Helping small investors, because we can

1. “
Defend Your Capital, TaxCharityTM Update–15 January 2014
"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
Equities trading above our benchmark Risk Price (SF) are those liked by investors, as two of three
continue to price rise due to investors’ preference. These equities we call “likeables.” They are
revealed by their rise above Risk Price, the metric that investors must know to defend their capital.
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" we find in balance sheets. Equities that tend to hold their value and gain are better
than cash. Capital Safety and Liquidity is ‘likeable’ as we have consistently proven works.
This year US markets have rebounded particularly well fed on Quantitative Eating courtesy of the
Federal Reserve. Our public TaxCharityTM and BookBuilderTM portfolios have shown better using
our new theory of the firm. We seek sophisticated investors to advance the impact of what we can
do, continuing as we have done. Enjoy our charity extended to small investors, because we can.
The larger your portfolio of “likeables” will tend to average 26% per annum Internal Rate of Return
as we have proven the case through the two recessions experienced these past 13 years. For
elements of our how and whys refer to our articles StockTakers’ 2012Q1 bite on DJI. and The
Counter Culture: Case for a Can Opener. Our work stands on giants, building on integrating
insights of three very different laureates. Proof is seen in our “likeables” behaviour.
That proven behaviour fund managers like CPPIB refuse to understand as politicians demand you
must trust to invest even double in their proven failure. The TSX quickly declined through
December to its October level. The 2012 TSX “likeables” held 24.68% gain in 12.5 months tending
to our average IRR. The vibrant NYSE 2012 “likeables” portfolio has returned far above average
48.05% as these markets rebounded levels. That is proof Wall Street does not understand our
“likeables” behaviour as hedge funds fail to deliver . More proof is found in 4.0 month gain of
17.57% in the September 2013 ‘likeables’ NYSE portfolio, but mere 1.39% on less vibrant TSX.
Quantitative Eating treacle-down capitalizes US markets - not yet the economy - is failure replete?
What is essential is that you hold a full complement of at least eight or preferably more “likeables”
in your portfolios at any time (preferably in equal blocks of 100 share multiples for 'collaring
options' as exit strategy to maximize gains, most often continuing to hold through volatility and
earning more gains). Tendency of ‘likeables’ for gain is not the same as pin-the-point on the mule
most seek. Let others chase the gamblers’ risk/reward model. Good reason shows that rarely works.
Tax charity limits for 2013 income sheltering were used to set these portfolios. Americans can look
forward to sheltering $17,800.00 in 2013 depending on various factors in your tax code. Best have
tax specialist involved. Canadians can shelter $23,820.00 of their income in 2013. 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.
Page 1 of 7
January 2014 © 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. “
Defend Your Capital, TaxCharityTM Update–15 January 2014
TaxCharityTM Portfolios Update List – 15 January 2014
Market
NYSE Value 17K Firms 2012 limits
Price
Symbol
Stop/Loss
SF
(Risk Price)
16.15 ACAS:US
CVG:US
FHN:US
16.7 F:US
HERO:US
HST:US
HBAN:US
17.72 IPG:US
13.68 KEY:US
LSI:US
MTW:US
MBI:US
10.63 RF:US
S:US
TER:US
$10
$14
$9
$12
$4
$14
$6
$9
$9
$6
$12
$8
$6
$5
$14
$13
$19
$10
$16
$6
$17
$8
$14
$11
$7
$17
$9
$8
$6
$16
13.34 BSX:US
25.21 GT:US
HCBK:US
JDSU:US
15.51 NYT:US
SE:US
$7
$12
$8
$14
$8
$27
$10
$19
$9
$13
$12
$33
10.69 CPWR:US
8.97 MTG:US
$10
$5
$9
$6
5.76 LYG:US
OMX:US
RRD:US
17.3 SAPE
$4
$10
$15
$14
$5
$9
$16
$13
18.22 AZSEY:OTC
American Capital Ltd
Convergys Corp $topLoss sold 18apr
First Horizon National Corp StopLoss sold 15apr
Ford Motor Co.
Hercules Offshore Inc StopLoss sold 09dec
Host Hotels & Resorts Inc
Huntington Bancshares Inc $topLoss sold 17apr
Interpublic Group of Cos
KeyCorp
LSI Corp $topLoss sold 22apr
Manitowoc Company StopLoss sold 15apr
MBIA Inc
Regions Financial Corp
Sprint Nextel StopLoss sold 09oct
Teradyne Inc $topLoss Apr 5, 2013
$15
$14
(Buy-ins 30apr13)
Boston Scientific Corp
Goodyear Tire & Rubber Company
Hudson City Bancorp Inc $topLoss sold 23sep13
JDS Uniphase Corp $topLoss sold 15aug
New York Times Company CL A
Spectra Energy Corp $topLoss sold 15Aug
(Buy-ins 30jun13)
Compuware Corp
MGIC Investment Corporation
(Buy-ins 30jun13)
Lloyds BankingGroup PLC ADS
OfficeMax Incorporated (Bought by ODP-05nov2013)
Donnelley RR & Sons Company $topLoss sold 18sep13
Sapient Corp
(Buy-ins 30jsep13)
Allianz SE
Current 2012 Portfolio Value 15 January 2014
22525.00 / 15214.00
(including dividends) / 01 December 2012
Page 2 of 7
January 2014 © 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.
Gain 13.5
months
48.05%

3. “
Defend Your Capital, TaxCharityTM Update–15 January 2014
Net Cash on OMX sales *100 shares
Net Cash Forward after Buy-ins *100 shares (AZSEY)
Current Cash
1526.00
1567.00
3093.00
(Buy-ins 15jan14)
LM Ericsson Telephone Company
International Game Technology
Net Cash Forward after Buy-ins *100 shares (ERIC, IGT)
Current 2012 Portfolio Value 15 January 2014
12.20 ERIC:US
17.46 IGT
$11
$11
$16
$16
127.00
22525.00 / 15214.00
(including dividends) / 01 December 2012
Gain 13.5
months
48.05%
(Pending Need for Change or investing new Savings)
ABB Ltd. ADS
Archer Daniels Midland Co
Barclays PLC ADS
Canfor Corporation
Dreamworks Animation SKG Incorporated
LM Ericsson Telephone Company
Twenty-First Century Fox Incorporated
G4S PLC UNSP ADR
Lenovo Group Limited ADR
USA ROTH/IRA 2013 limit
$23
$35
$15
$13
$24
$23
$37
$15
$20
$27
$0
$27
$11
$31
$20
$21
$19
$21
14.97 AHS:US
BAH:US
22.65 CIEN:US
FHN:US
16.43 GNW:US
22.00 KKD:US
28.84 LCC:US
18.09 LPX:US
35.05 P:US
15.64 RDN:US
$10
$16
$19
$9
$12
$10
$12
$12
$20
$7
$11
$17
$21
$10
$12
$22
$20
$16
$21
$11
34.28 HSH:US
$30
$29
26.31
42.45
19.58
24.54
35.34
31.98
20.45
25.67
26.31
ABB:US
ADM:US
BCS:US
CFPZF
DWA:US
ERIC:US
FOX:US
GFSZY:US
LNVGY:US
17800.00
Buy-ins 15sepl2013 *100 shares each
AMN Healthcare Services Incorporated
Booz Allen Hamilton Incorporated $top-Loss 06nov
Ciena Corp
First Horizon National Corp $topLoss sold 08oct13
Genworth Financial Inc
Krispy Kreme Doughnuts Inc. $topLoss sold 03dec13
US Airways Group Incorporated
Lousinana-Pacific Corporation
Pandora Media Incorporated
Radian Group Incorporated
(Buy-ins 15nov13)
Hillshire Brands Company
USA ROTH/IRA 2013 Portfolio 15January 2014
20928.30 / 17800.00
(including dividends) / 15 September
Net Cash Carried after 15nov Buy-ins *100 shares
Net Cash onr 03dec $toploss sales *100 shares (KKD)
Page 3 of 7
23.00
2223.00
January 2014 © 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.
Gain 4.0
months
17.57%

4. “
Defend Your Capital, TaxCharityTM Update–15 January 2014
Buy-ins 15Jjan2014 *100 shares each
E Trade Financial Corp
Net Cash Forward after Buy-ins *100 shares (AZSEY)
USA ROTH/IRA 2013 Portfolio 15January 2014
20.30 ETFC:US
$13
$15
193.00
20928.30 / 17800.00
(including dividends) / 15 September
Gain 4.0
months
17.57%
Engage “Likeables” and save your own bacon.
Equities that tend to hold their value and gain are better than cash. We like Capital Safety and
Liquidity because we have proven our risk aversion works, consistently obtaining both low risk and
AlphaSmartTM high gain. Our Risk Price is the metric that investors must know to defend their
capital.
We are extending a small part of our proprietary information as charity to suit small investors’
needs for their small portfolios, our BookBuilderTM supports your investing in your children’s
education, TaxCharityTM your retirement and income needs, because we can.
TaxCharityTM TSX Portfolios Update List – 15 January 2014
TSX Value 22K Firms 2012 Limits
Aimia Inc
Algonquin Power & Utilities Corp.$topLoss
CAE Inc. ($top-loss sold 26mar)
Cott Corporation ($top-loss sold 01may)
Canfor Corporation
Chartwell Seniors Housing Real Est. Investment Trust
Canexus Corporation
Denison Mines Corp. ($N* sold 15nov)
Page 4 of 7
Market
Price
Symbol
19.64 AIM
AQN
CAE
BCB
27.34 CFP
CSH.UN
CUS
DML
January 2014 © 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
(Risk Price)
$12
$6
$9
$8
$13
$7
$7
$2
$18
$7
$12
$7
$24
$9
$6
$1

5. “
Defend Your Capital, TaxCharityTM Update–15 January 2014
Dundee Precious Metals Inc. ($top-loss sold12apr)
Enerflex Ltd.
Great Canadian Gaming Corp
Heroux-Devtek Inc ($N* sold 04mar)
Dominion (Harry Winston) Diamond Corporation
Manitok Energy Inc
Maple Leaf Foods Inc.
Martinrea International Inc ($top-loss sold 20sep)
New Gold Inc. ($N* sold 04mar)
Jean Coutu Group (PJC) Inc.
Pason Systems Inc.
Trinidad Drilling Ltd.
Yamana Gold Inc. ($top-loss sold 12apr)
ARC Resources Ltd.
Ensign Energy Services Inc.
Precision Drilling Corporation
NuVista Energy Ltd. ($top-loss sold 20sep)
Air Canada
Hudsons Bay Company
Leon's Furniture Limited
DPM
EFX
GC
HRX
DDC
MEI
MFI
MRE
NGD
PJC.A
PSI
TDG
YRI
ARX
ESI
PD
NVA
8.98 AC.B
17.5 HBC
14.47 LNF
$7
$12
$9
$8
$17
$3
$12
$8
$10
$15
$15
$7
$16
$28
$17
$9
$7
$2
$17
$12
$1
$12
$13
$10
$14
$2
$15
$6
$4
$17
$20
$9
$7
$28
$15
$8
$6
$6
$17
$13
2.61 BLD
$1
$1
4.04 ANS
$3
$4
12.15 ADN
$10
$11
15.17
14.3
2.32
16.13
18.54
22.7
28.05
16.54
9.99
Buy-ins 30sep2013 *100 shares each
Ballard Power Systems Incorporated
Buy-ins 15nov2013 *100 shares each
Ainsworth Lumber Company Limited
Buy-ins 15dec2013 *100 shares each
Acadian Timber Corporation
TSX 2012 Portfolio Value 15 December 2013
24386.00 / 20235.00
(including dividends) / 01 December 2012
Net Cash *
Net Cash * after 100 shares MRE sold on $N*
Net Cash after Buy-ins *100 shares (ADN)
TSX 2012 Portfolio Value 15 December 2013
308.00
1208.00
13.00
24386.00 / 20235.00
(including dividends)
Gain 12.5
months
24.68%
Gain 12.5
months
24.68%
(Pending Need for Change or investing new Savings)
Progressive Waste Solutions Ltd.
Shoppers Drug Mart Corporation
Talisman Energy Inc.
ATS Automation Tooling Systems Inc
Black Diamond Group Limited
Canadian Energy Services & Technology Corp
Page 5 of 7
25.79
59.33
12.31
14.36
29.43
22.05
BIN
SC
TLM
ATA
BDI
CEU
January 2014 © 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.
$26
$48
$12
$10
$24
$20
$24
$53
$12
$12
$27
$20

6. “
Defend Your Capital, TaxCharityTM Update–15 January 2014
Canadian 2013 RRSP limit
23820.00
Buy-ins 15sep2013 *100 shares each
Catamaran Corporation ($top-loss sold 18sep)
CML HealthCare Inc. (Bought by LifeLabs 01oct13)
Celestica Inc.
Hudsons Bay Company
Home Capital Group Inc.
Franco-Nevada Corporation
Gluskin Sheff & Associates Inc ($N* sold 15nov)
CCT
CLC
CLS
HBC
HCG
FNV
GS
$58
$9
$9
$16
$60
$47
$29
$48
$9
$11
$18
$70
$41
$18
30.5 CFW
17.89 PRE
$30
$21
$31
$20
16.05 ARE
10.63 NDN
$13
$8
$13
$8
18.97 RFP
$13
$14
11.48
17.5
78.45
47.29
Buy-ins 15oct2013 *100 shares each
Calfrac Well Services Ltd.
Pacific Rubiales Energy Corp.
Buy-ins 15nov2013 *100 shares each
Aecon Group Inc.
Nordion Inc.
Buy-ins 15nov2013 *100 shares each
Resolute Forest Products Inc
2013 TSX Portfolio Value 15 January 2014
25174.00 / 23820.00
(including dividends) / 15 September 2013
Net Cash Carried after *100 shares Buy-ins 15nov2013
2013 TSX Portfolio Value 15 January 2014
Gain 4.0
months
5.68%
Gain 4.0
months
5.68%
176.00
25174.00 / 23820.00
(including dividends) / 15 September 2013
Engage in “likeables” save your own bacon.
Equities that tend to hold their value and gain are better than cash. We like Capital Safety and
Liquidity because we have proven that works, consistently obtaining both low risk and high gain.
Market behaviour prefers the “likeables” trading above Risk Price and bid up their price
The conventional investment industry cannot prove any of their assumptions underlying their
supposed methods they sell as “expertise”. As we have shown, luck is all that they trade in, 1.03 to
1 is just a coin-toss. A tautology is just repetition until it appears to be logical. Lies told often
enough are expedient and can even become politically correct.
In our Modal Geometry1 theory of the firm we make only two assumptions, clearly as follows:
1
“The Modal Geometry of the Firm and the Balance Sheet Worth of the Trading Connections”, 2006, unpublished but available
from the author.
Page 6 of 7
January 2014 © 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.

7. “
Defend Your Capital, TaxCharityTM Update–15 January 2014
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 process adds value. That is aided with logic, epistemology,
and some powerful mathematics. You have proof in these TaxCharityTM portfolios performances.
Conventional assumptions have little or no science, nil proof to offer. They really are just rolling
dice and tossing cards when 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.
Our reasons for having any equity in our portfolios are clear, concise and consistent. “likeables” are
equities shown valued by investors’ behaviour, tending to continuing gain, which investors have
demonstrated a determination to buy and hold at stock prices above the price of risk (SF). That
tendency demonstrates 2 of 3 “likeables” gaining for the long term, as we continue to show.
Proof is positive, as our TaxCharityTM and BookBuilderTM portfolios show. We extend our
proprietary information to small investors, because we can. No one else can, while the entire
industry is so busy just blowing bubbles2 with cash from your wallet.
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
2
351 Chemin Boulanger
Sutton, PQ
J0E 2K0
450 538-1270
http://riskwerk.com/2013/10/14/asset-bubbles-day-october-14-2013/
Page 7 of 7
January 2014 © 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.