TaxCharitytm 15mar2015

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Page 1 of 13 March 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 March 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.
It is timeless fact economic theory conventions do not grasp. Economies grow because they achieve
our intended function of adding value. That is a 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 providing their
means to cash liquidity business processes need? It is an ‘industry’
that takes more value than it makes. The 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 their
pleasure. How is your nest egg investment in their retirement plan scheme doing in their hands?
They will retire, 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.
These market mavens are ‘surprised’ yet again. Last year US markets rebounded particularly well
fed on ‘Quantitative Eating’ courtesy of the Federal Reserve. Consumers are demanding, firms are
"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

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Update
15 March 2015
not reversing their balance sheets. 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 DJI3
. and The Counter Culture: Case for a Can Opener4
. 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 oxymoron5
. 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 more than pretense. 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 is only their creative fiction. Seemingly, certification
requires intensive study in the key tools of Rhetoric - Adumbration,
Subterfuge, Mystification and Derogation. 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 bonds6
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; bond
debt will not spare market volatilities continued eroding your wealth. We help, because we can.
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 Street 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 but our 2012 TSX “likeables” sits at 40.83% gain in 27.5 months just below our usual
average IRR. Our vibrant NYSE 2012 “likeables” portfolio slipped to 124.66%, though that is well

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Update
15 March 2015
beyond our average IRR expectation even as such volatility as Quantitative Eating feast was
withdrawn with gas and oil-bloat impacting mavens bicarbonate supply.
More proof is 18 month gain of 52.85% in our 2013 ‘likeables’ NYSE portfolio despite sharp
volatility. Commodity driven volatility, in oil and minerals prices, peeled away near half the gains
as our TSX portfolio slipped to 17.79%. All of our TaxCharityTM
portfolios need substantive
change due stoploss protecting your capital from market mavens created down-side volatility. You
held your capital safe, as the markets gyrated on gossip the real economy charged-on positively.
What 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' as exit
strategy, as we prefer using). 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 shows that rarely works.
The new 2014 portfolios got slammed into that storm of market volatility. Stoploss settings held
most of your capital safe. Now after a six month hiatus we set the path of buy-ins to renew gaining.
Our older portfolios had hard setbacks due to market mavens’ gossip early in 2014. Patience and
slow trading, relaxed even, our risk averse method gains over the longer term, as we prove.
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
additional $5,500 catch-up contribution, and up to $52,000 in 2014 for SEP and SOLOs, we
utilized $23,000. Canadians can shelter $24,270.00 of their income in 2014. Extending our
proprietary information as charity to suit small investors’ needs our BookBuilderTM
invests in your
children’s education TaxCharityTM
your retirement and income needs, because we can, so you can.
TaxCharityTM
Portfolios Update List – 15 March 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 $62 $61.5
Convergys Corp $topLoss sold 18apr CVG:US $20 $20.4
First Horizon National Corp StopLoss sold 15apr FHN:US $12 $13.4
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 $10 $10.0
Interpublic Group of Cos. ($top-Loss sold 12sep14) 19.00 IPG:US $17 $20.6
KeyCorp ($top-Loss sold 10oct14) 13.00 KEY:US $12 $13.5
LSI Corp $topLoss sold 22apr LSI:US

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Update
15 March 2015
Manitowoc Company StopLoss sold 15apr MTW:US $22 $22.0
MBIA Inc MBI:US $8 $13.6
Regions Financial Corp. ($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 $19.8
(Buy-ins 30apr13)
Boston Scientific Corp. (new $top-Loss 15apr14) BSX:US $13 $14.9
Goodyear Tire & Rubber Co. ($topLoss sold 07aug14) GT:US $24 $25.3
Hudson City Bancorp Inc $topLoss sold 23sep13 HCBK:US $9 $9.5
JDS Uniphase Corp $topLoss sold 15aug JDSU:US $14 $14.02
New York Times Co. CL A. ($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 $8 $8.2
(Buy-ins 30jun13)
Lloyds BankingGroup PLC ADS ($topLost 28mar14) LYG:US $5 $4.6
OfficeMax Incorporated (Bought by ODP-05nov2013) OMX:US
Donnelley RR & Sons Company $topLoss sold 18sep13 RRD:US $16 $17.4
Sapient Corp $topLoss sold 04feb13 SAPE
(Buy-ins 30jsep13)
Allianz SE. 16.40 AZSEY:OTC $14 $16.38
(Buy-ins 15jan14)
LM Ericsson Telephone Co. ($top-Loss sold 07oct14) 12.00 ERIC:US $11 $12.7
International Game Technology $topLoss sold 24jan13 IGT $15 $19.2
(Buy-ins 15feb14)
Oracle Corp. ($top-Loss sold 23sep14) 39.00 ORCL:US $36 $42.6
Westmoreland Coal Co. ($top-Loss sold 13oct14) 34.00 WLB:US $12 $36.8
Buy-ins 15apr2014 *100 shares each
Barclays PLC ADS. ($topLoss sold 26jun14) BCS:US $13 $16.94
Alcoa Inc. ($top-Loss sold 15oct14) 14.00 AA:US $14 $15.8
Buy-ins 15jun2014 *100 shares each
Brocade Comm. Sys. Inc. 11.96 BRCD:US $7 $11.0
Buy-ins 15aug2014 *100 shares each
CA Inc. ($top-Loss sold 15oct14) 26.00 CA:US $26 $31.1
Cablevision Systems Corp. ($top-Loss sold 10oct14) 17.00 CVC:US $17 $19.0
Peoples United Financial Inc. ($top-Loss sold 15oct14) 14.00 PBCT:US $13 $14.3
Current NYSE 2012 Portfolio Value
15 March 2015 (including dividends) / 01 December 2012
22466.40 / 15214.00 Gain 27.5
months
47.67%

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Update
15 March 2015
Net Cash Carried after 15jul2014 Buy-ins *100 shares 125.00
Net Cash * after 100 shares stoploss sales 18800.00
Current Cash 18925.00
Buy-ins 15mar15 *100 shares each
Barnes Group Incorporated 39.95 B:US $25 $36.7
Bloomin' Brands, Inc. 24.56 BLMN $22 $24.0
Boston Scientific Corp 16.61 BSX:US $13 $14.9
Juniper Networks Inc 23.43 JNPR:US $21 $23.8
Pulte Group 21.05 PHM:US $11 $20.6
Radian Group Incorporated 16.32 RDN:US $13 $14.9
Zoetis Incorporated 46.45 ZTS $35 $43.3
Net Cash Forward after Buy-ins *100 shares 88.00
Current NYSE 2012 Portfolio Value
15 March 2015 (including dividends) / 01 December 2012
22466.40 / 15214.00 Gain 27.5
months
47.67%
(Pending Need for Change or investing new Savings)
AMN Healthcare Services Incorporated 21.41 AHS $14 $18.1
Brocade Communications Systems Incorporated 11.96 BRCD:US $7 $11.4
Convergys Corp 21.84 CVG:US $20 $20.4
Vigilance while these below are nearing or still trading below Risk Price and not yet “likeables” so are still
not risk averse buy-ins.
Advanced Micro Devices Inc 2.75 AMD:US $4 $3.7
Banco Bradesco S.A. ADS 10.37 BBD:US $17 $17.4
USA ROTH/IRA 2013 limit 17800.00
Buy-ins 15sepl2013 *100 shares each
AMN Healthcare Services Inc. (new $top-Loss 15apr14) AHS:US $14 $11
Booz Allen Hamilton Incorporated $top-Loss 06nov BAH:US $19 $19
Ciena Corp. ($topLoss 24mar14) CIEN:US $19 $19
First Horizon National Corp $topLoss sold 08oct13 FHN:US $12 $11
Genworth Financial Inc. (new $top-Loss 15apr14) GNW:US $15 $15
Krispy Kreme Doughnuts Inc. $topLoss sold 03dec13 KKD:US $12 $12
US Airways Group Inc. 49.22 AAL/LCC:US $12 $19
Lousinana-Pacific Corp. ($topLoss 14apr14) LPX:US $13 $13
Pandora Media Inc. ($topLoss 24mar14) P:US $33 $20
Radian Group Inc. ($topLoss 11apr14) RDN:US $12 $12
(Buy-ins 15nov13)
Hillshire Brands Co. ($topLoss 11apr14) HSH:US $37 $55
Buy-ins 15Jjan2014 *100 shares each
E Trade Financial Corp. (new $top-Loss 15apr14) ETFC:US $17 $18

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Update
15 March 2015
ABB Ltd. ADS (new $top-Loss 15apr14) ABB:US $36 $21
AK Steel Holding Corp. ($6 $topLoss 03may14) AKS:US $6 $7
Aircastle Limited ($18 stopLoss 24apr14) AYR:US $14 $16
Cisco Systems Inc. ($top-Loss sold 213oct14) 24.00 CSCO:US $21 $24
Energy Transfer Equity LP (N* inc. $top-Loss oct14) 60.41 ETE:US $37 $46
Media General Inc. CL A (N* stoploss $19 05aug14) MEG:US $16 $19
WhiteWave Foods Company 41.76 WWAV:US $23 $26
Buy-ins 15may2014 *100 shares each
Frontier Communications Corp 6.37 FTR:US $5 $5
Monster Worldwide Inc. (N* SF drop 05aug14 to $5) MWW:US $5 $5
Westpac Banking Corp. ADS (N* stoploss $31 15sep14) 31.00 WBK:US $26 prev$26$31
Buy-ins 15jun2014 *100 shares each
Magnum Hunter Res. Corp,. ($topLoss sold 05sep14) 6.00 MHR:US $4 $5
Polycom Inc. ($topLoss sold 05sep14) 12.00 PLCM:US $11 $12
Rite Aid Corp. ($topLoss sold 05sep14) 6.33 RAD:US $5 $5
Buy-ins 15sep2014 *100 shares each
Applied Materials Inc. ($topLoss sold 05sep14) 22.05 AMAT:US $18 $20
News Corp. . ($topLoss sold 05sep14) 17.00 NWSA:US $17 $17
USA ROTH/IRA 2013 Portfolio 15 February
2015 (including dividends) / 15 September 2013
27207.09 / 17800.00 Gain 17.0
months
52.85%
Net Cash Forward after Buy-ins 15sep14 *100 shares) 24.00
Net Cash * after $toploss sale *100 shares 11500.00
AMN Healthcare Services Incorporated 21.41 AHS $14 $18.1
Aircastle Limited 22.62 AYR:US $14 $20.7
Convergys Corp 21.84 CVG:US $20 $20.4
Corning Inc 23.00 GLW $21 $22.8
Juniper Networks Inc 23.43 JNPR:US $21 $22.8
USA ROTH/IRA 2013 Portfolio 15 February
2015 (including dividends) / 15 September 2013
27207.09 / 17800.00 Gain 17.0
months
52.85%
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

“
Update
15 March 2015
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 20147
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) 14.00 AES $12 $14
America Movil S.A.B. de C.V. ADS($topLoss sold 12nov14) 23.00 AMX:US $21 $23
CSX Corporation 32.98 CSX $23 $29
Cablevision Systems Corp. ($topLoss sold 24sep14) 17.00 CVC:US $17 $17
Enbridge Energy Partners LP CL A ($topLoss 14oct14) 33.00 EEP:US $29 $33
Iron Mountain Inc. ($topLoss sold 26sep14) 33.00 IRM:US $29 $33
Itau Unibanco Holdg S.A. ADS ($topLoss sold 25sep14) 15.00 ITUB:US $14 $15
NRG Energy Inc. ($topLoss sold 15oct14) 27.00 NRG:US $24 $27
Telefonica S.A. ADS ($topLoss sold 02oct14) 15.00 TEF:US $13 $15
USA ROTH/IRA 2014 Portfolio 15 March 2015
(including dividends) / 15 September 2014
21718.90 / 23000.00 Gain 6.0
months
94.43%
Removal of Quantitative Eating and oil and gas bloat made unusual down-side volatility in all
markets, a ‘sea-change’, near all stoplosses were triggered. It is time to recover, rebuild for gain.
Net Cash * after $toploss sale WBK, MHR *100 shares 17700.00
CA Inc. 31.39 CA:US $26 $31.1
Aircastle Limited 22.62 AYR:US $14 $19.0
Ciena Corp 20.64 CIEN:US $19 $19.5
Green Plains Incorporated 23.25 GPRE $21 $20.9
Aruba Networks Incorporated 24.43 ARUN:US $18 $18.5
Masco Corp 26.46 MAS:US $22 $24.7
Fortinet Incorporated 33.61 FTNT:US $22 $31.4
Net Cash Forward after Buy-ins 15smar15 *100 shares) 16.00
USA ROTH/IRA 2014 Portfolio 15 March 2015
21718.90 / 23000.00 Gain 6.0
months
94.43%
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.

“
Update
15 March 2015
We are extending a small part of our proprietary information as charity to suit 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.
TaxCharityTM
TSX Portfolios Update List – 15 March 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 $16 $16.0
Algonquin Power & Utils Corp. ($topLoss 15aug13 AQN $7 $9.6
CAE Inc. ($top-loss sold 26mar) CAE $9 $9.2
Cott Corporation ($top-loss sold 01may) BCB $12 $14.7
Canfor Corporation ($top-loss 27mar14) CFP $26 $27.4
Chartwell Seniors Housing Real Est. Investment Trust CSH.UN $10 $12.2
Canexus Corporation CUS $9 $8.8
Denison Mines Corp. ($N* sold 15nov) DML $1 $1.2
Dundee Precious Metals Inc. ($top-loss sold12apr) DPM $12 $11.6
Enerflex Ltd. ($top-loss 22sep14) 19.00 EFX $12 $19.3
Great Canadian Gaming Corp 22.66 GC $14 $19.5
Heroux-Devtek Inc ($N* sold 04mar) HRX $10 $10.8
Dominion (Harry Winston) Diamond Corporation DDC $17 $19.6
Manitok Energy Inc. ($top-loss sold 15sep) MEI $3 $2.8
Maple Leaf Foods Inc. ($top-loss 15oct14) 18.00 MFI $15 $20.6
Martinrea International Inc ($top-loss sold 20sep) MRE $10 $10.6
New Gold Inc. ($N* sold 04mar) NGD $13 $12.9
Jean Coutu Group (PJC) Inc. 26.04 PJC.A $20 $25.6
Pason Systems Inc. ($top-loss 04nov14) 25.00 PSI $16 $30.1
Trinidad Drilling Ltd. TDG $10 $10.3
Yamana Gold Inc. ($top-loss sold 12apr) YRI $8 $8.0
ARC Resources Ltd. ($top-loss 08oct14) 28.00 ARX $31 $31.3
Ensign Energy Serv. Inc. (N* stoploss $17 05aug14) ESI $14 $18.0
Precision Drilling Corp. ($top-loss 22sep14) 13.00 PD $12 $11.6
NuVista Energy Ltd. ($top-loss sold 20sep) NVA $7 $7.3
Air Canada ($top-loss sold 20sep) AC.B $5 $11.0
Hudsons Bay Company ($top-loss sold 23jan) HBC $19 $23.2
Leon's Furniture Ltd. ($top-loss 20sep14) 14.00 LNF $14 $17.8
Ballard Power Systems Inc. ($top-loss sold 16dec14) 2.00 BLD $2 $2.5
Buy-ins 15nov2013 *100 shares each
Ainsworth Lumber Co. Ltd. ($top-loss sold 15may) ANS $3 $3.5
Buy-ins 15dec2013 *100 shares each

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Update
15 March 2015
Acadian Timber Corp. ($top-loss sold 14oct14) 13.00 ADN $13 $16.0
Buy-ins 15feb2014 *100 shares each
First Quantum Minerals Ltd. (N* sold 14mar) FM $26 $26.1
Progressive Waste Solutions Ltd. 28.93 BIN $24 $34.1
Pengrowth Energy Corp. (N* stoploss $7 05aug14) PGF $5 $5.3
Canadian Energy Serv`s & Tech. Corp *(3:1 split 24jul14) 30.00 CEU $9 $8.6
Buy-ins 15may2014 *100 shares each
Semafo Inc. ($top-loss sold 16dec14) 4.22 SMF $3 $3.9
Canadian Oil Sands Ltd. ($top-loss sold 08sep) 22.00 COS $21 $20.6
Extendicare Inc. ($top-loss sold 16dec14) 8.00 EXE $8 $8.0
RONA Inc. ($top-loss sold 12dec14) 13.00 RON $12 $16.2
TSX 2012 Portfolio Value 15 March 2015(including
dividends) / 01 December 2012
28497.50 / 20235.00 Gain 27.5
months
40.83%
Net Cash Carried after *100 shares Buy-ins 15may2014 185.00
Net Cash * after 100 shares (stoploss sold MEI, COS) 19000.00
Alimentation Couche-Tard Inc. 46.99 ATD.B $27 $42.4
Canadian Utilities Ltd. 41.25 CU $35 $40.7
Calloway REIT. 29.36 CWT.UN $25 $28.0
MTY Food Group Inc. 35.79 MTY $25 $32.6
Ritchie Bros Auctioneers Inc. 31.79 RBA $24 $29.1
Net Cash Carried after *100 shares Buy-ins 667.00
TSX 2012 Portfolio Value 15 March 2015(including
dividends) / 01 December 2012
28497.50 / 20235.00 Gain 27.5
months
40.83%
(Pending Need for Change or investing new Savings)
Power Financial Corporation 36.87 PWF $29 $35.7
Superior Plus Corp. 13.93 SPB $10 $13.3
Toromont Industries Ltd. 31.24 TIH $22 $29.2
Vigilance while these below are nearing or still trading below Risk Price and not yet “likeables” so are still
not risk averse buy-ins.
Ainsworth Lumber Co. Ltd. 15.58 ANS $3 3.5
Artis Real Estate Investment Trust 6.74 AX.UN $15 15.5

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Update
15 March 2015
Western Forest Products Inc. 10.55 WEF $2 $2.3
Canadian 2013 RRSP limit 23820.00
Catamaran Corporation ($top-loss sold 18sep) CCT $59 $59.9
CML HealthCare Inc. (Bought by LifeLabs 01oct13) CLC
Celestica Inc. (stopLost 24jul14) CLS $9 $14.0
Hudsons Bay Company $top-loss seold 23jan HBC $19 $23.2
Home Capital Group Inc. ($topLost 15oct14) 96.00 HCG $36 $49.6
Franco-Nevada Corp. ($topLost 31oct14) 54.00 FNV $56 $64.0
Gluskin Sheff & Associates Inc ($N* sold 15nov) GS $23 $29.8
Buy-ins 15oct2013 *100 shares each
Calfrac Well Services Ltd. ($topLost 19sep14) 18.00 CFW $15 $14.9
Pacific Rubiales Energy Corp. N* $top-loss sell 15feb PRE $24 $23.9
Buy-ins 15nov2013 *100 shares each
Aecon Group Inc. ($topLost 08sept14) 16.00 ARE $16 $15.6
Nordion Inc. (bought out by Sterigenics 08aug14) NDN
Buy-ins 15dec2013 *100 shares each
Resolute Forest Products Inc. ($topLost 14apr) RFP $14 $22.0
Buy-ins 15feb2014 *100 shares each
Acadian Timber Corporation ($topLost 27mar) ADN $13 $16.0
Altius Minerals Corp. (stopLost 10mar) ALS $9 $14.5
ATS Automation Tooling Sys’s Inc. (stopLost 14aug14) ATA $10 $14.0
Transcontinental Inc. 14.0 TCL.A $13 $15.2
Bankers Petroleum Ltd. (stopLost 14aug14) BNK $4 $4.1
Superior Plus Corp. ($topLost 23sep14) 14.00 SPB $10 $13.3
Pan American Silver Corp. (stopLost 14aug14) PAA $12 $12.9
RioCan REIT ($topLost 16sep14) 26.00 REI.UN $24 $29.0
First Capital Realty Inc. ($topLost 09jan15) 19.00 FCR $17 $19.6
Whitecap Resources Inc. ($topLost 19sep4) 17.00 WCP $13 $13.1
2013 TSX Portfolio Value 15 March 2015 (including
dividends) / 15 September 2013
28056.60 / 23820.00 Gain 18.0
months
17.79%
Net Cash Carried after *100 shares Buy-ins 15apr2014 40.00
Net Cash on $topLoss sales BNK, PAA *100 shares 3536.00

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Update
15 March 2015
Fortis Inc. 39.36 FTS $35 $38.1
Great Canadian Gaming Corp. 22.66 GC $14 $19.5
CGI Group 54.1 GIB.A $41 $47.4
Metro Inc. 34.32 MRU $21 $32.5
The North West Company Inc. 26.26 NWC $23 $24.2
Jean Coutu Group (PJC) Inc. 26.04 PJC.A $20 $24.6
Parkland Fuel Corporation 23.33 PKI $16 $21.8
Restaurant Brands Intl Inc. 49.85 QSR $41 $48.3
2013 TSX Portfolio Value 15 September 2014
31183.00 / 23820.00 Gain 12.0
months
30.91%
There are hundreds of interested small savings investors routinely following these charitable posts
of our proprietary Risk Price (SF) information giving $toploss values as guidance for investor
capital safety, and liquidity hopeful of enjoying the proven tendency 2 of 3 of our “likeables” earn
high AlphaSmart gain in the long term. Keeping in mind preference to have at least eight or more
“likeables” equities in your portfolio below find our continuing charity with a new portfolio
suiting income or RRSP 20148
tax sheltered savings. Because we can, you can too.
2014 TSX “Likeables” Portfolio Value
15 September 2014 (including dividends) / 15 September
2014
24270.00 / 24270.00 Gain 0.0
months
0.00%
Alaris Royalty Corp. ($topLost 22sep14) 32.00 AD $32 $33.9
Black Diamond Group Ltd. ($topLost 29sep14) 25.00 BDI $23 $24.0
Canadian Apartment Properties REIT 28.15 CAR.UN $20 $27.5
Cameco Corp. ($topLost 07oct14) 19.0 CCO $27 $27.1
Encana Corp. ($topLost 14oct14) 22.0 ECA $19 $18.6
Enbridge Income Fund Hldg Corp. ($topLost 23sep14) 30.00 ENF $24 $39.2
First Quantum Minerals Ltd. ($topLost 19sep14) 22.00 FM $26 $26.1
Suncor Energy Inc. ($topLost 24sep14) 41.00 SU $39 $38.7
Trican Well Service Ltd. ($topLost 19sep14) 14.00 TCW $15 $14.6
2014
23397.00 / 24270.00 Gain 6.0
months
96.20%
Removal of Quantitative Eating and oil and gas bloat made unusual down-side volatility in all
markets, a ‘sea-change’, near all stoplosses were triggered. It is time to recover, rebuild for gain.
Net Cash Carried after *100 shares Buy-ins 15sep2014 33.00
Net Cash on $topLoss sales *100 shares 20500.00
Net Cash Carried for *100 shares Buy-ins 20533.00

“
Update
15 March 2015
Fortis Inc. 25.31 FTS $35 $38.1
Goldcorp Inc. 24.23 G $23 $26.5
Great-West Lifeco Inc. 39.36 GWO $27 $33.8
Manulife Financial Corp. 23.63 MFC $21 $21.0
Maple Leaf Foods Inc. 35.70 MFI $15 $20.6
Power Corp. of Canada 21.94 POW $28 $32.1
RioCan REIT 32.64 REI.UN $24 $29.0
2014
24270.00 / 24270.00 Gain 0.0
months
0.00%
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.
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 mysticism9
as circular
logic is a spinning topic. Any tautology is just repetition until it appears to be logical. As we have
shown, luck is all that they trade in, 1.03 to 1 is just a coin-toss. They really are just rolling dice and
tossing cards with your nickels not seeing your pocket as their restraint, rather their opportunity for
their gaming. Do not loan them your pocket-book on empty promises they have never delivered.
What is the alternative to those Artful Dodgers so busy just blowing bubbles10
with cash from your
wallet11
? We are 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, driven on more price gossip than
fair value. Our investment method is proven by consistent long term portfolios gains.
BookBuilder™ and TaxCharityTM
portfolios are of just our lowest price point "likeables" we
identify. It is our proprietary information given freely in charity to enable small investors to keep
their savings growing into their own wealth. Our method is proven. Because we can, you can12
.
In our Modal Geometry13
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,

“
Update
15 March 2015
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 process14
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
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.slideshare.net/HansGoetze/stock-takers-2012-q1-bite-on-dji
4
http://www.slideshare.net/HansGoetze/the-case-for-the-can-opener-edufeb12
5
http://www.newyorker.com/online/blogs/johncassidy/2014/05/how-hedge-funds-get-away-with-it.html
6
http://www.daf.fm/video/prof-otmar-issing-das-buch-zur-eurokrise-und-der-politik-der-ezb-50156039.html
7
http://www.irs.gov/Retirement-Plans/Retirement-Plans-FAQs-regarding-SEPs
8
http://www.cra-arc.gc.ca/limits/
9
http://riskwerk.com/2014/03/07/pi-sanctification/
10
http://riskwerk.com/2013/10/14/asset-bubbles-day-october-14-2013/
11
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
12
http://www.slideshare.net/HansGoetze/the-grail-and-the-goat-portfolios
13
“The Modal Geometry of the Firm and the Balance Sheet Worth of the Trading Connections”, 2006, unpublished but available
from the author.
14
http://riskwerk.com/2014/03/15/pi-the-process/

TaxCharitytm 15mar2015

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