Stock takers capital taxcharitytm 15feb2014

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Information about Stock takers capital taxcharitytm 15feb2014

Published on February 16, 2014

Author: HansGoetze

Source: slideshare.net

Description

StockTakers extends its proprietary "likeables" update Valentine in charity for small investors. Because we can, you can.

“ Defend Your Capital, TaxCharityTM Update–15 February 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, our 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. Risk Aversion, Capital Safety and Liquidity in ‘likeables’ we prove works for you. This past year US markets have rebounded particularly well fed on Quantitative Eating courtesy of the Federal Reserve. This month market mavens got ‘surprised’ again. Consumers are demanding, firms are not reversing their balance sheets. Our public TaxCharityTM and BookBuilderTM portfolios show better using our new theory of the firm. We seek sophisticated 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 we have proven the case through the two recessions experienced these past 13 years. See our articles StockTakers’ 2012Q1 bite on DJI. and The Counter Culture: Case for a Can Opener. Our work stands on giants, insights of three very different laureates. Our “likeables” behaviour is proof. That proven behaviour fund managers like CPPIB refuse to understand. Politicians demand you must trust to invest even double 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 the boats. Quantitative Eating treacle-down capitalizes US markets - not yet consumer demand driven economy getting-on with their lives. The 2012 TSX “likeables” made 34.01% gain in 14.5 months now trending above our average IRR. The vibrant NYSE 2012 “likeables” portfolio has gained far above average 42.37%. More proof is found in 5.0 month gain of 23.54% in the 2013 ‘likeables’ NYSE portfolio, a mere 19.13% on less vibrant TSX. 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, you can. Page 1 of 7 February 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.

“ Defend Your Capital, TaxCharityTM Update–15 February 2014 TaxCharityTM Portfolios Update List – 15 February 2014 Market NYSE Value 17K Firms 2012 limits Price Symbol Stop/Loss SF (Risk Price) 15.00 ACAS:US CVG:US FHN:US 15.00 F:US HERO:US HST:US HBAN:US 16.48 IPG:US 12.92 KEY:US LSI:US MTW:US MBI:US 10.35 RF:US S:US TER:US $10 $14 $9 $13 $4 $14 $6 $11 $9 $6 $12 $8 $6 $5 $14 $15 $19 $11 $15 $5 $18 $9 $16 $12 $10 $23 $10 $10 $8 $18 13.30 BSX:US 26.76 GT:US HCBK:US JDSU:US 14.50 NYT:US SE:US $7 $12 $8 $14 $7 $27 $12 $21 $9 $11 $13 $33 10.55 CPWR:US 8.78 MTG:US $10 $5 $10 $7 5.47 LYG:US OMX:US RRD:US 15.00 SAPE $4 $5 $15 $13 $17 $15 18.22 AZSEY:OTC American Capital Ltd $topLoss sold 11feb14 Convergys Corp $topLoss sold 18apr First Horizon National Corp StopLoss sold 15apr Ford Motor Co. $topLoss sold 31jan13 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 12.20 ERIC:US 16.00 IGT $11 $11 $16 $16 (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 $topLoss sold 04feb13 (Buy-ins 30jsep13) Allianz SE (Buy-ins 15jan14) LM Ericsson Telephone Company International Game Technology $topLoss sold 24jan13 Page 2 of 7 February 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.

“ Defend Your Capital, TaxCharityTM Update–15 February 2014 Current 2012 Portfolio Value 15 February 2014 21660.00 / 15214.00 (including dividends) / 01 December 2012 Net Cash Forward after Buy-ins *100 shares (ERIC, IGT) Net Cash Forward after $topLoss sales *100 shares 15feb14 Current Cash Gain 14.5 months 42.37% 127.00 6100.00 6227.00 (Buy-ins 15feb14) Oracle Corp. Westmoreland Coal Company Net Cash Forward after Buy-ins *100 shares (ERIC, IGT) Current 2012 Portfolio Value 15 February 2014 12.68 ORCL:US 16.00 WLB:US $34 $33 $12 $17 208.00 21660.00 / 15214.00 (including dividends) / 01 December 2012 Gain 14.5 months 42.37% (Pending Need for Change or investing new Savings) ABB Ltd. ADS AK Steel Holding Corp Barnes Group Incorporated Canfor Corporation Dreamworks Animation SKG Incorporated Westpac Banking Corp. ADS USA ROTH/IRA 2013 limit $23 $7 $24 $13 $24 $28 $25 $6 $36 $26 $30 $22 14.26 AHS:US BAH:US 25.00 CIEN:US FHN:US 15.56 GNW:US KKD:US 34.41 AAL/LCC:US 17.95 LPX:US 36.14 P:US 15.78 RDN:US $10 $16 $19 $9 $12 $10 $12 $12 $24 $7 $13 $17 $19 $11 $14 $16 $19 $16 $29 $13 35.96 HSH:US $30 $33 21.81 ETFC:US $13 $18 25.41 6.91 36.66 26.70 32.86 29.78 ABB:US AKS:US B:US CFPZF DWA:US WBK: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 Buy-ins 15Jjan2014 *100 shares each E Trade Financial Corp USA ROTH/IRA 2013 Portfolio 15 February 21990.30 / 17800.00 2014 (including dividends) / 15 September Net Cash Forward after Buy-ins *100 shares (ETFC) Page 3 of 7 193.00 February 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 5.0 months 23.54%

“ Defend Your Capital, TaxCharityTM Update–15 February 2014 USA ROTH/IRA 2013 Portfolio 15 February 21990.30 / 17800.00 2014 (including dividends) / 15 September Engage “Likeables” and save your own bacon. Gain 5.0 months 23.54% 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 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, you 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) 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 Page 4 of 7 Market Price Symbol 15.47 13.73 2.72 15.39 20.55 27.28 29.27 17.55 11.44 Stop/Loss (Risk Price) 19.33 AIM 29.67 SF AQN CAE BCB CFP CSH.UN CUS DML DPM EFX GC HRX DDC MEI MFI MRE NGD PJC.A PSI TDG YRI ARX ESI PD February 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. $12 $6 $9 $8 $13 $7 $7 $1 $12 $12 $9 $8 $17 $3 $12 $8 $13 $15 $15 $7 $16 $28 $17 $9 $18 $7 $13 $8 $26 $10 $5 $1 $2 $14 $12 $10 $15 $2 $15 $7 $5 $17 $21 $9 $7 $27 $16 $9

“ Defend Your Capital, TaxCharityTM Update–15 February 2014 NuVista Energy Ltd. ($top-loss sold 20sep) Air Canada Hudsons Bay Company Leon's Furniture Limited NVA 6.00 AC.B 17.00 HBC 15.81 LNF $7 $2 $17 $12 $6 $7 $16 $14 2.68 BLD $1 $2 4.04 ANS $3 $4 13.50 ADN $10 $11 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 February 2014 26425.00 / 20235.00 (including dividends) / 01 December 2012 Net Cash * Carried after *100 shares Buy-ins 15dec2013 Net Cash * after 100 shares AC-B, HBC stoplost Current Cash Gain 14.5 months 34.01% 13.00 2300.00 2313.00 Buy-ins 15feb2014 *100 shares each First Quantum Minerals Ltd. Net Cash Carried after *100 shares Buy-ins 15feb2014 TSX 2012 Portfolio Value 15 February 2014 21.16 FM $20 $18 197.00 26425.00 / 20235.00 (including dividends) / 01 December 2012 Gain 14.5 months 34.01% (Pending Need for Change or investing new Savings) Progressive Waste Solutions Ltd. Shoppers Drug Mart Corporation Transcontinental Inc. AltaGas Ltd. Black Diamond Group Limited Canadian Energy Services & Technology Corp Canadian 2013 RRSP limit 27.81 58.49 14.96 42.45 29.94 24.84 BIN SC TCL.A ALA BDI CEU $26 $48 $15 $40 $24 $20 $24 $54 $12 $39 $26 $20 CCT CLC CLS HBC HCG FNV GS $58 $51 $9 $17 $60 $47 $29 $10 $16 $70 $42 $26 23820.00 Buy-ins 15sep2013 *100 shares each Catamaran Corporation ($top-loss sold 18sep) CML HealthCare Inc. (Bought by LifeLabs 01oct13) Celestica Inc. Hudsons Bay Company $top-loss seold 23jan Home Capital Group Inc. Franco-Nevada Corporation Gluskin Sheff & Associates Inc ($N* sold 15nov) 10.60 17.00 88.00 57.01 Buy-ins 15oct2013 *100 shares each Page 5 of 7 February 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.

“ Defend Your Capital, TaxCharityTM Update–15 February 2014 Calfrac Well Services Ltd. Pacific Rubiales Energy Corp. N* $top-loss sell 15feb 33.41 CFW 16.57 PRE $30 $24 $28 $16 15.64 ARE 10.66 NDN $13 $8 $14 $9 21.82 RFP $13 $18 Buy-ins 15nov2013 *100 shares each Aecon Group Inc. Nordion Inc. Buy-ins 15dec2013 *100 shares each Resolute Forest Products Inc 2013 TSX Portfolio Value 15 February 2014 28376.00 / 23820.00 (including dividends) / 15 September 2013 Net Cash Carried after *100 shares Buy-ins 15dec2013 Net Cash on HBC PRE sales *100 shares Current Cash Gain 5.0 months 19.13% 176.00 3357.00 4533.00 Buy-ins 15feb2014 *100 shares each Acadian Timber Corporation Altius Minerals Corporation ATS Automation Tooling Systems Inc. Net Cash Carried after *100 shares Buy-ins 15feb2014 2013 TSX Portfolio Value 15 February 2014 13.50 ADN 15.50 ALS 13.78 ATA $11 $14 $13 255.00 28376.00 / 23820.00 (including dividends) / 15 September 2013 Engage in “likeables” save your own bacon. $10 $9 $10 Gain 5.0 months 19.13% 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 their “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. 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. What is the alternative to those Artful Dodgers so busy just blowing bubblesi with cash from your wallet lost in their raging volatility? We are 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 price gossip driven than there is demand for them. Our investment method is proven by long term portfolios gains Page 6 of 7 February 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.

“ Defend Your Capital, TaxCharityTM Update–15 February 2014 BookBuilder™ and TaxCharityTM portfolios are of just our lowest cost "likeables" our methods identify. It is our proprietary information is given freely in charity to enable small investors to keep their savings growing into their wealth. Our method is proven. Because we can, you can. In our Modal Geometryii 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 process 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 i 351 Chemin Boulanger Sutton, PQ J0E 2K0 450 538-1270 http://riskwerk.com/2013/10/14/asset-bubbles-day-october-14-2013/ ii “The Modal Geometry of the Firm and the Balance Sheet Worth of the Trading Connections”, 2006, unpublished but available from the author. Page 7 of 7 February 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.

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