1. “
ABCs Defense of Capital, Tax CharityTM–22 December 2013
"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
Risk Price analysis of balance sheets allows us to discern a most useful partition from all the
equities in any market. These are “likeables” because investors have consistently shown they prefer
them and price them up. So there is much to like. As a group 2 of 3 of these “likeables” equities we
identify tend to gain in stock price for long periods. We understand why by proven theory1. Proven
also in open display, because we can. No one else can, so they do not. Because we can, we do.
As open handed display of our methods in January 2012 we released the ABC’s portfolio comprised
of just the of newly identified equities on TSX and NYSE “likeables” market partition. They are
revealed by their rise above Risk Price, our metric that investors must know to defend their capital.
Those ABCs made the case even as these two markets diverged. There were 16 equities in the TSX
sample for an aggregate $41.972 invested and 12 in the NYSE sample portfolio for an aggregate
$77,436 invested at outset. Through 2012 in both ABC’s, 5 were dropped due to negative change in
their Risk Price metrics, finishing 2012 with the TSX sample up 22.64% and the NYSE sample up
38.97%. These substantively different markets moved in different directions.
The TSX had declined early in 2012 and then regained ending up 6.02% and the NYSE had started
hot and then cooled to obtain a 8.35% gain in the year. Roughly a four-fold gain was made in both
ABC portfolios over their markets. The hedge funds HFRI2 recorded only 6.16% on the NYSE ln
2012 prior to their taking fees as supposed earned despite their underperformance.
Our ABCs sample portfolios we have continued through 2013 as open display. TSX first declined
in 2013 then gained since the end of July. The TSX- ABCs 2 year gain is now total 56.21% through
2013 adding 10.68%. The NYSE - ABCs portfolio 2 year gain totals 50.51%, in 2013 adding
31.51%. Idle cash value is eroded by inflation. Our ‘likeables’ that tend to hold their value and gain
are better than cash. We like Capital Safety and Liquidity as has consistently shown and proven
works for high capital appreciation, less risk more gain. Sounds strange truth to power3 there is no
science in conventional fund portfolio methods. Their artifice claims fees for their playing dice.
The TaxCharityTM portfolios we posted January 2013 took-up the challenge for the small investor
to invest new cash under the limits of annual Tax shelter provisions. Followers have done well. Our
BookBuilderTM builds your wealth for your childrens’ education, or your small savings.
August 2013 we issued new 2013 TaxCharityTM and BookBuilderTM portfolios to make use of new
tax sheltered savings. As we seek accredited investors to extend our achievement with our new
theory of the firm we charitably offer some of our “Perpetual Bond” list of “likeables” proprietary
information to help small investors. Because we can we do. “Likeables” portfolios perform.
Conventional investment industry projects “expertise” but have only poor models of untestable
conjectures claimed as theory. That just culls small investors’ wallets to their unproven use. All the
fun, fees and profit is theirs, but next to nothing for you4 are ever left, just their tease, for fees.
Page 1 of 6
November 2013 © 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. “
ABCs Defense of Capital, Tax CharityTM–22 December 2013
ABCs for TSX Firms portfolio from 31 December
2011
ARC Resources
Anvil Mining (Sold on Takeover 21Feb12)
Brookfield Asset Management
Bombardier (Sold on N* decline 30Nov12)
BCE Inc (Sold on N* decline 12jun13)
Cogeco Cable
CCL Industries
Canfor Corp
Centerra Gold (Sold on N* decline 30Nov12)
Cenovus Energy (Sold on N* decline 30Nov12)
Canadian Western Bank (Sold on N* decline 30Nov12)
Dollarama Inc
Emera Inc (Sold on N* decline 22oct12)
Enbridge Inc (Sold on $topLoss 04dec13)
Fortis Inc (Sold on N* decline 30un13)
Finning International (Sold on N* decline 30jun13)
Buy-ins 01Jan13
Gildan Activewear Inc.
Linamar Corporation
Sun Life Financial Inc.
Buy-ins 15Jun2013
CGI Group
Buy-ins 31Jul2013
Calfrac Well Services Ltd.
MTY Food Group Inc
Buy-ins 22Oct2013
Hudsons Bay Company.
Celestica Inc.
Market
Price
Symbol
Stop/Loss
SF
(Risk Price)
28.5 ARX.TO
AVM.TO
41.9 BAM-A.TO
BBD-B.TO
BCE.TO
50.33 CCA.TO
84 CCL-A.TO
28.61 CFP.TO
CG.TO
CVE.TO
CWB.TO
84.81 DOL.TO
EMA.TO
ENB.TO
FTS.TO
FTT.TO
$28
$28
$33
$4
$36
$39
$37
$13
$17
$35
$30
$55
$32
$49
$38
$24
$39
$4
$43
$44
$68
$24
$2
$29
$35
$79
$28
$43
$29
$24
59.4 GIL
44.61 LNR
38.67 SLF
$40
$19
$28
$50
$37
$34
34.68 GIB.A
$33
$33
31.2 CFW
32.5 MTY
$30
$21
$28
$28
17.2 HBC
11.43 CLS
$17
$9
$17
$9
47.04 LB
$45
$44
Gain 24.75
months
59.23%
Gain 24.75
months
59.23%
$40
$38
Buy-ins *100 shares 22Dec2013
Laurentian Bank of Canada
Portfolio Value 22 January 2014 (including dividends) /
66832.00 / 41972.00
31 December 2011
Net Cash * after 100 Shares 22dec Buy-ins
Portfolio Value 22 January 2014 (including dividends) /
244.00
66832.00 / 41972.00
31 December 2011
(Pending Need for Change or investing new Savings)
AltaGas Ltd.
Page 2 of 6
41.51 ALA
November 2013 © 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.

3. “
ABCs Defense of Capital, Tax CharityTM–22 December 2013
Bonterra Energy Corp.
Canadian Natural Resources Limited
ATS Automation Tooling Systems Incorporated
DREAM Unlimited Corporation
CAE Inc.
Crescent Point Energy Corp.
Leon's Furniture Limited
Power Corporation of Canada
Resolute Forest Products Inc
AB-Z 2014 TSX Portfolio * after 100 Shares Buy-ins
52.35
36.14
14.18
17.00
14.24
39.83
14.31
31.94
20.72
44403.00
BNE
CNQ
ATA
DRM
CAE
CPG
LNF
POW
RFP
$54
$33
$10
$16
$9
$40
$12
$28
$13
$50
$33
$12
$15
$12
$39
$13
$30
$15
44403.00
22 December 2013
Buy-ins * per 100 Shares 22 December 2013
Acadian Timber Corporation
Ainsworth Lumber Company Limited
Aecon Group Inc.
ARC Resources Ltd.
Bell Aliant Inc.
Bombardier Inc. (Sold on $topLoss 21jan14)
Progressive Waste Solutions Ltd.
Bank of Nova Scotia (The)
Calfrac Well Services Ltd.
Canadian Imperial Bank Of Commerce
Crescent Point Energy Corp.
Canadian Utilities Limited
Vermilion Energy Inc.
AB-Z 2014 TSX Portfolio
13.12
4.03
15.95
28.50
26.66
4.00
26.01
64.60
31.20
89.49
39.83
36.71
63.20
ADN
ANS
ARE
ARX
BA
BBD.B
BIN
BNS
CFW
CM
CPG
CU
VET
44330.00 / 44403.00
22 January 2014 / 22 December 2013
$10
$3
$13
$28
$25
$5
$26
$59
$30
$72
$40
$34
$53
Gain 1.0
months
$11
$3
$14
$28
$26
$4
$25
$63
$29
$86
$39
$34
$57
-0.16%
Engage in “likeables” save your own bacon.
Do not expect perfect of Risk Price. Tendency for gain is not the same as pin-the-point on the mule
as most seek. Motley brayers talk only of the survivor bias winner. Let others chase gamblers’
risk/reward model that rarely works, as the house wins, on fees you donated. Risk Price works.
Proven behaviour of market investors to “likeables” is they like them, that is why 2 of 3 tend to
long term gain in stock price once they trade above the Risk Price. It is essential least eight or more
‘likeables’ portfolio at any time to benefit that tendency. (Holding 100 share blocks for 'collaring
options’ enhances gain. StopLoss weeds laggards to more simply defend small investor capital.)
We share our Risk Price proprietary information to small investors. Pay-forward our charity by
designating our normal ‘2 & 20’ fee portion to social charity. Good works deserve5 our help.
Page 3 of 6
November 2013 © 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.

4. “
ABCs Defense of Capital, Tax CharityTM–22 December 2013
ABCs for NYSE Firms 22 January 2014 (including
dividends) / 31 December 2011
Alexander & Baldwin (Sold on N* negative 31jul12)
Alaska Air Group
American Express Co
Brookfield Asset Management
Caterpillar (Sold on N* negative 30nov12)
Colgate-Palmolive (stock split 2 for 16may2013)
Cummins (Sold on N* negative 30nov12)
ConocoPhilips (Sold on N* negative 30nov12)
CSX Corp
Chevron (Sold on N* negative 30nov12)
Walt Disney Co
GATX Corporation ($topLoss sold 10Jul13)
General Electric Company
Buy-ins 01Jan13
Gamestop Corp CL A (Sold on $topLoss 14jan14)
Hasbro Inc
HSBC Holdings PLC ADS
Host Hotels & Resorts Inc
Huntington Bancshares Inc
Intercontinental Exchange Inc
Interpublic Group of Cos
KLA-Tencor Corporation ($topLoss sold 27aug13)
MBIA Inc (Sold on $topLoss 13dec12)
Principal Financial Group Inc
Tyson Foods Inc CL A
Market
Price
Symbol
Stop/Loss
SF
(Risk Price)
$34
$42
$52
$30
$89
$49
$102
$57
$21
$112
$49
$41
$20
$33
$67
$76
$37
$77
$62
$119
$69
$24
$117
$64
$47
$25
GME:US
HAS
HBC:US
HST:US
HBAN:US
ICE:US
IPG:US
KLAC:US
MBI:US
47.23 PFG:US
35.58 TSN:US
$29
$41
$6
$46
$14
$131
$11
$45
$8
$27
$21
$40
$47
$8
$52
$17
$210
$15
$58
$11
$44
$28
OMX:US
34.62 P:US
19.37 RRD:US
UBS:US
$10
$24
$15
$15
$11
$24
$15
$16
32.00 BBY:US
34.88 HIG:US
18.51 JBL:US
$32
$27
$21
$32
$32
$17
34.45 HSH:US
$30
$31
12.06 XRX:US
$9
$10
ALEX
81.87 ALK*48
91.13 AXP*48
37.82 BAM*26
CAT
128.02 CL*80
CMI
COP
27.22 CSX*20
CVX
75.31 DIS*37
GMT*33
27.08 GE*17
40.00
52.37
9.89
55.75
19.57
209.98
17.56
Buy-ins 31Jul2013
OfficeMax Incorporated (Takenover by ODP 01nov13)
Pandora Media Incorporated
Donnelley RR & Sons Company
UBS AG ($topLoss sold 05nov13)
Buy-ins 31Aug2013
Best Buy Co. Inc (Sold on $topLoss 14jan14)
Hartford Financial Services
Jabil Circuit Inc
Buy-ins 22Nov2013
Hillshire Brands Company
Buy-ins *100 shares 22Dec2013
Xerox Corp
Portfolio Value 22 January 2014 (including dividends) /
Page 4 of 6
116529.00 / 77436.00
November 2013 © 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 24.75
50.48%

5. “
ABCs Defense of Capital, Tax CharityTM–22 December 2013
31 December 2011
months
Prior Cash Forward (after Buy-in 22dec13)
Net Cash (on StopLoss sales *100 shares (GME, BBY)
Current Cash
Buy-ins *100 shares 22jan14
Ciena Corp
DENTSPLY International Inc
Net Cash (on buy-ins *100 shares (CIEN, XRAY) 22jan14)
Portfolio Value 22 January 2014 (including dividends) /
24.00
7200.00
7224.00
23.57 CIEN:US
47.78 XRAY
89.00
116529.00 / 77436.00
31 December 2011
$19
$46
Gain 24.75
months
$20
$46
50.48%
(Pending Need for Change or investing new Savings)
Ascena Retail Group Incorporated
Deltic Timber Corporation
First Horizon National Corp
Genworth Financial Inc
Westmoreland Coal Company
Yelp Incorporated
AB-Z 2014 NYSE Portfolio 22 December 2013
Agilent Technologies Inc
AGCO Corp
AMC Networks Incorporated
Amgen Inc.
Airgas Incorporated
Beam Incorporated
Baidu Inc. ADS
Biogen Idec Inc
Crown Castle International Corporation
Cerner Corp.
CH Robinson Worldwide Inc
Capital One Financial Corp
Cognizant Technology Solutions Corp.
Zions Bancorporation
AB-Z 2014 NYSE Portfolio
22 January 2014
(including dividends) / 22 December 2013
20.05
65.43
12.23
16.08
21.82
81.28
ASNA:US
DEL:US
FHN:US
GNW:US
WLB:US
YELP:US
$20
$58
$9
$12
$12
$58
$19
$56
$10
$13
$14
$51
$44
$48
$49
$52
$60
$77
$57
$103
$83
$55
$128
$101
$63
$44
$51
$61
$78
$22
$102
$64
$137
$215
$70
$48
$55
$64
$85
$26
131242.00
56.96
57.62
64.57
114.03
109.9
67.34
173.36
283.34
71.98
54.67
56.54
74.73
98.16
29.22
138524.00
A:US
AGCO Corp
AMCX:US
AMGN:US
ARG:US
BEAM:US
BIDU:US
BIIB:US
CCI:US
CERN:US
CHRW
COF:US
CTSH:US
ZION:US
/ 131242.00
Gain 1.0
months
5.55%
Engage in “likeables” save your own bacon.
The conventional investment industry cannot prove any assumptions underlying their methods,
whose results are 1.03:1, like a coin toss. Avoid those Artful Dodgers playing dice with your wallet.
Investors need a real compass6 Risk Price to find their way. Our TaxCharityTM gives proof.
Page 5 of 6
November 2013 © 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.

6. “
ABCs Defense of Capital, Tax CharityTM–22 December 2013
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 rigourous observation in the real
world of corporate ledgers relation to balance sheets. That is aided with logic, epistemology, and
some powerful mathematics, not conventional assumptions with little relevance or real science.
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.
Proof is positive, in our TaxCharityTM and BookBuilderTM portfolios extending our proprietary
information to small investors. The ABCs and new AB-Zs suit larger wallets. Because we can,
while the entire financial industry is so busy blowing bubbles7 with cash from your wallet.
Know What You Have. Have What You Know.
Our risk averse view works. 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
1
351 Chemin Boulanger
Sutton, PQ
J0E 2K0
450 538-1270
E. Goetze, The Modal Geometry of the Firm and Worth of the Trading Connections, 2009
2
https://www.hedgefundresearch.com/mon_register/index.php?fuse=login&hi
3
http://riskwerk.com/2013/05/18/the-real-intelligent-investor/
4
http://riskwerk.com/2013/09/15/earnings-dont-matter-2/
5
http://www.slideshare.net/HansGoetze/the-corporate-social-on-our-best
6
http://riskwerk.com/2012/08/26/the-price-of-risk/
7
http://riskwerk.com/2013/10/14/asset-bubbles-day-october-14-2013/
Page 6 of 6
November 2013 © 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.