TaxCharityTM 15jul2015

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Page 1 of 17 July 2015 © 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 July 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.
We should not seek equilibriums (biologic death, or precedent to the Big Bang) but must 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 $6.2 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 July 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 take. 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.”
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 bonds7
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.

“
Update
15 July 2015
Our proven “likeables” behaviour fund managers like CPPIB ignore. Politicians demand you must
trust to double-down in their proven failure. There is proof Wall Street8
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 high
and 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'9
as
exit strategy we prefer using, for good reason10
). 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 ones who imprudently
made cash available to the PIIGS group of dodgy customers, the ‘NINJA-borrowers’ of Euro-zone.
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
PIIGS weaker economies of Europe. That story is not over.
Put your tax refunds to good use, invested in making AlphaSmartTM
, Capital Safe, Liquid, risk
averse, Risk Price driven portfolios. Our ‘pending’ list is there, helping you to build your wealth.
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

“
Update
15 July 2015
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 July 2015
NYSE Value 17K Firms 2012 IRA limit Market
Price
Symbol SF
(Risk Price)
Stop/Loss
Buy-ins 01 December 2012 *100 shares each
American Capital Ltd $topLoss sold 11feb14 ACAS:US $13 14.7
Convergys Corp $topLoss sold 18apr CVG:US $20 23.2
First Horizon National Corp StopLoss sold 15apr FHN:US $10 13.9
Ford Motor Co. $topLoss sold 31jan13 F:US $14 16.9
Hercules Offshore Inc StopLoss sold 09dec HERO:US $6 6.3
Host Hotels & Resorts Inc HST:US $19 22.8
Huntington Bancshares Inc $topLoss sold 17apr HBAN:US $9 10.6
Interpublic Group of Cos. ($top-Loss sold 12sep14) IPG:US $17 20.6
KeyCorp ($top-Loss sold 10oct14) KEY:US $12 14.1
LSI Corp $topLoss sold 22apr LSI:US
Manitowoc Company StopLoss sold 15apr MTW:US $22 22.0
MBIA Inc MBI:US $12 12.0
Regions Financial Corp. ($top-Loss sold 16may14) RF:US $10 10.0
Sprint Nextel StopLoss sold 09oct S:US $8 8.4
Teradyne Inc $topLoss Apr 5, 2013 TER:US $16 20.0
(Buy-ins 30apr13)
Boston Scientific Corp. (new $top-Loss 15apr14) BSX:US $13 16.6
Goodyear Tire & Rubber Co. ($topLoss sold 07aug14) GT:US $24 29.1
Hudson City Bancorp Inc $topLoss sold 23sep13 HCBK:US $9 9.6
JDS Uniphase Corp $topLoss sold 15aug JDSU:US $14 14.0
New York Times Co. CL A. ($topLoss sold 23jul14) NYT:US $9 15.0
Spectra Energy Corp $topLoss sold 15Aug SE:US $37 36.6
(Buy-ins 30jun13)
Compuware Corp. ($topLost 11apr14) CPWR:US
MGIC Investment Corp. ($topLoss sold 16jul14) MTG:US $7 9.6
(Buy-ins 30jun13)
Lloyds BankingGroup PLC ADS ($topLost 28mar14) LYG:US $5 5.2
OfficeMax Incorporated (Bought by ODP-05nov2013) OMX:US
Donnelley RR & Sons Company $topLoss sold 18sep13 RRD:US $16 17.9
Sapient Corp $topLoss sold 04feb13 SAPE
(Buy-ins 30jsep13)
Allianz SE. ($16.4 StopLost 05may15) AZSEY:OTC $14 16.4

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Update
15 July 2015
(Buy-ins 15jan14)
LM Ericsson Telephone Co. ($top-Loss sold 07oct14) ERIC:US $11 11.5
International Game Technology $topLoss sold 24jan13 IGT $15 19.2
(Buy-ins 15feb14)
Oracle Corp. ($top-Loss sold 23sep14) ORCL:US $37 42.6
Westmoreland Coal Co. ($top-Loss sold 13oct14) WLB:US $12 36.8
Buy-ins 15apr2014 *100 shares each
Barclays PLC ADS. ($topLoss sold 26jun14) BCS:US $13 16.9
Alcoa Inc. ($top-Loss sold 15oct14) AA:US $14 13.6
Buy-ins 15jun2014 *100 shares each
Brocade Comm. Sys. Inc. ($11.4 StopLost 30apr15) BRCD:US $8 11.4
Buy-ins 15aug2014 *100 shares each
CA Inc. ($top-Loss sold 15oct14) CA:US $27 31.1
Cablevision Systems Corp. ($top-Loss sold 10oct14) CVC:US $17 22.9
Peoples United Financial Inc. ($top-Loss sold 15oct14) PBCT:US $14 14.8
Buy-ins 15mar15 *100 shares each
Barnes Group Inc. ($38.8 StopLost 30jun15) 38.80 B:US $25 38.8
Bloomin' Brands, Inc. ($top-Loss sold 26mar15) BLMN $20 24.0
Boston Scientific Corp 17.73 BSX:US $13 16.6
Juniper Networks Inc. ($top-Loss sold 17apr15) JNPR:US $21 26.0
Pulte Group ($20.6 StopLost 23apr15) PHM:US $11 20.6
Radian Group Incorporated 18.82 RDN:US $13 16.2
Zoetis Incorporated 47.11 ZTS $35 45.3
Aruba Networks Inc. ($24.67 H-P takeover 18may15) ARUN:US $22 23.6
Buy-ins 15may15 *100 shares each
Cisco Systems Inc. ($27.5 $topLost 29jun15) 27.50 CSCO $22 27.5
G4S PLC UNSP ADR. ($21.9 $topLost 15may15) GFSZY:US $19 22.8
Inteliquent Inc. ($17 stopLoss 07jul15) 17.00 IQNT $11 17.0
E Trade Financial Corp 29.51 ETFC:US $18 26.9
Media General Incorporated CL A 16.75 MEG:US $16 15.2
Current NYSE 2012 Portfolio Value
15 July 2015 (including dividends) / 01 December 2012
22201.00 / 15214.00 Gain 31.5
months
45.92%
Net Cash Carried after 15jul2014 Buy-ins *100 shares 138.00
Net Cash * after 100 shares ARUN, GFSZY sales 8330.00
Current Cash 8468.00
Buy-ins 15jul15 *100 shares each
Celldex Therapeutics Incorporated 26.82 CLDX $25 25.8

“
Update
15 July 2015
DR Horton Inc 27.62 DHI:US $24 25.5
Progressive Corp Ohio 30.01 PGR:US $28 $27.2
Net Cash Forward after Buy-ins *100 shares 23.00
Dividends earned 83.60
Total Cash Available 106.60
Current NYSE 2012 Portfolio Value
15 July 2015 (including dividends) / 01 December 2012
22201.00 / 15214.00 Gain 31.5
months
45.92%
ªIncluding total Cash Dividends Income earned 83.60
(Pending Need for Change or investing new Savings)
BB&T Corp 41.59 BBT $38 38.0
CSX Corporation 32.40 CSX $23 34.8
Enanta Pharmaceuticals Incorporated 47.50 ENTA:US $37 42.1
Lenovo Group Limited ADR 24.24 LNVGY:US $24 27.6
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. 23.36 BLMN $22 24.0
CalMaine Foods Inc 52.81 CALM $55 50.0
Cabot Oil & Gas Corp 29.41 COG:US $32 34.1
Xilinx Inc. 42.64 XLNX $45 45.0
USA ROTH/IRA 2013 limit 17800.00
Buy-ins 15sepl2013 *100 shares each
AMN Healthcare Services Inc. (new $top-Loss 15apr14) AHS:US $14 23.6
Booz Allen Hamilton Incorporated $top-Loss 06nov BAH:US $20 27.4
Ciena Corp. ($topLoss 24mar14) CIEN:US $17 21.3
First Horizon National Corp $topLoss sold 08oct13 FHN:US $10 13.9
Genworth Financial Inc. (new $top-Loss 15apr14) GNW:US $16 16.3
Krispy Kreme Doughnuts Inc. $topLoss sold 03dec13 KKD:US $12 22.9
US Airways Group Inc. (N*stoploss 15apr15) AAL/LCC:US $28 48.5
Lousinana-Pacific Corp. ($topLoss 14apr14) LPX:US $13 18.3
Pandora Media Inc. ($topLoss 24mar14) P:US $35 35.1
Radian Group Inc. ($topLoss 11apr14) RDN:US $13 16.2
(Buy-ins 15nov13)
Hillshire Brands Co. ($topLoss 11apr14) HSH:US
Buy-ins 15Jjan2014 *100 shares each
E Trade Financial Corp. (new $top-Loss 15apr14) ETFC:US $18 26.9

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Update
15 July 2015
ABB Ltd. ADS (new $top-Loss 15apr14) ABB:US $22 22.3
AK Steel Holding Corp. ($6 $topLoss 03may14) AKS:US $6 6.4
Aircastle Limited ($18 stopLoss 24apr14) AYR:US $14 23.0
Cisco Systems Inc. ($top-Loss sold 213oct14) CSCO:US $22 27.5
Energy Transfer Equity LP ($62.9 stopLoss 25jun14) 62.90 ETE:US $38 62.9
Media General Inc. CL A (N* stoploss $19 05aug14) MEG:US $16 19.2
WhiteWave Foods Company 49.63 WWAV:US $30 43.3
Frontier Communications Corp. ($6 stopLoss 09oct14) FTR:US $5 7.5
Monster Worldwide Inc. (N* SF drop 05aug14 to $5) MWW:US $6 6.0
Westpac Banking Corp. ADS (N* stoploss $31 15sep14) WBK:US $26 26.1
Magnum Hunter Res. Corp,. ($topLoss sold 05sep14) MHR:US $4 3.9
Polycom Inc. ($topLoss sold 05sep14) PLCM:US $11 12.4
Rite Aid Corp. ($topLoss sold 05sep14) RAD:US $6 7.5
Buy-ins 15sep2014 *100 shares each
Applied Materials Inc. ($topLoss sold 05sep14) AMAT:US $15 22.9
News Corp. . ($topLoss sold 05sep14) NWSA:US $17 16.6
AMN Healthcare Services Incorporated 30.55 AHS $14 23.6
Aircastle Limited 23.78 AYR:US $14 23.0
Convergys Corp 25.83 CVG:US $20 23.2
Corning Inc. ($topLoss sold 25mar15) GLW $21 22.7
Juniper Networks Inc. ($topLoss sold 25mar15) JNPR:US $21 26.0
Burberry Group PLC ADR ($26.9 $topLoss 28apr15) BURBY:US $22 26.9
DR Horton Inc. ($25.5 $topLoss 30apr15) DHI:US $24 25.5
Newfield Exploration Co. (N* $topLoss 15may15) NFX:US $31 35.8
NiSource Inc. ($43.9 $topLoss 02jul15 at 2.545:1 split) 43.90 NI $29 43.9
UBS AG ($20.4 $topLoss 09jul15) 20.40 UBS:US $17 20.4
Western Union Co. ($21.2 $topLoss 16jun15) 21.20 WU:US $16 21.2
USA ROTH/IRA 2013 Portfolio 15 July 2015
(including dividends) / 15 September 2013
28486.90 / 17800.00 Gain 22.0
months
60.04%
Net Cash Forward after Buy-ins *100 shares) 74.00
Net Cash * on $toploss sale ETE NJ UBS WU*100 shares 14840.00
Roche Holding Limited ADR 36.36 RHHBY:US $28 35.6

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Update
15 July 2015
Schwab Charles Corporation 33.65 SCHW:US $18 29.0
Synchronoss Technologies Inc 46.49 SNCR $35 43.9
Zurich Insurance Group ADR 31.70 ZURVY:US $24 29.7
Net Cash Forward after Buy-ins 15jun15 *100 shares) 94.00
28486.90 / 17800.00 Gain 22.0
months
60.04%
There are hundreds of interested small savings investors routinely following these charitable posts
of our proprietary Risk Price (SF) information giving $toploss values as guidance for investor
capital safety, and liquidity hopeful of enjoying the proven tendency 2 of 3 of our “likeables” earn
high AlphaSmart gain in the long term. Keeping in mind preference to have at least eight or more
“likeables” equities in your portfolio below find our continuing charity with a new portfolio
suiting income or IRA 201411
tax sheltered savings. Because we can, you can too!
USA ROTH/IRA 2014 Portfolio 15 September
2014
23000.00 / 23000.00 Gain 0.0
months
0.00%
The AES Corp. ($topLoss sold 08oct14) AES $13 14.4
America Movil S.A.B. de C.V. ADS($topLoss sold 12nov14) AMX:US $21 21.0
CSX Corp. ($topLoss sold 23mar15) CSX $23 34.8
Cablevision Systems Corp. ($topLoss sold 24sep14) CVC:US $17 22.9
Enbridge Energy Partners LP CL A ($topLoss 14oct14) EEP:US $29 38.2
Iron Mountain Inc. ($topLoss sold 26sep14) IRM:US $29 38.3
Itau Unibanco Holdg S.A. ADS ($topLoss sold 25sep14) ITUB:US $15 14.6
NRG Energy Inc. ($topLoss sold 15oct14) NRG:US $30 30.0
Telefonica S.A. ADS ($topLoss sold 02oct14) TEF:US $13 16.8
Aruba Networks Inc. ($24.67 H-P takeover 18may15) ARUN:US $22 23.7
Aircastle Limited 23.78 AYR:US $14 23.0
CA Inc. ($31.1 stoploss 08may15) CA:US $27 31.1
Ciena Corp 24.32 CIEN:US $17 21.3
Fortinet Incorporated 42.14 FTNT:US $21 36.1
Green Plains Incorporated 26.05 GPRE $21 36.3
Masco Corp. (01jul15 1138:1000 split $23.6 N* $topLoss) 25.72 MAS:US $22 25.7
Federated Investors Inc. ($32.5 $topLoss 07jul15) 32.50 FII:US $27 32.5

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Update
15 July 2015
E Trade Financial Corp. 29.51 ETFC:US $18 26.9
DR Horton Inc 27.62 DHI:US $24 25.5
23226.90 / 23000.00 Gain 10.0
months
0.99%
Removal of Quantitative Eating and oil and gas bloat made unusual down-side volatility in all
markets in the autumn, a ‘sea-change’, near all stoplosses were triggered. It is time to recover,
rebuild for gain. The 2014 portfolio had regained more than 2% per month since. The resolution of
who pays for reckless British French Dutch and German banks made loans 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 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 PIIGS weaker economies of Europe. That story is not over.
Net Cash Forward after Buy-ins 15sep14 *100 shares) 49.00
Net Cash * after sale MAS FII*100 shares 5590.00
Maxim Integrated Products Inc. 32.25 MXIM $25 31.3
UBS AG 22.49 UBS:US $22 20.4
Net Cash Forward after Buy-ins 15jun15 *100 shares) 297.00
23226.90 / 23000.00 Gain 10.0
months
0.99%
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.

“
Update
15 July 2015
TaxCharityTM
TSX Portfolios Update List – 15 July 2015
TSX Value 22K Firms 2012 RRSP Tax
Shelter Limit Used - $20,235.00
Market
Price
Symbol SF
(Risk Price)
Stop/Loss
Buy-ins 01 December 2012 *100 shares each
Aimia Inc ($topLoss sold 27feb14) AIM $15 $14.5
Algonquin Power & Utils Corp. ($topLoss 15aug13 AQN $9 $9.6
CAE Inc. ($top-loss sold 26mar) CAE $9 $11.1
Cott Corporation ($top-loss sold 01may) BCB $13 $14.7
Canfor Corporation ($top-loss 27mar14) CFP $18 $27.4
Chartwell Seniors Housing Real Est. Investment Trust CSH.UN $10 $12.2
Canexus Corporation CUS $7 $7.1
Denison Mines Corp. ($N* sold 15nov) DML $2 $1.9
Dundee Precious Metals Inc. ($top-loss sold12apr) DPM $5 $5.0
Enerflex Ltd. ($top-loss 22sep14) EFX $19 $18.7
Great Canadian Gaming Corp. 23.94 GC $14 $21.5
Heroux-Devtek Inc ($N* sold 04mar) HRX $9 $11.8
Dominion (Harry Winston) Diamond Corporation DDC $15 $21.9
Manitok Energy Inc. ($top-loss sold 15sep) MEI $3 $2.8
Maple Leaf Foods Inc. ($top-loss 15oct14) MFI $14 $21.7
Martinrea International Inc ($top-loss sold 20sep) MRE $10 $13.1
New Gold Inc. ($N* sold 04mar) NGD $6 $6.0
Jean Coutu Group (PJC) Inc. ($25.6 stopLost 22apr15) PJC.A $18 $25.6
Pason Systems Inc. ($top-loss 04nov14) PSI $21 $21.2
Trinidad Drilling Ltd. TDG $9 $8.7
Yamana Gold Inc. ($top-loss sold 12apr) YRI $8 $8.0
ARC Resources Ltd. ($top-loss 08oct14) ARX $31 $31.2
Ensign Energy Serv. Inc. (N* stoploss $17 05aug14) ESI $13 $13.0
Precision Drilling Corp. ($top-loss 22sep14) PD $10 $10.0
NuVista Energy Ltd. ($top-loss sold 20sep) NVA $8 $10.7
Air Canada ($top-loss sold 20sep) AC.B $6 $11.0
Hudsons Bay Company ($top-loss sold 23jan) HBC $18 $25.5
Leon's Furniture Ltd. ($top-loss 20sep14) LNF $14 $17.8
Ballard Power Systems Inc. ($top-loss sold 16dec14) BLD $2 $2.5
Buy-ins 15nov2013 *100 shares each
Ainsworth Lumber Co. Ltd. ($top-loss sold 15may) ANS $3
Buy-ins 15dec2013 *100 shares each
Acadian Timber Corp. ($top-loss sold 14oct14) ADN $12 $17.8
Buy-ins 15feb2014 *100 shares each
First Quantum Minerals Ltd. (N* sold 14mar) FM $22 $22.0

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Update
15 July 2015
Progressive Waste Soltns Ltd. ($34.4 stopLost 20apr15) BIN $29 $34.4
Pengrowth Energy Corp. (N* stoploss $7 05aug14) PGF $5 $5.0
Canadian Energy Serv`s Corp * (stopLost 16sep14) CEU $8 $8.4
Semafo Inc. ($top-loss sold 16dec14) SMF $3 $4.4
Canadian Oil Sands Ltd. ($top-loss sold 08sep) COS $20 $20.3
Extendicare Inc. ($top-loss sold 16dec14) EXE $7 $7.5
RONA Inc. ($top-loss sold 12dec14) RON $12 $15.2
Alimentation Couche-Tard Inc. 57.40 ATD.B $28 $43.3
Canadian Utilities Ltd. (stopLost 25mar15) CU $40 $40.0
Calloway REIT. (N* rise stoplost 15may15) CWT.UN $25 $30.6
MTY Food Group Inc. ($32.6 stopLost 07may15) MTY $25 $32.6
Ritchie Bros Auctioneers Inc. 34.69 RBA $24 $32.9
TELUS Corporation ($40.9 stopLost 05may15) T.TO $30 $40.9
Alaris Royalty Corp. ($31.6 stopLost 25may15) AD $32 $33.9
Element Financial Corporation 19.73 EFN $12 $16.6
CGI Group ($50.7 stopLost 18jun15) 50.70 GIB.A $41 $50.7
Gildan Activewear Inc. 43.29 GIL $30 $35.3
Intertape Polymer Group Incorporated 19.92 ITP $10 $17.7
MTY Food Group Inc. ($32.6 stopLost 16jun15) 32.60 MTY $25 $32.6
TSX 2012 Portfolio Value 15 July 2015 (including
dividends) / 01 December 2012
29314.10 / 20235.00 Gain 31.5
months
44.87%
Net Cash Carried after *100 shares Buy-ins 15mar2014 308.00
Net Cash * after 100 shares (stoploss sold AD) 8330.00
Fortis Inc. 37.20 FTS 36.0 36.1
National Bank of Canada 46.74 NA 42.0 45.6
Net Cash Carried after *100 shares Buy-ins 244.00

“
Update
15 July 2015
TSX 2012 Portfolio Value 15 July 2015 (including
dividends) / 01 December 2012
29314.10 / 20235.00 Gain 31.5
months
44.87%
(Pending Need for Change or investing new Savings)
Emera Incorporated 41.79 EMA 40.0 40.3
Northland Power Inc. 16.23 NPI 15.0 18.7
Restaurant Brands International Incorporated 51.45 QSR 48.0 50.3
Superior Plus Corp. 12.77 SPB 12.0 12.3
Thomson Reuters Corporation 49.48 TRI 45.0 47.9
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. 13.74 ARE $14 14.0
Artis Real Estate Investment Trust 12.44 AX.UN $13 $13.0
Crombie Real Estate Investment Trust 29.90 CRR.UN $30 $34.8
Inter Pipeline Fund 32.39 IPL.TO $34 $34.3
Peyto Exploration & Development Corp. 2.19 PEY $1 $2.4
Potash Corporation of Saskatchewan Inc. POT
Sinopec Shanghai Petrochemical Co.Ltd ADR SHI
Western Forest Products Inc. WEF
Canadian 2013 RRSP limit 23820.00
Catamaran Corporation ($top-loss sold 18sep) CCT $59 $68.2
CML HealthCare Inc. (Bought by LifeLabs 01oct13) CLC
Celestica Inc. (stopLost 24jul14) CLS $10 $14.4
Hudsons Bay Company $top-loss seold 23jan HBC $18 $25.5
Home Capital Group Inc. ($topLost 15oct14) HCG $40 $49.6
Franco-Nevada Corp. ($topLost 31oct14) FNV $58 $64.1
Gluskin Sheff & Associates Inc ($N* sold 15nov) GS $24 $29.8
Buy-ins 15oct2013 *100 shares each
Calfrac Well Services Ltd. ($topLost 19sep14) CFW $17 $17.3
Pacific Rubiales Energy Corp. N* $top-loss sell 15feb PRE $15 $15.0
Buy-ins 15nov2013 *100 shares each
Aecon Group Inc. ($topLost 08sept14) ARE $14 $14.0
Nordion Inc. (bought out by Sterigenics 08aug14) NDN
Buy-ins 15dec2013 *100 shares each
Resolute Forest Products Inc. ($topLost 14apr) RFP $18 $17.7
Buy-ins 15feb2014 *100 shares each
Acadian Timber Corporation ($topLost 27mar) ADN $12 $17.8
Altius Minerals Corp. (stopLost 10mar) ALS $9 $14.5
ATS Automation Tooling Sys’s Inc. (stopLost 14aug14) ATA $10 $14.0

“
Update
15 July 2015
Transcontinental Inc. ($topLost 02oct14) TCL.A $12 $17.2
Bankers Petroleum Ltd. (stopLost 14aug14) BNK $4 $4.2
Superior Plus Corp. ($topLost 23sep14) SPB $12 $13.3
Pan American Silver Corp. (stopLost 14aug14) PAA $15 $15.0
RioCan REIT ($topLost 16sep14) REI.UN $24 $29.0
First Capital Realty Inc. ($topLost 09jan15) FCR $17 $19.7
Whitecap Resources Inc. ($topLost 19sep4) WCP $15 $15.0
Fortis Inc. ($39.1 stopLost 16apr15) FTS 35 39.1
Great Canadian Gaming Corp. 22.82 GC $14 $21.5
CGI Group ($50.7 stopLost 08jun15) GIB.A $41 $50.7
Metro Inc. 35.23 MRU $21 $32.9
The North West Company Inc. ($25.2 stopLost 16apr15) NWC $22 $25.2
Jean Coutu Group (PJC) Inc. ($25.6 stopLost 22apr15) PJC.A $18 $25.6
Parkland Fuel Corp. ($24.5 stopLost 12jun15) PKI $19 $24.5
Restaurant Brands Intl Inc. ($topLost 23mar15) QSR $48 $50.3
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. 37.05 GWO $28 $35.0
Quebecor Inc. ($31.4 stopLost 05jun15) QBR.B $24 $31.3
RONA inc. ($15.2 stopLost 18jun15) 15.20 RON $12 $15.2
Thomson Reuters Corp. ($47.9 stopLost 09jun15) TRI $45 $47.9
Davis + Henderson Corp. ($39.2 stopLost 30jun15) 39.20 DH $28 $39.2
Industrial Al Ins. Fin. Srvs. Inc. ($42.9 stopLost 17jun15) 42.90 IAG $39 $42.9
Saputo Inc. ($30.6 stopLost 29jun15) 30.60 SAP $29 $30.6
TELUS Corporation 44.77 T $30 $38.9
2013 TSX Portfolio Value 15 July 2015 (including
dividends) / 15 September 2013
27509.10 / 23820.00 Gain 22.0
months
15.49%
Net Cash Carried after *100 shares Buy-ins 15apr2014 137.00
Net Cash on $topLoss sales QSR *100 shares 12790.00
The North West Company Inc. 26.47 NWC 25.0 25.2
Power Corporation of Canada 32.41 POW 32.0 31.4

“
Update
15 July 2015
Power Financial Corporation 35.60 PWF 34.0 34.5
Toromont Industries Ltd. 31.82 TIH 26.0 30.7
Net Cash Carried after *100 shares Buy-ins 297.00
2013 TSX Portfolio Value 15 July 2015 (including
dividends) / 15 September 2013
27509.10 / 23820.00 Gain 22.0
months
15.49%
There are hundreds of interested small savings investors routinely following these charitable posts
of our proprietary Risk Price (SF) data giving $toploss values as guidance for small investor
capital safety, and liquidity hopeful of enjoying the proven tendency 2 of 3 of our “likeables” earn
high AlphaSmart gain in the long term. Keeping in mind preference to have at least eight or more
“likeables” equities in your portfolio below find our continuing charity with a new portfolio
suiting income or RRSP 201412
tax sheltered savings. Because we can, you can too.
2014 TSX “Likeables” Portfolio Value
15 September 2014 (including dividends) / 15 September
2014
24270.00 / 24270.00
Alaris Royalty Corp. ($topLost 22sep14) AD 32 33.9
Black Diamond Group Ltd. ($topLost 29sep14) BDI 28 28.2
Canadian Apart. Prope.REIT ($27.5 stopLost 12may15) 27.50 CAR.UN 26 28.2
Cameco Corp. ($topLost 07oct14) CCO 27 27.1
Encana Corp. ($topLost 14oct14) ECA 20 20.3
Enbridge Income Fund Hldg Corp. ($topLost 23sep14) ENF 35 39.2
First Quantum Minerals Ltd. ($topLost 19sep14) FM 22 22.0
Suncor Energy Inc. ($topLost 24sep14) SU 39 39.0
Trican Well Service Ltd. ($topLost 19sep14) TCW 12 12.0
Fortis Inc. ($39.1 stopLost 16apr15) FTS 35 39.1
Goldcorp Inc. ($N* stopLost 15may15) G 40 40.0
Great-West Lifeco Inc. 37.05 GWO 28 35.0
Manulife Financial Corp. 23.54 MFC 21 21.3
Maple Leaf Foods Inc. 23.95 MFI 14 21.7
Power Corp. of Canada ($32.1 stopLost 14may15) POW 32 32.1
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 25.5
Power Financial Corp. ($36 stopLost 29may15) PWF $34 36.0

“
Update
15 July 2015
Ritchie Bros Auctioneers Inc. 34.69 RBA $24 32.9
Toromont Industries Ltd. 31.82 TIH $26 $30.7
Progressive Waste Sltns Ltd. ($33.4 stopLost 29jun15) 33.40 BIN $29 $33.4
Intertape Polymer Group Incorporated 19.92 ITP $10 $17.7
Norbord Inc. ($26.1 stopLost 29jun15) 26.10 NBD $26 $26.1
15 July 2015 (including dividends) / 15 September 2014
23326.90 / 24270.00 Gain 10.0
months
95.26%
Net Cash Carried after *100 shares Buy-ins 15may2015 75.00
Net Cash on $topLoss sales *100 shares 8150.00
Net Cash Carried for *100 shares Buy-ins 8225.00
CI Financial Corp. 34.06 CIX 30.0 33.3
Parkland Fuel Corporation 24.28 PKI 19.0 23.5
Net Cash Carried after 15jun2015 *100 shares Buy-ins 89.00
15 July 2015 (including dividends) / 15 September 2014
23326.90 / 24270.00 Gain 10.0
months
95.26%
Removal of Quantitative Eating combined with oil and gas bloat has made unusual down-side
volatility in all markets, a ‘sea-change’, of stoplosses were triggered again. The TSX has still not
regained its September 2014, level and now 820 points below, by some -5.30%. This TSX 2014
portfolio has regained faster and resisted declines in the TSX. Our tight $toploss values reduce risk
of loss. Most stopped out just rebound. Stoploss is a simpler approach than skimming for collaring
options to protect your capital. That 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 $toploss values to recover, but
rebuild for gain when calmer markets return.
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 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 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 mysticism13
as circular
logic is a spinning topic. Any tautology is just repetition until it appears to be logical. As we have

“
Update
15 July 2015
shown all they trade in is luck, 1.03 to 1 is just a coin-toss14
. 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.
What is the alternative to those Artful Dodgers so busy just blowing bubbles15
with cash from your
wallet16
? 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 can17
.
In our Modal Geometry18
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 process19
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

“
Update
15 July 2015
450 538-1270
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://www.daf.fm/video/prof-otmar-issing-das-buch-zur-eurokrise-und-der-politik-der-ezb-50156039.html
8
http://riskwerk.com/2013/11/15/bn-cpwr-compuware-corporation/
9
http://riskwerk.com/2014/07/29/pi-the-process-option-pricing/
10
http://riskwerk.com/2013/08/10/the-sp-tsx-hangdog-market-3/
11
http://www.irs.gov/Retirement-Plans/Retirement-Plans-FAQs-regarding-SEPs
12
http://www.cra-arc.gc.ca/limits/
13
http://riskwerk.com/2014/03/07/pi-sanctification/
14
http://www.slideshare.net/HansGoetze/running-markets-without-walras-and-schumpeter
15
http://riskwerk.com/2013/10/14/asset-bubbles-day-october-14-2013/
16
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
17
http://www.slideshare.net/HansGoetze/the-grail-and-the-goat-portfolios
18
“The Modal Geometry of the Firm and the Balance Sheet Worth of the Trading Connections”, 2006, unpublished but available
from the author.
19
http://riskwerk.com/2014/03/15/pi-the-process/

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