tending to continuing gain, which investors have demonstrated determination to buy and hold the stock at prices above the price of risk. “AlphaSmart gains, Capital Safety and Liquidity” works as we have consistently proven. Know What You Have, and only, 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 1 E. Goetze, The Modal Geometry of the Firm and Worth of the Trading Connections, 2009 B. Graham and D. Dodd, Security Analysis, 1934, and, The Intelligent Investor, 1949 3 http://riskwerk.com/2013/05/18/the-real-intelligent-investor/ 2 Page 6 of 6 October 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.

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