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Page 1 of 3 May 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.
Best Defense of Capital, Tax Charity Update–30 April 2013
The BookBuilder portfolios aim at building the children's education fund so they do not leave
school burdened like a borax mule with vitality sapping debt. RESPs are no help just government
policy eroding saved wealth with 0.823% return.
The difficulty is to avoid the savings traps of mutual funds, ETFs, RIFs as 401K, 529 and pension
funds as other financial products that conspire to artfully exploit the small investor with blessing of
government policy active as lobbyist. The Artful Dodgers are just skilled pick-pockets in suits.
Equities trading above our benchmark Risk Price (SF) are those liked by investors, and two of three
continue to price rise due to investors’ preference. These equities are “likeables.” They are revealed
by their rise above Risk Price, the metric that investors must know to defend their capital.
BookBuilder Portfolios Update List – 15 May 2013
NYSE BookBuilder "likeables" Firms Market
Price
Symbol SF
(Risk Price)
Stop/Loss
Boston Scientific Corp 9.1 BSX $7 $7
Hudson City Bancorp Inc 8.62 HCBK $8 $7
Huntington Bancshares Inc 7.70 HBAN $6 $7
LSI Corp 7.09 LSI $6 $6
Micron Technology Inc 10.87 MU $9 $8
Mitsubishi UFJ Financial Group Inc. ADS 7.28 MTU $7 $6
MGIC Investment Corporation 6.20 MTG $5 $4
Office Depot Inc 4.13 ODP $4 $3
Sprint Nextel 7.25 S $4 $6
Regions Financial Corp 9.14 RF $6 $8
Current Portfolio Value *100 Shares 7738.00
Cashout*100 Shares 00.00
New NYSE “Likeables” (to replace $topLoss sold)
"for the value of money is also perishable." Jean-Baptiste Say , 1803
What investors expect of financial products is a way to secure their hard earned savings while
growing their wealth. The circularity of ‘investment talk’ is what Alice gets at the Tea Party.
“Take some more tea,” the March Hare said to Alice very earnestly.
“I’ve had nothing yet,” Alice replied in an offended tone: “so I ca’n’t take more.”
“You mean you ca’n’t take less,” said the Hatter: “it’s very easy to take more than nothing.”
Pretty much that is the case. They have taken it all before you arrived. “Alice, meet Dr. Artful
Dodger.”
“
Page 2 of 3 May 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.
Best Defense of Capital, Tax Charity Update–30 April 2013
(Pending Need for Change)
Buy In*100 Shares 00.00
Net Cash * 100 (from buy) 00.00
Portfolio Value 30 April 2013 7445.00 Gain 0.5
months 9.83%
TSX BookBuilder "likeables" Firms Market
Price
Symbol SF
(Risk Price)
Stop/Loss
Algonquin Power & Utilities Corp. 8.04 AQN $6 $7
Canexus Corporation 8.67 CUS $7 $8
Denison Mines Corp. 1.2 DML $1 $1
Enerflex Ltd. 13.94 EFX $12 $13
Manitok Energy Inc 2.57 MEI $1 $2
Maxim Power Corp 2.9 MXG $3 $2
Martinrea International Inc 9.21 MRE $1 $2
Precision Drilling Corporation 8.13 PD $9 $7
Superior Plus Corp. 12.67 SPB $13 $11
Trinidad Drilling Ltd. 6.97 TDG $7 $6
Current Portfolio Value (including dividends) 7493.00
Cashout*100 Shares 00.00
New TSX “Likeables” (to replace $topLoss sold)
(Pending Need for Change)
Buy In*100 Shares 00.00
Net Cash * 100 Shares 00.00
Portfolio Value 30 April 2013 (including dividends) 7475.00 Gain 0.5
months
0.031%
Cash must be engaged in the economy or it loses value is simple fact. For small savings it is needful
but arbitrary you feed at the low price end of "likeables" found in the market. What is essential in
your portfolios is that you buy a full complement of at least eight or preferably more equities at any
time (preferably in equal blocks of 100 shares for 'collaring options' as exit strategy to maximize
gains). Tendency for gain is not the same as pin-the-point on the mule as most encourage or seek.
“
Page 3 of 3 May 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.
Best Defense of Capital, Tax Charity Update–30 April 2013
Our reasons for having any equity in our portfolios are clear, concise and consistent, “likeables” are
equities shown valued by market investors, tending to continuing gain, which investors have
demonstrated a determination to buy and hold the stock at prices above the price of risk.
Know What You Have. Have What You Know.
Mail us for our help.
Ernst and Hans Goetze,
Architypes Inc and StockTakers Limited
Head Office
76 Midridge Close SE
Calgary, AB
T2X 1G1
72 Cornwall Street
Toronto, ON
M5A 4K5
351 Chemin Boulanger
Sutton, PQ
J0E 2K0
450 538-1270

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BookBuilder is yours to keep it yours

  • 1. “ Page 1 of 3 May 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. Best Defense of Capital, Tax Charity Update–30 April 2013 The BookBuilder portfolios aim at building the children's education fund so they do not leave school burdened like a borax mule with vitality sapping debt. RESPs are no help just government policy eroding saved wealth with 0.823% return. The difficulty is to avoid the savings traps of mutual funds, ETFs, RIFs as 401K, 529 and pension funds as other financial products that conspire to artfully exploit the small investor with blessing of government policy active as lobbyist. The Artful Dodgers are just skilled pick-pockets in suits. Equities trading above our benchmark Risk Price (SF) are those liked by investors, and two of three continue to price rise due to investors’ preference. These equities are “likeables.” They are revealed by their rise above Risk Price, the metric that investors must know to defend their capital. BookBuilder Portfolios Update List – 15 May 2013 NYSE BookBuilder "likeables" Firms Market Price Symbol SF (Risk Price) Stop/Loss Boston Scientific Corp 9.1 BSX $7 $7 Hudson City Bancorp Inc 8.62 HCBK $8 $7 Huntington Bancshares Inc 7.70 HBAN $6 $7 LSI Corp 7.09 LSI $6 $6 Micron Technology Inc 10.87 MU $9 $8 Mitsubishi UFJ Financial Group Inc. ADS 7.28 MTU $7 $6 MGIC Investment Corporation 6.20 MTG $5 $4 Office Depot Inc 4.13 ODP $4 $3 Sprint Nextel 7.25 S $4 $6 Regions Financial Corp 9.14 RF $6 $8 Current Portfolio Value *100 Shares 7738.00 Cashout*100 Shares 00.00 New NYSE “Likeables” (to replace $topLoss sold) "for the value of money is also perishable." Jean-Baptiste Say , 1803 What investors expect of financial products is a way to secure their hard earned savings while growing their wealth. The circularity of ‘investment talk’ is what Alice gets at the Tea Party. “Take some more tea,” the March Hare said to Alice very earnestly. “I’ve had nothing yet,” Alice replied in an offended tone: “so I ca’n’t take more.” “You mean you ca’n’t take less,” said the Hatter: “it’s very easy to take more than nothing.” Pretty much that is the case. They have taken it all before you arrived. “Alice, meet Dr. Artful Dodger.”
  • 2. “ Page 2 of 3 May 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. Best Defense of Capital, Tax Charity Update–30 April 2013 (Pending Need for Change) Buy In*100 Shares 00.00 Net Cash * 100 (from buy) 00.00 Portfolio Value 30 April 2013 7445.00 Gain 0.5 months 9.83% TSX BookBuilder "likeables" Firms Market Price Symbol SF (Risk Price) Stop/Loss Algonquin Power & Utilities Corp. 8.04 AQN $6 $7 Canexus Corporation 8.67 CUS $7 $8 Denison Mines Corp. 1.2 DML $1 $1 Enerflex Ltd. 13.94 EFX $12 $13 Manitok Energy Inc 2.57 MEI $1 $2 Maxim Power Corp 2.9 MXG $3 $2 Martinrea International Inc 9.21 MRE $1 $2 Precision Drilling Corporation 8.13 PD $9 $7 Superior Plus Corp. 12.67 SPB $13 $11 Trinidad Drilling Ltd. 6.97 TDG $7 $6 Current Portfolio Value (including dividends) 7493.00 Cashout*100 Shares 00.00 New TSX “Likeables” (to replace $topLoss sold) (Pending Need for Change) Buy In*100 Shares 00.00 Net Cash * 100 Shares 00.00 Portfolio Value 30 April 2013 (including dividends) 7475.00 Gain 0.5 months 0.031% Cash must be engaged in the economy or it loses value is simple fact. For small savings it is needful but arbitrary you feed at the low price end of "likeables" found in the market. What is essential in your portfolios is that you buy a full complement of at least eight or preferably more equities at any time (preferably in equal blocks of 100 shares for 'collaring options' as exit strategy to maximize gains). Tendency for gain is not the same as pin-the-point on the mule as most encourage or seek.
  • 3. “ Page 3 of 3 May 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. Best Defense of Capital, Tax Charity Update–30 April 2013 Our reasons for having any equity in our portfolios are clear, concise and consistent, “likeables” are equities shown valued by market investors, tending to continuing gain, which investors have demonstrated a determination to buy and hold the stock at prices above the price of risk. Know What You Have. Have What You Know. Mail us for our help. Ernst and Hans Goetze, Architypes Inc and StockTakers Limited Head Office 76 Midridge Close SE Calgary, AB T2X 1G1 72 Cornwall Street Toronto, ON M5A 4K5 351 Chemin Boulanger Sutton, PQ J0E 2K0 450 538-1270