This document discusses investment strategies and portfolios focused on identifying "likeables" equities through risk price analysis. It provides updates on the performance of various portfolios consisting of equities from the TSX and NYSE that were identified as "likeables" based on being above their risk price. The portfolios have significantly outperformed since their inception in 2011-2013, with gains of 80-130% over 3-4 years. The document encourages seeking out "likeables" to protect capital and generate gains, as conventional investment methods allegedly lack science and benefit managers more than investors.

1. “
Page 1 of 7 October 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.
ABCs to Zs Defense of Capital, Tax CharityTM
–31 October 2015
Risk PriceTM
analysis of balance sheets allows us to discern a most useful partition from all the equities
in any market. These are “likeablesTM
” because they seem “undervalued1
” 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.
As a group, 2 of 3 “likeablesTM
” equities we identify by Risk PriceTM
tend to gain in stock price for
long periods. We understand why by proven theory2
. We give proof also in open display in real time
markets. Because We Can. No one else can, so they do not. WE DO, Because We Can.
As open handed display of our methods in January 2012 we released the ABC’s portfolio comprised of
just newly identified equities on TSX and NYSE “likeablesTM
” market partition. Our “likeables” are
revealed by their rise above Risk Price TM
our metric investors must know to defend their capital.
Our ‘likeables’ tendancy to hold value and gain is better than cash. Risk Averse, Capital Safety and
Liquidity in our method has consistently shown and proven high capital appreciation. Less risk more
gain sounds strange but truth to power3
there is no science in conventional fund portfolio methods.
Then we arbitrarily extended those ABCs to Z showing both ends of our AlphaSmartTM
result. The
ABC-Z portfolios make our case even as these two substantively different markets have diverged in
their own pitch and yaws, often moved in different directions. Our ABC-Z sample portfolios are proof
we have continued in open display.
Fund managers are victims of their own gossip; it is all they have to sell. They are just playing dice4
,
with your money. The self proclaimed ‘bright lights’ running hedge funds HFRI5
record only 5.14%
gain for the past three years. Less than inflation, as in all years, yet despite such underperformance they
take fees supposed earned. Your risk is their ‘professional’ gain.
As some ‘dollar-per-word’ gossips called the DJI to hit 2000, in 2014 autumn high downside volatility
hit stop-loss settings intended to protect your capital. Market mavens are irrational, for no reason
calling for the sky and bottoms of the market to fall, as deflating Quantitative Eating slid on pools of oil
flooding from terrorists markets already known bloated. Balance sheets tell the reality of valiant
business ideas and how well they have been doing in the real economy. That is a different real story.
Judging by the content in balance sheets is different than the latest cover flap story.
We seek accredited investors to extend our achievement with our new theory of the firm. We offer
some of our proprietary list of “likeables” to help small investors. “Likeables” portfolios performance
is proven. Because we can, we do. With proven ‘likeables’ we can do AlphaSmartTM
for all investors.
The TaxCharityTM
and BookBuilderTM
portfolios take the challenge for the small investor to invest
savings under the limits of annual Tax shelter provisions. Our followers have done well. Our
TaxCharityTM
and BookBuilderTM
build your wealth for childrens’ education or your income.
"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

2. “
Page 2 of 7 October 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.
ABCs to Zs Defense of Capital, Tax CharityTM
–31 October 2015
We have seen the real behaviour of market investors to “likeables” is they like them. Their desire is
evident as demand exceeding the supply driving the “likeables” prices up. We must rebuild from
baseless volatility setbacks of the ‘dollar-per-word’ market mavens gossip.
Conventional investment industry claims “expertise” but use untestable models, conjectures claimed as
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 you6
are ever left, just their tease, for fees, and no thanks. Their baseless
swing from no-ooo to buy-eee wrecked havouc on the A-Z portfolios but the capital is safe. StopLoss
intended to protect your capital did their job though most all equities then rebounded in days, to be
beaten down again. As we reset these ABC-Zs many are bought back for less, while still “likeables’.
Passive stop-loss keeps things reasonably safe and simple enough to be useful for small investors. We
have more active and complex methods using collaring options when suitably available for sharpening
gains and limiting exit due to unreasonable market mavens gambolling goats7
grazing on their client
wallets. There is no science in conventional fund portfolio methods. Their artifice takes fees for their
playing dice, with your money. Avoid those Artful Dodgers. We prove, because we can.
ABCs for TSX Firms portfolio from 31 December
2011
Market
Price
Symbol SF
(Risk Price)
Stop/Loss
See old posts for Buy-ins 01 December 2011 *100 shares each
Buy-ins *per 100 shares 31mar2015
Catamaran Corp. (Optumrx Buyout 27jul15) 80.18 CCT 59 73.7
Buy-ins *per 100 shares 30sep2015
Agrium Inc. 121.65 AGU 96 114.7
Alimentation Couche-Tard Inc. 56.25 ATD.B 30 53.3
Brookfield Asset Management Inc. 45.68 BAM.A 40 39.3
BCE Inc. 56.52 BCE 39 52.0
Cogeco Cable 67.53 CCA.TO 59 61.1
CCL Industries 187.00 CCL-A.TO 100 160.0
Canadian Imperial Bank Of Commerce 100.28 CM 82 95.2
Dollarama Inc 88.33 DOL.TO 35 85.2
George Weston Limited 110.12 WN 93 106.3
ABCs -TSX 2011 Portfolio Value 22 March 2015
(including dividends) / 31 December 2011
96512.80 / 41972.00 Gain 46
months
129.94%
Cash Forward * after 100 Shares 22mar15 Buy-ins 606.00
Net Cash * after 100 shares CCT closeout 8018.00
Current Cash 8624.00
Buy-ins *per 100 shares 31oct2015
Progressive Waste Solutions Ltd. 35.40 BIN 29 34.4
Cineplex Inc. 50.39 CGX 39 48.9

3. “
Page 3 of 7 October 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.
ABCs to Zs Defense of Capital, Tax CharityTM
–31 October 2015
Cash Forward * after 100 Shares 22mar15 Buy-ins 45.00
Cash Dividends earned 4552.50
Total Cash Available 4597.50
ABCs -TSX 2011 Portfolio Value 30 September
2015 (including dividends) / 31 December 2011
95124.80 / 41972.00 Gain 45
months
126.64%
(Pending Need for Change or investing new Savings)
Canadian Apartment Properties REIT 28.18 CAR.UN 26 27.5
Element Financial Corporation 18.74 EFN 12 17.1
Quebecor Inc. 27.67 QBR.B 24 31.3
AB-Z 2013 TSX Portfolio * after 100 Shares Buy-ins
22 December 2013
44403.00 44403.00
See old posts for Buy-ins 01 December 2013 *100 shares each
Buy-ins *per 100 shares 22aug2014
Canadian Apartmt Prop. REIT ($28.2 $topLoss 06oct15) 28.20 CAR.UN 26 28.2
Buy-ins *per 100 shares 22mar2015
Davis + Henderson Corp. ($39.8 $topLoss 14oct15) 39.80 DH 28 39.8
Buy-ins *per 100 shares 30sep2015
Allied Properties Real Estate Investment Trust 34.34 AP.UN 31 32.9
Brookfield Asset Management Inc. 45.68 BAM.A 40 39.3
Emera Inc 42.84 EMA.TO 36 41.3
Fortis Inc. 37.85 FTS 35 34.1
CGI Group 48.57 GIB.A 41 45.1
Hudsons Bay Company 22.73 HBC 18 19.5
Intact Financial Corporation 93.39 IFC 68 88.2
Just Energy Group Inc. 9.61 JE 8 7.8
Keyera Corp. 40.35 KEY 38 34.8
WestJet Airlines Ltd. 24.22 WJA 26 21.8
AB-Z 2013 TSX Portfolio 31 October 2015
(including dividends) / 22 December 2013
48848.00 / 44403.00 Gain 22.0
months
10.01%
Cash Forward * after 100 Shares 22mar15 Buy-ins 991.00
Net Cash * after 100 shares stoploss 6800.00
Current Cash 7791.00
Buy-ins *per 100 shares 31oct2015
CI Financial Corp. CIX 30 30.5
West Fraser Timber Co. Ltd. WFT 41 41.2
Cash Forward * after 100 Shares 30sep15 Buy-ins 4.00

4. “
Page 4 of 7 October 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.
ABCs to Zs Defense of Capital, Tax CharityTM
–31 October 2015
Cash Dividends earned 1098.99
Total Cash Available 1985.83
AB-Z 2013 TSX Portfolio 31 October 2015
(including dividends) / 22 December 2013
48848.00 / 44403.00 Gain 22.0
months
10.01%
Engage in “likeables” to 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 claim. Motley brayers talk only of the survivor bias winner. Let others chase gamblers’
risk/reward model that rarely works, as their house wins, on fees you donated them. Risk Price works.
Proven behaviour of market investors to “likeables” is they like them, this 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’ can enhance gain. StopLoss weeds laggards to more simply defend small investor capital.)
We share our Risk Price driven proprietary information to small investors. Pay-forward our charity by
designating our normal ‘2 & 20’ fee portion to social charity. Good works deserve8
our help.
ABCs for NYSE Firms 31 December 2011 Market
Price
Symbol SF
(Risk Price)
Stop/Loss
(See prior posts for early trading history)
Buy-ins *100 shares 30sep15
Accenture PLC CL A 107.20 ACN:US 65 102.9
Analog Devices Inc 60.12 ADI:US 46 56.5
Alexion Pharmaceuticals Inc. 176.00 ALXN 150 166.3
BMRN BioMarin Pharmaceutical Incorporated 117.04 BMRN:US 83 105.3
Broadcom Corp. 51.40 BRCM 41 49.9
Cardinal Health Inc 82.20 CAH:US 56 79.3
Crown Castle International Corporation 85.46 CCI:US 81 83.3
Tableau Software Incorporated 83.96 DATA 64 74.7
Dollar General Corp. ($68.9 StopLoss 06oct15) 68.90 DG:US 57 66.1
Electronic Arts Inc 72.07 EA 40 66.3
Ecolab Inc 120.35 ECL:US 103 109.0
WPP plc 112.06 WPPGY:US 68 107.6
DENTSPLY International Inc 60.85 XRAY 43 53.3
Yum! Brands Inc. ($75.4 StopLoss 07oct15) 75.40 YUM 70 72.0
Zimmer Biomet Holdings Inc 104.57 ZBH:US 71 100.2
ABCs for NYSE 2011 Portfolio Value
30 October 2015 (including dividends) / 31 December 2011
143507.00 / 77436.00 Gain 45
months
80.66%

5. “
Page 5 of 7 October 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.
ABCs to Zs Defense of Capital, Tax CharityTM
–31 October 2015
Cash Forward (* after 100 Shares 30sep15 Buy-ins) 1100.00
Net Cash * after 100 shares stoploss DG YUM 14420.00
Current Cash 15520.00
Buy-ins *100 shares 301oct15
Adobe Systems Inc. 88.66 ADBE:US 53 84.7
Allegion PLC 65.17 ALLE:US 50 61.9
Cash Forward (* after 100 Shares 30sep15 Buy-ins) 137.00
Cash Dividends earned 4649.02
Total Cash Available 4786.02
ABCs for NYSE 2011 Portfolio Value
30 October 2015 (including dividends) / 31 December 2011
143507.00 / 77436.00 Gain 45
months
80.66%
(Pending Need for Change or investing new Savings)
Northrop Grumman Corp 187.75 NOC:US 85 157.0
Roper Industries Incorporated 186.35 ROP:US 110 164.8
JM Smucker Company 117.39 SJM:US 95 113.1
AB-Z 2013 NYSE Portfolio 22 December 2013 131242.00
(See prior posts for early trading history)
Buy-ins *100 shares 22mar15
Quest Diagnostics Inc. ($69.3 stoplost 24apr15) DGX 63 72.9
Electronic Arts Inc. 72.07 EA 40 66.3
Varian Medical Sys Inc. ($87.5 stoplost 22apr15) VAR:US 81 80.8
Williams-Sonoma Incorporated 73.75 WSM 49 70.4
Buy-ins *100 shares 30sep15
Accenture PLC CL A 107.20 ACN:US 65 102.9
Alexion Pharmaceuticals Inc. 176.00 ALXN 150 166.3
Amgen Incorporated 158.18 AMGN 96 150.3
Boeing Company 148.07 BA 108 142.1
Bayer AG ADR ($75.4 StopLoss 07oct15) 124.20 BAYRY:US 115 120.5
Becton Dickinson & Co 142.52 BDX:US 95 136.8
Check Point Software Technologies Ltd. 84.94 CHKP:US 62 82.0
Charter Communications Incorporated 190.94 CHTR:US 119 182.3
Cigna Corp 134.04 CI:US 89 123.3
Xcel Energy Inc 35.63 XEL:US 29 34.6
Yum! Brands Inc. ($75.9 StopLoss 07oct15) 75.90 YUM 70 72.5
Zoetis Incorporated 43.01 ZTS 35 40.2
AB-Z 2013 NYSE Portfolio 31 SOctober 2015 158943.44 / 131242.00 Gain 22.0 21.11%

6. “
Page 6 of 7 October 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.
ABCs to Zs Defense of Capital, Tax CharityTM
–31 October 2015
(including dividends) / 22 December 2013 months
Cash Forward (* after 100 Shares 22may14 Buy-ins) 306.00
Net Cash * after 100 shares stoploss BAYRY YUM 20010.00
Current Cash 20316.00
Buy-ins *100 shares 31oct15
BMRN BioMarin Pharmaceutical Incorporated 117.04 BMRN:US 83 105.3
Check Point Software Technologies Ltd. 84.94 CHKP:US 62 82.0
Cash Forward (* after 100 Shares 22may14 Buy-ins) 118.00
Cash Dividends earned 1911.14
Total Cash Available 2029.14
AB-Z 2013 NYSE Portfolio 31 SOctober 2015
(including dividends) / 22 December 2013
158943.44 / 131242.00 Gain 22.0
months
21.11%
Engage in “likeables” save your own bacon.
The conventional investment industry cannot prove any of their 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 compass9
. Risk Price finds their way. 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 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 but, 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.

7. “
Page 7 of 7 October 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.
ABCs to Zs Defense of Capital, Tax CharityTM
–31 October 2015
Proof is positive, in our TaxCharityTM
and BookBuilderTM
portfolios extending our proprietary
information to small investors. The ABC-Zs suit larger wallets. Because we can, while the entire
financial industry is so busy blowing bubbles10
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
351 Chemin Boulanger
Sutton, PQ
J0E 2K0
450 538-1270
1
http://riskwerk.com/2014/02/05/pi-demand-and-supply/
2
E. Goetze, The Modal Geometry of the Firm and Worth of the Trading Connections, 2009
3
http://riskwerk.com/2013/05/18/the-real-intelligent-investor/
4
http://www.rainmedia.net/portfolio/the-retirement-gamble/
5
https://www.hedgefundresearch.com/mon_register/index.php?fuse=login&hi
6
http://riskwerk.com/2013/09/15/earnings-dont-matter-2/
7
http://www.slideshare.net/HansGoetze/the-grail-and-the-goat-portfolios
8
http://www.slideshare.net/HansGoetze/the-corporate-social-on-our-best
9
http://riskwerk.com/2012/08/26/the-price-of-risk/
10
http://riskwerk.com/2013/10/14/asset-bubbles-day-october-14-2013/