This document provides information about a portfolio called the UUOOPPsies Tax Charity portfolio, which is curated by StockTakers Limited to identify undervalued companies using their Risk Price analysis of balance sheets. The portfolio includes 14 companies from sectors like construction services, oil drilling, communications technology, banking, and infrastructure services. Performance data for the portfolio from May 7 to June 7 shows a gain of 2.72% over one month. The document discusses flaws in conventional investment industry approaches and argues that the Risk Price method identifies undervalued companies that tend to appreciate over the long run in a manner proven by theory and demonstration.

1. “
Page 1 of 7 June 2016 © 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.
UUOOPPsies Tax CharityTM
– 07 June 2016
Risk PriceTM
analysis of balance sheets allows us to discern a most useful partition from all the equities
in any market. These are our ‘likeablesTM
’ because they seem “undervalued1i
” in the market mind-
sense. The demand for them exceeds the supply at current prices. Investors prefer them and price them
up. So there is much to like. We are particularly interested in those firms transitioning from negative to
positive positions in the health of their business process converting debt ratios to added value with aid
of their trading connections. Many of our readers will be familiar with our BlackSwanTradingTM
which
started, in December, 2012, as just our ‘Newbies’ for a Solo-50KTM
portfolio for a select audience of
the self-employed able to advantage tax sheltering such sums in their boom years.
As open handed display of our methods in January 2013 we released the Newbies portfolio comprised
of just newly identified equities, our ‘likeablesTM
’ in current NYSE market partition. Our ‘likeables’
are revealed by rising above Risk Price TM
our metric that investors must know to defend their capital.
Now in charity we offer a new open testable portfolio following the latest 'Great Rotation' of the
financial industry skimming their client cache for their own fun and profit. We cannot excuse them for
they know no better than Thuggees2ii
. You gave your cache for them to play with. But do not do that
anymore. Use your own cache and build your own wealth with our 'likeables' as your guide.
As a group, 2 of 3 ‘likeables’ equities we identify by Risk PriceTM
tend to gain in stock price for long
periods. We understand why by proven theory3iii
. We give proof, also, even in open display in real time
markets. Because We Can. No one else can, so they do not. WE DO, Because We Can.
Financial industry fund managers are victims of gossip just playing dice4iv
, with your money. The self
proclaimed ‘bright lights’ running hedge funds HFRI5v
record only 0.0014% pa for the past four years.
For such under-performance they take fees they supposed earned. Your risk is their ‘professional’ gain.
Conventional investment industry claims “expertise” but use untestable models,
conjectures claimed as viable theory. These Artful Dodgers just cull small
investors’ wallets to their use. All the fun, fees and profit is theirs, but next to
nothing for you6vi
are ever left, just their tease for fees, and perhaps a Mozarttaler
as their thanks. Their baseless swing from no-ooo to buy-eee wrecked havouc in
recent Great Rotation but the capital is safe. Balance sheets tell the reality of valiant
business ideas and how well they are doing in the real economy.
Judging by the ciphers in balance sheets is different than the latest cover flap story. Our ‘likeables’
tendency to hold value and gain is better than cash. Risk Averse, Capital Safety and Liquidity in our
"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
“markets can remain irrational longer than investors can remain solvent” John Maynard Keynes, 1936

2. “
Page 2 of 7 June 2016 © 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.
UUOOPPsies Tax CharityTM
– 07 June 2016
method shows and proves AlphaSmartTM
high capital appreciation. Less risk more gain sounds strange
but truth to power7vii
there is no science in conventional fund portfolio methods. This we have proven.
As with those Newbies used to make the Solo-50K BlackSwanTrading TM demonstration portfolio at
the end of last 'Great Rotation' in late 2012, we find a large crop of emerging Newbies. This is as the
market regains float from its rule bound traders searching for their incomes, not searching for your
incomes. They are not selling incomes. They are selling risk to you, as much of it as they can with
implausible denials8viii
.
Again in charity we are providing a portion from our current list of newly emerging 'likeables'
Newbies. We are calling it the UUOOPPsiesTM portfolio. Because this portfolio breaks all the rules
and newspeak of gossiping traders in convention. These newly emerging 'likeables' are equities from
firms in the construction services, oil drilling, communications technology, banking and infrastructure
services sectors everyone says are moribund if not near death. That is their rumour. They do not know.
Do not give them your cache for their playing silly games with your money. Keep your money in your
'wallet' as your cache in your 'likeables' portfolios.
Our work is calculable and provable with no rhetoric asides. We depend on a jargon that is peculiar to
us but comes from our theory, logically and reasonably, driven by powerful mathematics. We have
reasons to reject most of what passes for “investment analysis“ix
is just jargon from the confirmed
mysticism that is economics. Not because we don’t know the jargon of economists and financial advisors, but
because we do know their jargon. We know it for what it is, wrong9x
, useless10xi
and harmful11xii
to investing and
investors. Those self-appointed 'Emperors' of markets have no clothes to hide their jargon for the
improvable delusions those conventions are. We help, because we can.
Our TaxCharityTM suite of portfolios are proof in open display of our theory and method at work in
real markets. Aided by StockTakers charity small investors can self-direct investing their cache to build
their wealth, keeping it in their control and liquid for their emergency needs or as arises for their loved
ones. Accredited investors buy a fair slice of StockTakers 12% Bond12xiii
at our risk working our proven
theory for steady return and leave the work to us.
‘Likeables’ portfolio performance is proven in real market testable demonstrations in our charity aiding
small investors. . With sharing some of our ‘likeables’ we enable AlphaSmartTM
gains and liquidity for
small investors. Because we can, we do.
The TaxCharityTM
portfolios take-on the challenge for the small investor to invest savings hopeful for
gaining income under the limits of annual Tax shelter provisions, an income the convention restrained
financial industry has never provided. Our followers have done well, as markets have gained a meagre
1.79% since 31 December 2013.
The near 21 month trough made by convention bound wealth mangers having no real direction has
shaken off their QE phantom expectations and patient growth can resume. Trouble is, as always, the

3. “
Page 3 of 7 June 2016 © 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.
UUOOPPsies Tax CharityTM
– 07 June 2016
fund managers and dollar-per-word crowd never knows which end feeds the bull. ‘Heads down’ people
working, adding value, resolving debt for credit extended to valiant business ideas, the market goes up.
Even Europe’s unemployment is down, due contented mooing of heads feeding. It is time for real
growth.
We have seen the real behaviour of market investors to Risk Price TM
driven ‘likeables’ is they like
these equities. Their desire evidences as demand exceeding supply driving ‘likeables’ prices up. We
use that as a tool to partition the market. We must rebuild ongoing portfolios in the current
TaxCharityTM
suite from more than a year of baseless volatility from directionless 'wealth' managers
and ‘dollar-per-word’ market mavens gossip teasing each other’s pitch, with your money, into their
game of coin tossers. Your cache is their stakes in their ' zero sum game'. They should know better.
Business depends on creating value where there was none before or adding value on what is there.
There is nothing zero-sum about that.
It is essential you hold in your portfolio at any time a complement of at least eight but preferably more
‘likeables’ (preferably in equal blocks of 100 share multiples for 'collaring options13' as allows for exit
strategy we prefer using, for good reason14xv
). The tendency of ‘likeables’ for long term gain is not the
same as ‘pin-the-point-on-the-mule’ most seek, or baselessly claim, without evidence of any kind. This
should not be their child’s play with your money. Do not give those Artful Dodgers your cache.
We prove our method in exceptional gains made, in real markets. Our charitably open public
TaxCharityTM
portfolios suit the small investor need to grow his cache. Avoid the erosion of inflation
and the baseless gambling of the financial industry. Let others chase those gamblers’ risk/reward
model. We show our Risk Price driven ‘likeables’ risk averse method works to obtain long term
Capital Safety, AlphaSmartTM
gains and Liquidity.
Passive stop-loss settings are reasonably safe and simple enough to be useful for small investors capital
safety. We have more complex and active methods using collaring options for sharpening gains and
limiting exit due to unreasonable market mavens gambolling goats15xvi
grazing on their client wallets.
There is no science in conventional fund portfolio methods16
.
They have proven nothing. Avoid those Artful Dodgers. We prove, because we can.
UUOOPPsies Tax CharityTM
portfolio @ 100 shares of each, 07 June 2016
Market
Price
Symbol Company Name Market
Price
SF
(Risk Price)
Stop/Loss
61.50 URI:US United Rentals Incorporated 61.50 50 51.8
41.78 USB:US U.S. Bancorp ($40.8 StopLost 17may16 ) 41.78 40 40
26.96 USG:US USG Corporation 26.96 23 23.6

4. “
Page 4 of 7 June 2016 © 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.
UUOOPPsies Tax CharityTM
– 07 June 2016
18.77 OI:US Owens-Illinois Incorporated 20.18 15 16.1
33.34 OIS:US Oil States Intl Inc. ($11.3 StopLost 12may16 )* 30.80 30 28.6
39.77 OKE:US ONEOK Incorporated 45.76 25 35.1
112.59 PH:US Parker-Hanifin Corp. ($109.5 StopLost 12may16)* 109.50 100 104.1
11.44 PLCM:US Polycom Incorporated ($11.3 StopLost 12may16)* 11.30 11 10.4
17.86 PTEN:US Patterson-UTI Energy Inc. ($17.3 StopLost 18may1)* 17.30 15 15.8
100.93 SBAC:US SBA Comm. Corp. ( $100.0 StopLost 13may16)* 100.00 100 90.8
46.42 INT:US World Fuel Srvcs Corp. ($45.4 StopLost 10may16)* 45.40 40 42.9
69.53 EQT:US EQT Corporation 75.23 60 61.4
65.73 SNI:US Scripps Networks Interactive 64.84 61 61.3
64662.00
07 May 2016
UUOOPPsies Tax CharityTM
portfolio @ 100 shares of each, 07 June 2016
66392.00
338.00 Cash Forward * after 100 Shares 07may16 Buy-ins 338.00
Net Cash * after 100 shares stoploss sales 35510.00
Current Cash 35848.00
0.00 Cash Dividends earned 30.00
338.00 Total Cash Available 368.00
65000.00 UUOOPPsies Tax CharityTM
portfolio @ 100 shares of each,
07 June 2016
66760.00 Gain 1.0
months
2.72%
*If portfolio was run @ Quarterly Stoploss
sets instead of 52 week volatility range sets, or
without limit, then all is intact, per,
UUOOPPsies Tax CharityTM
portfolio @ 100 shares of each,
07 June 2016
68828.00 Gain 1.0
months
6.44%
If the errant 52 week stoplosses were applied
as unintended, then buy-ins *per 100 shares,
07jun2016:
UNM Unum Group 33.81 22 31.0

5. “
Page 5 of 7 June 2016 © 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.
UUOOPPsies Tax CharityTM
– 07 June 2016
PPL PPL Corp 39.24 30 37.3
SRE Sempra Energy 108.69 98 104.2
IGT International Game Technology 19.03 15 17.4
IPG Interpublic Group of Cos 23.64 17 22.5
EA Electronic Arts Inc 77.25 40 72.1
EMC EMC Corp. 27.62 26 26.5
STR Questar Corp 25.04 22 23.6
Buy-ins *per 100 shares, 07jun2016 35432.00
Cash Forward * after 100 Shares 07may16 Buy-ins 416.00
65000.00 UUOOPPsies Tax CharityTM
portfolio @ 100 shares of each,
07 June 2016
66760.00 Gain 1.0
months
2.72%
Engage in “likeables” save your own bacon. Because we can, you can
The conventional investment industry cannot prove any of their assumptions underlying their methods,
whose results are 1.03:1, like17
a coin toss. Avoid those Artful Dodgers playing dice with your wallet18
.
Investors need a real compass19
. Risk Price shows their way20
. Our TaxCharityTM
gives proof. In the
spirit and tradition of real science of Bacon and Newton we feign nothing; our demonstrations are in
real time with real consequences obtaining real benefit to investors’ wallets, because we can.
In our Modal Geometry 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 more by rigorous observation in the real world of
corporate ledgers relation to balance sheets. That is aided with logic, epistemology, and some powerful
mathematics that ciphers the flow and power of debt to credit float. That discerning of balance sheet
statements is real science on the 'state' of a firms business process. The Risk PriceTM
is new science.

6. “
Page 6 of 7 June 2016 © 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.
UUOOPPsies Tax CharityTM
– 07 June 2016
That is not conventional assumptions with little relevance but to gossip. Gossip has always been the
means of grift, inside-trading and pump-rooms. Rightfully all of those too common practices in the
industry are illegal but difficult to prove in courts of law, in the face of implausible denials and when
the expertise of the experts testimony is from the same gospel of convention21i
.
Our reasons for having any equity in our portfolios are clear, concise and consistent. ‘likeables’ are
equities shown valued by investors, tending to continuing gain, which investors have demonstrated a
determination to buy and hold at stock prices above the price of risk. That tendency demonstrates 2 of 3
‘likeables’ gaining for the long term, as we continue to show, in more than theory, in real markets.
Proof is positive, in our TaxCharityTM
and BookBuilderTM
suite of portfolios extending our
proprietary information to small investors use. The ABC-Zs suit larger wallets. But all our portfolios
scale up, as many of our sneakier viewers know. Amorality is not what Adam Smith proposed as basis
for economic society, society did not need ‘professionals’ cons for that. Because we can, while the
entire financial industry is so busy blowing bubbles22
with cash from your wallet.
Know What You Have. Have What You Know.
Our risk averse view works. The proof of our method is clear and forthrightly shown. Of course we
require 2&20 fees for doing that, or utilize our StockTakers 12% Bond. Mail us for your wealthy
helping of what we can do for you. Because we can. You have proof.
Hans Goetze,
Architypes Inc. architypes@gmail.com and StockTakers Limited
Head Office
76 351 Chemin Boulanger
Sutton, PQ
J0E 2K0
450 538-1270
647 608-2176
1
http://riskwerk.com/2014/02/05/pi-demand-and-supply/
2
https://en.wikipedia.org/wiki/Thuggee
3
E. Goetze, The Modal Geometry of the Firm and Worth of the Trading Connections, 2009
4
http://www.rainmedia.net/portfolio/the-retirement-gamble/
5
https://www.hedgefundresearch.com/mon_register/index.php?fuse=login&hi HFRX Daily Indices - April 2016
6
http://riskwerk.com/2013/09/15/earnings-dont-matter-2/
7
http://riskwerk.com/2013/05/18/the-real-intelligent-investor/
8
http://www.slideshare.net/HansGoetze/judge-by-company-they-keep
9
http://riskwerk.com/2013/09/15/earnings-dont-matter-2/
10
http://riskwerk.com/2013/08/07/the-god-stock-econo-speak/
11
http://riskwerk.com/2013/10/07/bn-the-riskwerk-company-glossary/
12
http://www.slideshare.net/HansGoetze/stocktakers-12-bond

7. “
Page 7 of 7 June 2016 © 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.
UUOOPPsies Tax CharityTM
– 07 June 2016
13
http://riskwerk.com/2014/07/29/pi-the-process-option-pricing/
14
http://riskwerk.com/2013/08/10/the-sp-tsx-hangdog-market-3/
15
http://www.slideshare.net/HansGoetze/the-grail-and-the-goat-portfolios
16
http://www.slideshare.net/HansGoetze/four-horses-of-portfolio-apocollapse ;
http://www.slideshare.net/HansGoetze/fearful-fund-fantasies
17
http://www.slideshare.net/HansGoetze/the-grail-and-the-goat-portfolios on North American markets the combined average
result of ‘managers’ investment models is 1.03:1, statistically no better than monkeys tossing coins or dice as compared to Risk Price
driven ‘likeables’ portfolio showing 2.28:1 of the equities gain for long periods, the rest is ‘gardening’
18
https://www.youtube.com/watch?v=gvZSpET11ZY
19
http://www.slideshare.net/HansGoetze/orienteering-among-magpies
20 http://riskwerk.com/2012/08/26/the-price-of-risk/
21
https://en.wikipedia.org/wiki/The_Structure_of_Scientific_Revolutions several wealth management CFOs, universities '
candidates and established PhD economists have begun following our work and 'liking' what they have discovered in our
content
22
http://riskwerk.com/2013/10/14/asset-bubbles-day-october-14-2013/