SlideShare ist ein Scribd-Unternehmen logo
1 von 3
“
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–15 June 2013
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.
Tax Charity Portfolios Update List – 15 June 2013
NYSE Value 17K Firms Market
Price
Symbol SF
(Risk Price)
Stop/Loss
American Capital Ltd 13.43 ACAS:US $10 $13
Convergys Corp $topLoss sold 18apr 16.00 CVG:US $13 $16
First Horizon National Corp StopLoss sold 15apr 10.00 FHN:US $9 $10
Ford Motor Co. 15.37 F:US $12 $12
Hercules Offshore Inc 7 HERO:US $4 $6
Host Hotels & Resorts Inc 17.22 HST:US $14 $16
Huntington Bancshares Inc $topLoss sold 17apr 7.00 HBAN:US $6 $7
Interpublic Group of Cos 14.51 IPG:US $9 $12
KeyCorp 10.41 KEY:US $8 $9
LSI Corp $topLoss sold 22apr 6.00 LSI:US $6 $6
Manitowoc Company StopLoss sold 15apr 18.00 MTW:US $12 $18
MBIA Inc 10.73 MBI:US $8 $9
Regions Financial Corp 8.98 RF:US $6 $7
Sprint Nextel 7.32 S:US $3 $5
Teradyne Inc $topLoss Apr 5, 2013 15.00 TER:US $10 $13
Cashout*100 Shares (sale of CVG. HBAN, LSI, MTW,
TER, FHN & MBI)
8273.00
New NYSE “Likeables” (30Apr-to replace sold)
Boston Scientific Corp 9.51 BSX:US $7 $7
Goodyear Tire & Rubber Company 15.31 GT:US $12 $11
Hudson City Bancorp Inc 8.29 HCBK:US $8 $8
JDS Uniphase Corp 14.17 JDSU:US $14 $12
New York Times Company CL A 10.59 NYT:US $8 $9
Spectra Energy Corp 34.34 SE:US $27 $30
Buy In*100 Shares 8162.00
Net Cash * 100 (from buy) 111.00
Portfolio Value 30 April 2013 18875.00 / 15214.00 Gain 6.5
months
24.06%
"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
“
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–15 June 2013
TSX Value 22K Firms Market
Price
Symbol SF
(Risk Price)
Stop/Loss
Aimia Inc 14.17 AIM $10 $14
Algonquin Power & Utilities Corp. 7.53 AQN $6 $7
CAE Inc. ($top-loss sold 26mar) 10.00 CAE $9 $10
Cott Corporation ($top-loss sold 01may) 10.00 BCB $8 $9
Canfor Corporation 18.07 CFP $10 $18
Chartwell Seniors Housing Real Est. Investment Trust 10.12 CSH.UN $7 $10
Canexus Corporation 9.12 CUS $7 $9
Denison Mines Corp. 1.28 DML $1 $1
Dundee Precious Metals Inc. ($top-loss sold12apr) 7.00 DPM $7 $7
Enerflex Ltd. 13.35 EFX $12 $13
Great Canadian Gaming Corp 9.71 GC $7 $9
Heroux-Devtek Inc ($N* sold 04mar) 8.25 HRX $9 $6
Dominion (Harry Winston) Diamond Corporation 15.14 DDC $12 $14
Manitok Energy Inc 3.01 MEI $1 $2
Maple Leaf Foods Inc. 13.27 MFI $11 $13
Martinrea International Inc 10.23 MRE $8 $7
New Gold Inc. ($N* sold 04mar) 9.59 NGD $10 $8
Jean Coutu Group (PJC) Inc. 16.85 PJC.A $13 $15
Pason Systems Inc. 17.86 PSI $15 $16
Trinidad Drilling Ltd. 7.00 TDG $7 $7
Yamana Gold Inc. ($top-loss sold 12apr) 14.00 YRI $15 $14
Current Portfolio Value (including dividends) 22184.00
Cashout*100 Shares (CAE DPM HRX NGD & YRI) 6607.00
New TSX “Likeables” (to replace CAE DPM HRX
NGD & YRI)
ARC Resources Ltd. 28.16 ARX $25 $25
Ensign Energy Services Inc. 16.96 ESI $17 $15
Precision Drilling Corporation 8.17 PD $9 $7
NuVista Energy Ltd. 7.81 NVA $8 $7
Buy In*100 Shares 6110.00
Net Cash * 100 Shares 497.00
Portfolio Value 30 April 2013 (including dividends) 22814.00 / 20235.00 Gain 6.5
months
9.63%
“
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–15 June 2013
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 the stock at prices above the price of risk.
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
351 Chemin Boulanger
Sutton, PQ
J0E 2K0
450 538-1270

Weitere ähnliche Inhalte

Was ist angesagt?

Was ist angesagt? (6)

Johnson & Johnson's Balance Sheet
Johnson & Johnson's Balance SheetJohnson & Johnson's Balance Sheet
Johnson & Johnson's Balance Sheet
 
Macro 10
Macro 10Macro 10
Macro 10
 
News Release: Commerce Resources Corp. Closes Private Placements
News Release: Commerce Resources Corp. Closes Private PlacementsNews Release: Commerce Resources Corp. Closes Private Placements
News Release: Commerce Resources Corp. Closes Private Placements
 
18.3 internal ratings based approach
18.3   internal ratings based approach18.3   internal ratings based approach
18.3 internal ratings based approach
 
Example Client Savings
Example Client SavingsExample Client Savings
Example Client Savings
 
RL360° funds
RL360° fundsRL360° funds
RL360° funds
 

Andere mochten auch

StockTakers 2012 Q1 bite on DJI
StockTakers 2012 Q1 bite on DJIStockTakers 2012 Q1 bite on DJI
StockTakers 2012 Q1 bite on DJIHans Goetze
 
BlackSwanTradingTM 30jun2014
BlackSwanTradingTM 30jun2014BlackSwanTradingTM 30jun2014
BlackSwanTradingTM 30jun2014Hans Goetze
 
TaxCharityTM 15jun2014
TaxCharityTM 15jun2014TaxCharityTM 15jun2014
TaxCharityTM 15jun2014Hans Goetze
 
Minding your own percents
Minding your own percentsMinding your own percents
Minding your own percentsHans Goetze
 
Best defense of capital tax charity 15 aug 2013
Best defense of capital tax charity 15 aug 2013Best defense of capital tax charity 15 aug 2013
Best defense of capital tax charity 15 aug 2013Hans Goetze
 
TaxCharityTM 15jul2014
TaxCharityTM 15jul2014TaxCharityTM 15jul2014
TaxCharityTM 15jul2014Hans Goetze
 
Ab cs to zs of tax charitytm-22aug2014
Ab cs to zs of tax charitytm-22aug2014Ab cs to zs of tax charitytm-22aug2014
Ab cs to zs of tax charitytm-22aug2014Hans Goetze
 
ABCs defense of capital tax charity 22aug2013
ABCs defense of capital tax charity 22aug2013ABCs defense of capital tax charity 22aug2013
ABCs defense of capital tax charity 22aug2013Hans Goetze
 
BookBuildeTM keeping it yours 31mar14
BookBuildeTM keeping it yours   31mar14BookBuildeTM keeping it yours   31mar14
BookBuildeTM keeping it yours 31mar14Hans Goetze
 
ABCs defense of capital TaxCharityYM-22nov13
ABCs defense of capital TaxCharityYM-22nov13ABCs defense of capital TaxCharityYM-22nov13
ABCs defense of capital TaxCharityYM-22nov13Hans Goetze
 
ABCs defense of capital tax charity 22sep2013
ABCs defense of capital tax charity 22sep2013ABCs defense of capital tax charity 22sep2013
ABCs defense of capital tax charity 22sep2013Hans Goetze
 
Best defense of capital tax charity 15sep2013
Best defense of capital tax charity 15sep2013Best defense of capital tax charity 15sep2013
Best defense of capital tax charity 15sep2013Hans Goetze
 
BookBuilderTM update to keep it yours 31oct13
BookBuilderTM update to keep it yours 31oct13BookBuilderTM update to keep it yours 31oct13
BookBuilderTM update to keep it yours 31oct13Hans Goetze
 
BookBuilderTM 30jun14
BookBuilderTM 30jun14BookBuilderTM 30jun14
BookBuilderTM 30jun14Hans Goetze
 
Hans Goetze Cv Project Director Portfolio Large Ici 14oct2011
Hans Goetze Cv Project Director Portfolio Large Ici  14oct2011Hans Goetze Cv Project Director Portfolio Large Ici  14oct2011
Hans Goetze Cv Project Director Portfolio Large Ici 14oct2011Hans Goetze
 
BookBuilderTM 31may14
BookBuilderTM 31may14BookBuilderTM 31may14
BookBuilderTM 31may14Hans Goetze
 
Best defense of capital tax charity 15 april 2013
Best defense of capital tax charity 15 april 2013Best defense of capital tax charity 15 april 2013
Best defense of capital tax charity 15 april 2013Hans Goetze
 
Sisyphus is not myth 2
Sisyphus is not myth 2Sisyphus is not myth 2
Sisyphus is not myth 2Hans Goetze
 

Andere mochten auch (18)

StockTakers 2012 Q1 bite on DJI
StockTakers 2012 Q1 bite on DJIStockTakers 2012 Q1 bite on DJI
StockTakers 2012 Q1 bite on DJI
 
BlackSwanTradingTM 30jun2014
BlackSwanTradingTM 30jun2014BlackSwanTradingTM 30jun2014
BlackSwanTradingTM 30jun2014
 
TaxCharityTM 15jun2014
TaxCharityTM 15jun2014TaxCharityTM 15jun2014
TaxCharityTM 15jun2014
 
Minding your own percents
Minding your own percentsMinding your own percents
Minding your own percents
 
Best defense of capital tax charity 15 aug 2013
Best defense of capital tax charity 15 aug 2013Best defense of capital tax charity 15 aug 2013
Best defense of capital tax charity 15 aug 2013
 
TaxCharityTM 15jul2014
TaxCharityTM 15jul2014TaxCharityTM 15jul2014
TaxCharityTM 15jul2014
 
Ab cs to zs of tax charitytm-22aug2014
Ab cs to zs of tax charitytm-22aug2014Ab cs to zs of tax charitytm-22aug2014
Ab cs to zs of tax charitytm-22aug2014
 
ABCs defense of capital tax charity 22aug2013
ABCs defense of capital tax charity 22aug2013ABCs defense of capital tax charity 22aug2013
ABCs defense of capital tax charity 22aug2013
 
BookBuildeTM keeping it yours 31mar14
BookBuildeTM keeping it yours   31mar14BookBuildeTM keeping it yours   31mar14
BookBuildeTM keeping it yours 31mar14
 
ABCs defense of capital TaxCharityYM-22nov13
ABCs defense of capital TaxCharityYM-22nov13ABCs defense of capital TaxCharityYM-22nov13
ABCs defense of capital TaxCharityYM-22nov13
 
ABCs defense of capital tax charity 22sep2013
ABCs defense of capital tax charity 22sep2013ABCs defense of capital tax charity 22sep2013
ABCs defense of capital tax charity 22sep2013
 
Best defense of capital tax charity 15sep2013
Best defense of capital tax charity 15sep2013Best defense of capital tax charity 15sep2013
Best defense of capital tax charity 15sep2013
 
BookBuilderTM update to keep it yours 31oct13
BookBuilderTM update to keep it yours 31oct13BookBuilderTM update to keep it yours 31oct13
BookBuilderTM update to keep it yours 31oct13
 
BookBuilderTM 30jun14
BookBuilderTM 30jun14BookBuilderTM 30jun14
BookBuilderTM 30jun14
 
Hans Goetze Cv Project Director Portfolio Large Ici 14oct2011
Hans Goetze Cv Project Director Portfolio Large Ici  14oct2011Hans Goetze Cv Project Director Portfolio Large Ici  14oct2011
Hans Goetze Cv Project Director Portfolio Large Ici 14oct2011
 
BookBuilderTM 31may14
BookBuilderTM 31may14BookBuilderTM 31may14
BookBuilderTM 31may14
 
Best defense of capital tax charity 15 april 2013
Best defense of capital tax charity 15 april 2013Best defense of capital tax charity 15 april 2013
Best defense of capital tax charity 15 april 2013
 
Sisyphus is not myth 2
Sisyphus is not myth 2Sisyphus is not myth 2
Sisyphus is not myth 2
 

Ähnlich wie Tax Charity Portfolio Update

Best defense of capital tax charity 15 july 2013
Best defense of capital tax charity 15 july 2013Best defense of capital tax charity 15 july 2013
Best defense of capital tax charity 15 july 2013Hans Goetze
 
BookBuilder is yours to keep it yours
BookBuilder is yours to keep it yoursBookBuilder is yours to keep it yours
BookBuilder is yours to keep it yoursHans Goetze
 
TaxCharityTM 15aug2014
TaxCharityTM 15aug2014TaxCharityTM 15aug2014
TaxCharityTM 15aug2014Hans Goetze
 
StockTakers Capital TaxCharityTM 15mar2014.
StockTakers Capital TaxCharityTM 15mar2014.StockTakers Capital TaxCharityTM 15mar2014.
StockTakers Capital TaxCharityTM 15mar2014.Hans Goetze
 
Best defense of capital tax charity 15oct2013
Best defense of capital tax charity 15oct2013Best defense of capital tax charity 15oct2013
Best defense of capital tax charity 15oct2013Hans Goetze
 
StockTakers ABCs to Zs of TaxCharityTM-22mar2014
StockTakers ABCs to Zs of TaxCharityTM-22mar2014StockTakers ABCs to Zs of TaxCharityTM-22mar2014
StockTakers ABCs to Zs of TaxCharityTM-22mar2014Hans Goetze
 
StockTakers TaxCharityTM 15may2014
StockTakers TaxCharityTM 15may2014StockTakers TaxCharityTM 15may2014
StockTakers TaxCharityTM 15may2014Hans Goetze
 
StockTakers TaxCharityTM 15apr2014
StockTakers TaxCharityTM 15apr2014StockTakers TaxCharityTM 15apr2014
StockTakers TaxCharityTM 15apr2014Hans Goetze
 
TaxCharityTM 15jun2014
TaxCharityTM 15jun2014TaxCharityTM 15jun2014
TaxCharityTM 15jun2014Hans Goetze
 
TaxCharityTM Portfolios Update 15nov2013
TaxCharityTM Portfolios Update 15nov2013TaxCharityTM Portfolios Update 15nov2013
TaxCharityTM Portfolios Update 15nov2013Hans Goetze
 
StockTakers ABCs to Zs of TaxCharityTM-22may2014
StockTakers ABCs to Zs of TaxCharityTM-22may2014StockTakers ABCs to Zs of TaxCharityTM-22may2014
StockTakers ABCs to Zs of TaxCharityTM-22may2014Hans Goetze
 
ABC-Zs of TaxCharitytm-29feb16
ABC-Zs of TaxCharitytm-29feb16ABC-Zs of TaxCharitytm-29feb16
ABC-Zs of TaxCharitytm-29feb16Hans Goetze
 
TaxCharityTM 15sep2014
TaxCharityTM 15sep2014TaxCharityTM 15sep2014
TaxCharityTM 15sep2014Hans Goetze
 
ABCs defense of capital TaxCharityTM-22oct2013
ABCs defense of capital TaxCharityTM-22oct2013ABCs defense of capital TaxCharityTM-22oct2013
ABCs defense of capital TaxCharityTM-22oct2013Hans Goetze
 
ABC-Zs TaxCharitytm 22mar2015
ABC-Zs TaxCharitytm 22mar2015ABC-Zs TaxCharitytm 22mar2015
ABC-Zs TaxCharitytm 22mar2015Hans Goetze
 
ABCs to Zs of TaxCharityTM-22feb14
ABCs to Zs of TaxCharityTM-22feb14ABCs to Zs of TaxCharityTM-22feb14
ABCs to Zs of TaxCharityTM-22feb14Hans Goetze
 
ABC-Zs TaxCharitytm-31jan16
ABC-Zs TaxCharitytm-31jan16ABC-Zs TaxCharitytm-31jan16
ABC-Zs TaxCharitytm-31jan16Hans Goetze
 
ABCs TaxCharityTM-22dec2013
ABCs TaxCharityTM-22dec2013ABCs TaxCharityTM-22dec2013
ABCs TaxCharityTM-22dec2013Hans Goetze
 
ABCs to Zs of TaxCharityTM-22jan2013
ABCs to Zs of TaxCharityTM-22jan2013ABCs to Zs of TaxCharityTM-22jan2013
ABCs to Zs of TaxCharityTM-22jan2013Hans Goetze
 
ABCs to Zs TaxCharityTM-22jan2013
ABCs to Zs TaxCharityTM-22jan2013ABCs to Zs TaxCharityTM-22jan2013
ABCs to Zs TaxCharityTM-22jan2013Hans Goetze
 

Ähnlich wie Tax Charity Portfolio Update (20)

Best defense of capital tax charity 15 july 2013
Best defense of capital tax charity 15 july 2013Best defense of capital tax charity 15 july 2013
Best defense of capital tax charity 15 july 2013
 
BookBuilder is yours to keep it yours
BookBuilder is yours to keep it yoursBookBuilder is yours to keep it yours
BookBuilder is yours to keep it yours
 
TaxCharityTM 15aug2014
TaxCharityTM 15aug2014TaxCharityTM 15aug2014
TaxCharityTM 15aug2014
 
StockTakers Capital TaxCharityTM 15mar2014.
StockTakers Capital TaxCharityTM 15mar2014.StockTakers Capital TaxCharityTM 15mar2014.
StockTakers Capital TaxCharityTM 15mar2014.
 
Best defense of capital tax charity 15oct2013
Best defense of capital tax charity 15oct2013Best defense of capital tax charity 15oct2013
Best defense of capital tax charity 15oct2013
 
StockTakers ABCs to Zs of TaxCharityTM-22mar2014
StockTakers ABCs to Zs of TaxCharityTM-22mar2014StockTakers ABCs to Zs of TaxCharityTM-22mar2014
StockTakers ABCs to Zs of TaxCharityTM-22mar2014
 
StockTakers TaxCharityTM 15may2014
StockTakers TaxCharityTM 15may2014StockTakers TaxCharityTM 15may2014
StockTakers TaxCharityTM 15may2014
 
StockTakers TaxCharityTM 15apr2014
StockTakers TaxCharityTM 15apr2014StockTakers TaxCharityTM 15apr2014
StockTakers TaxCharityTM 15apr2014
 
TaxCharityTM 15jun2014
TaxCharityTM 15jun2014TaxCharityTM 15jun2014
TaxCharityTM 15jun2014
 
TaxCharityTM Portfolios Update 15nov2013
TaxCharityTM Portfolios Update 15nov2013TaxCharityTM Portfolios Update 15nov2013
TaxCharityTM Portfolios Update 15nov2013
 
StockTakers ABCs to Zs of TaxCharityTM-22may2014
StockTakers ABCs to Zs of TaxCharityTM-22may2014StockTakers ABCs to Zs of TaxCharityTM-22may2014
StockTakers ABCs to Zs of TaxCharityTM-22may2014
 
ABC-Zs of TaxCharitytm-29feb16
ABC-Zs of TaxCharitytm-29feb16ABC-Zs of TaxCharitytm-29feb16
ABC-Zs of TaxCharitytm-29feb16
 
TaxCharityTM 15sep2014
TaxCharityTM 15sep2014TaxCharityTM 15sep2014
TaxCharityTM 15sep2014
 
ABCs defense of capital TaxCharityTM-22oct2013
ABCs defense of capital TaxCharityTM-22oct2013ABCs defense of capital TaxCharityTM-22oct2013
ABCs defense of capital TaxCharityTM-22oct2013
 
ABC-Zs TaxCharitytm 22mar2015
ABC-Zs TaxCharitytm 22mar2015ABC-Zs TaxCharitytm 22mar2015
ABC-Zs TaxCharitytm 22mar2015
 
ABCs to Zs of TaxCharityTM-22feb14
ABCs to Zs of TaxCharityTM-22feb14ABCs to Zs of TaxCharityTM-22feb14
ABCs to Zs of TaxCharityTM-22feb14
 
ABC-Zs TaxCharitytm-31jan16
ABC-Zs TaxCharitytm-31jan16ABC-Zs TaxCharitytm-31jan16
ABC-Zs TaxCharitytm-31jan16
 
ABCs TaxCharityTM-22dec2013
ABCs TaxCharityTM-22dec2013ABCs TaxCharityTM-22dec2013
ABCs TaxCharityTM-22dec2013
 
ABCs to Zs of TaxCharityTM-22jan2013
ABCs to Zs of TaxCharityTM-22jan2013ABCs to Zs of TaxCharityTM-22jan2013
ABCs to Zs of TaxCharityTM-22jan2013
 
ABCs to Zs TaxCharityTM-22jan2013
ABCs to Zs TaxCharityTM-22jan2013ABCs to Zs TaxCharityTM-22jan2013
ABCs to Zs TaxCharityTM-22jan2013
 

Mehr von Hans Goetze

BookBuilderTM 31jan17
BookBuilderTM 31jan17BookBuilderTM 31jan17
BookBuilderTM 31jan17Hans Goetze
 
BlackSwanTradingtm 22jan17
BlackSwanTradingtm 22jan17BlackSwanTradingtm 22jan17
BlackSwanTradingtm 22jan17Hans Goetze
 
TaxCharityTM 15jan17
TaxCharityTM 15jan17TaxCharityTM 15jan17
TaxCharityTM 15jan17Hans Goetze
 
ABC to Zs of TaxCharityTM-31dec16
ABC to Zs of TaxCharityTM-31dec16ABC to Zs of TaxCharityTM-31dec16
ABC to Zs of TaxCharityTM-31dec16Hans Goetze
 
BookBuilderTM 31dec16
BookBuilderTM 31dec16BookBuilderTM 31dec16
BookBuilderTM 31dec16Hans Goetze
 
UUOOPPsies TaxCharityTM – 07dec16
UUOOPPsies TaxCharityTM – 07dec16UUOOPPsies TaxCharityTM – 07dec16
UUOOPPsies TaxCharityTM – 07dec16Hans Goetze
 
BlackSwanTradingTM 22dec16
BlackSwanTradingTM 22dec16BlackSwanTradingTM 22dec16
BlackSwanTradingTM 22dec16Hans Goetze
 
TaxCharityTM 15dec2016
TaxCharityTM 15dec2016TaxCharityTM 15dec2016
TaxCharityTM 15dec2016Hans Goetze
 
BookBuilderTM 30nov16
BookBuilderTM 30nov16BookBuilderTM 30nov16
BookBuilderTM 30nov16Hans Goetze
 
BlackSwanTradingTM 22nov16
BlackSwanTradingTM 22nov16BlackSwanTradingTM 22nov16
BlackSwanTradingTM 22nov16Hans Goetze
 
TaxCharityTM 15nov2016
TaxCharityTM 15nov2016TaxCharityTM 15nov2016
TaxCharityTM 15nov2016Hans Goetze
 
ABCs to Zs of TaxCharitytm-31oct16
ABCs to Zs of TaxCharitytm-31oct16ABCs to Zs of TaxCharitytm-31oct16
ABCs to Zs of TaxCharitytm-31oct16Hans Goetze
 
BookBuilderTM 31oct16
BookBuilderTM 31oct16BookBuilderTM 31oct16
BookBuilderTM 31oct16Hans Goetze
 
BlackSwanTradingTM 22oct16
BlackSwanTradingTM 22oct16BlackSwanTradingTM 22oct16
BlackSwanTradingTM 22oct16Hans Goetze
 
TaxCharityTM 15oct2016
TaxCharityTM 15oct2016TaxCharityTM 15oct2016
TaxCharityTM 15oct2016Hans Goetze
 
ABC-Zs TaxCharityTM-30sep16
ABC-Zs TaxCharityTM-30sep16ABC-Zs TaxCharityTM-30sep16
ABC-Zs TaxCharityTM-30sep16Hans Goetze
 
BookBuilderTM 30sep16
BookBuilderTM 30sep16BookBuilderTM 30sep16
BookBuilderTM 30sep16Hans Goetze
 
BlackSwanTradingTM 22sep16
BlackSwanTradingTM 22sep16BlackSwanTradingTM 22sep16
BlackSwanTradingTM 22sep16Hans Goetze
 

Mehr von Hans Goetze (20)

BookBuilderTM 31jan17
BookBuilderTM 31jan17BookBuilderTM 31jan17
BookBuilderTM 31jan17
 
BlackSwanTradingtm 22jan17
BlackSwanTradingtm 22jan17BlackSwanTradingtm 22jan17
BlackSwanTradingtm 22jan17
 
TaxCharityTM 15jan17
TaxCharityTM 15jan17TaxCharityTM 15jan17
TaxCharityTM 15jan17
 
ABC to Zs of TaxCharityTM-31dec16
ABC to Zs of TaxCharityTM-31dec16ABC to Zs of TaxCharityTM-31dec16
ABC to Zs of TaxCharityTM-31dec16
 
BookBuilderTM 31dec16
BookBuilderTM 31dec16BookBuilderTM 31dec16
BookBuilderTM 31dec16
 
UUOOPPsies TaxCharityTM – 07dec16
UUOOPPsies TaxCharityTM – 07dec16UUOOPPsies TaxCharityTM – 07dec16
UUOOPPsies TaxCharityTM – 07dec16
 
BlackSwanTradingTM 22dec16
BlackSwanTradingTM 22dec16BlackSwanTradingTM 22dec16
BlackSwanTradingTM 22dec16
 
TaxCharityTM 15dec2016
TaxCharityTM 15dec2016TaxCharityTM 15dec2016
TaxCharityTM 15dec2016
 
BookBuilderTM 30nov16
BookBuilderTM 30nov16BookBuilderTM 30nov16
BookBuilderTM 30nov16
 
BlackSwanTradingTM 22nov16
BlackSwanTradingTM 22nov16BlackSwanTradingTM 22nov16
BlackSwanTradingTM 22nov16
 
Babies Get It
Babies Get ItBabies Get It
Babies Get It
 
TaxCharityTM 15nov2016
TaxCharityTM 15nov2016TaxCharityTM 15nov2016
TaxCharityTM 15nov2016
 
ABCs to Zs of TaxCharitytm-31oct16
ABCs to Zs of TaxCharitytm-31oct16ABCs to Zs of TaxCharitytm-31oct16
ABCs to Zs of TaxCharitytm-31oct16
 
BookBuilderTM 31oct16
BookBuilderTM 31oct16BookBuilderTM 31oct16
BookBuilderTM 31oct16
 
New Bank Tithe
New Bank TitheNew Bank Tithe
New Bank Tithe
 
BlackSwanTradingTM 22oct16
BlackSwanTradingTM 22oct16BlackSwanTradingTM 22oct16
BlackSwanTradingTM 22oct16
 
TaxCharityTM 15oct2016
TaxCharityTM 15oct2016TaxCharityTM 15oct2016
TaxCharityTM 15oct2016
 
ABC-Zs TaxCharityTM-30sep16
ABC-Zs TaxCharityTM-30sep16ABC-Zs TaxCharityTM-30sep16
ABC-Zs TaxCharityTM-30sep16
 
BookBuilderTM 30sep16
BookBuilderTM 30sep16BookBuilderTM 30sep16
BookBuilderTM 30sep16
 
BlackSwanTradingTM 22sep16
BlackSwanTradingTM 22sep16BlackSwanTradingTM 22sep16
BlackSwanTradingTM 22sep16
 

Kürzlich hochgeladen

Call Girls Near Delhi Pride Hotel, New Delhi|9873777170
Call Girls Near Delhi Pride Hotel, New Delhi|9873777170Call Girls Near Delhi Pride Hotel, New Delhi|9873777170
Call Girls Near Delhi Pride Hotel, New Delhi|9873777170Sonam Pathan
 
Call Girls Near Golden Tulip Essential Hotel, New Delhi 9873777170
Call Girls Near Golden Tulip Essential Hotel, New Delhi 9873777170Call Girls Near Golden Tulip Essential Hotel, New Delhi 9873777170
Call Girls Near Golden Tulip Essential Hotel, New Delhi 9873777170Sonam Pathan
 
NO1 WorldWide Love marriage specialist baba ji Amil Baba Kala ilam powerful v...
NO1 WorldWide Love marriage specialist baba ji Amil Baba Kala ilam powerful v...NO1 WorldWide Love marriage specialist baba ji Amil Baba Kala ilam powerful v...
NO1 WorldWide Love marriage specialist baba ji Amil Baba Kala ilam powerful v...Amil baba
 
The Triple Threat | Article on Global Resession | Harsh Kumar
The Triple Threat | Article on Global Resession | Harsh KumarThe Triple Threat | Article on Global Resession | Harsh Kumar
The Triple Threat | Article on Global Resession | Harsh KumarHarsh Kumar
 
原版1:1复刻温哥华岛大学毕业证Vancouver毕业证留信学历认证
原版1:1复刻温哥华岛大学毕业证Vancouver毕业证留信学历认证原版1:1复刻温哥华岛大学毕业证Vancouver毕业证留信学历认证
原版1:1复刻温哥华岛大学毕业证Vancouver毕业证留信学历认证rjrjkk
 
The AES Investment Code - the go-to counsel for the most well-informed, wise...
The AES Investment Code -  the go-to counsel for the most well-informed, wise...The AES Investment Code -  the go-to counsel for the most well-informed, wise...
The AES Investment Code - the go-to counsel for the most well-informed, wise...AES International
 
Unveiling Business Expansion Trends in 2024
Unveiling Business Expansion Trends in 2024Unveiling Business Expansion Trends in 2024
Unveiling Business Expansion Trends in 2024Champak Jhagmag
 
magnetic-pensions-a-new-blueprint-for-the-dc-landscape.pdf
magnetic-pensions-a-new-blueprint-for-the-dc-landscape.pdfmagnetic-pensions-a-new-blueprint-for-the-dc-landscape.pdf
magnetic-pensions-a-new-blueprint-for-the-dc-landscape.pdfHenry Tapper
 
Call Girls Near Me WhatsApp:+91-9833363713
Call Girls Near Me WhatsApp:+91-9833363713Call Girls Near Me WhatsApp:+91-9833363713
Call Girls Near Me WhatsApp:+91-9833363713Sonam Pathan
 
Vp Girls near me Delhi Call Now or WhatsApp
Vp Girls near me Delhi Call Now or WhatsAppVp Girls near me Delhi Call Now or WhatsApp
Vp Girls near me Delhi Call Now or WhatsAppmiss dipika
 
Economics, Commerce and Trade Management: An International Journal (ECTIJ)
Economics, Commerce and Trade Management: An International Journal (ECTIJ)Economics, Commerce and Trade Management: An International Journal (ECTIJ)
Economics, Commerce and Trade Management: An International Journal (ECTIJ)ECTIJ
 
The Core Functions of the Bangko Sentral ng Pilipinas
The Core Functions of the Bangko Sentral ng PilipinasThe Core Functions of the Bangko Sentral ng Pilipinas
The Core Functions of the Bangko Sentral ng PilipinasCherylouCamus
 
Tenets of Physiocracy History of Economic
Tenets of Physiocracy History of EconomicTenets of Physiocracy History of Economic
Tenets of Physiocracy History of Economiccinemoviesu
 
Managing Finances in a Small Business (yes).pdf
Managing Finances  in a Small Business (yes).pdfManaging Finances  in a Small Business (yes).pdf
Managing Finances in a Small Business (yes).pdfmar yame
 
Governor Olli Rehn: Dialling back monetary restraint
Governor Olli Rehn: Dialling back monetary restraintGovernor Olli Rehn: Dialling back monetary restraint
Governor Olli Rehn: Dialling back monetary restraintSuomen Pankki
 
The Inspirational Story of Julio Herrera Velutini - Global Finance Leader
The Inspirational Story of Julio Herrera Velutini - Global Finance LeaderThe Inspirational Story of Julio Herrera Velutini - Global Finance Leader
The Inspirational Story of Julio Herrera Velutini - Global Finance LeaderArianna Varetto
 
government_intervention_in_business_ownership[1].pdf
government_intervention_in_business_ownership[1].pdfgovernment_intervention_in_business_ownership[1].pdf
government_intervention_in_business_ownership[1].pdfshaunmashale756
 
Stock Market Brief Deck FOR 4/17 video.pdf
Stock Market Brief Deck FOR 4/17 video.pdfStock Market Brief Deck FOR 4/17 video.pdf
Stock Market Brief Deck FOR 4/17 video.pdfMichael Silva
 
原版1:1复刻堪萨斯大学毕业证KU毕业证留信学历认证
原版1:1复刻堪萨斯大学毕业证KU毕业证留信学历认证原版1:1复刻堪萨斯大学毕业证KU毕业证留信学历认证
原版1:1复刻堪萨斯大学毕业证KU毕业证留信学历认证jdkhjh
 

Kürzlich hochgeladen (20)

Call Girls Near Delhi Pride Hotel, New Delhi|9873777170
Call Girls Near Delhi Pride Hotel, New Delhi|9873777170Call Girls Near Delhi Pride Hotel, New Delhi|9873777170
Call Girls Near Delhi Pride Hotel, New Delhi|9873777170
 
Call Girls Near Golden Tulip Essential Hotel, New Delhi 9873777170
Call Girls Near Golden Tulip Essential Hotel, New Delhi 9873777170Call Girls Near Golden Tulip Essential Hotel, New Delhi 9873777170
Call Girls Near Golden Tulip Essential Hotel, New Delhi 9873777170
 
NO1 WorldWide Love marriage specialist baba ji Amil Baba Kala ilam powerful v...
NO1 WorldWide Love marriage specialist baba ji Amil Baba Kala ilam powerful v...NO1 WorldWide Love marriage specialist baba ji Amil Baba Kala ilam powerful v...
NO1 WorldWide Love marriage specialist baba ji Amil Baba Kala ilam powerful v...
 
The Triple Threat | Article on Global Resession | Harsh Kumar
The Triple Threat | Article on Global Resession | Harsh KumarThe Triple Threat | Article on Global Resession | Harsh Kumar
The Triple Threat | Article on Global Resession | Harsh Kumar
 
原版1:1复刻温哥华岛大学毕业证Vancouver毕业证留信学历认证
原版1:1复刻温哥华岛大学毕业证Vancouver毕业证留信学历认证原版1:1复刻温哥华岛大学毕业证Vancouver毕业证留信学历认证
原版1:1复刻温哥华岛大学毕业证Vancouver毕业证留信学历认证
 
The AES Investment Code - the go-to counsel for the most well-informed, wise...
The AES Investment Code -  the go-to counsel for the most well-informed, wise...The AES Investment Code -  the go-to counsel for the most well-informed, wise...
The AES Investment Code - the go-to counsel for the most well-informed, wise...
 
Unveiling Business Expansion Trends in 2024
Unveiling Business Expansion Trends in 2024Unveiling Business Expansion Trends in 2024
Unveiling Business Expansion Trends in 2024
 
magnetic-pensions-a-new-blueprint-for-the-dc-landscape.pdf
magnetic-pensions-a-new-blueprint-for-the-dc-landscape.pdfmagnetic-pensions-a-new-blueprint-for-the-dc-landscape.pdf
magnetic-pensions-a-new-blueprint-for-the-dc-landscape.pdf
 
Call Girls Near Me WhatsApp:+91-9833363713
Call Girls Near Me WhatsApp:+91-9833363713Call Girls Near Me WhatsApp:+91-9833363713
Call Girls Near Me WhatsApp:+91-9833363713
 
Vp Girls near me Delhi Call Now or WhatsApp
Vp Girls near me Delhi Call Now or WhatsAppVp Girls near me Delhi Call Now or WhatsApp
Vp Girls near me Delhi Call Now or WhatsApp
 
Economics, Commerce and Trade Management: An International Journal (ECTIJ)
Economics, Commerce and Trade Management: An International Journal (ECTIJ)Economics, Commerce and Trade Management: An International Journal (ECTIJ)
Economics, Commerce and Trade Management: An International Journal (ECTIJ)
 
The Core Functions of the Bangko Sentral ng Pilipinas
The Core Functions of the Bangko Sentral ng PilipinasThe Core Functions of the Bangko Sentral ng Pilipinas
The Core Functions of the Bangko Sentral ng Pilipinas
 
Tenets of Physiocracy History of Economic
Tenets of Physiocracy History of EconomicTenets of Physiocracy History of Economic
Tenets of Physiocracy History of Economic
 
Managing Finances in a Small Business (yes).pdf
Managing Finances  in a Small Business (yes).pdfManaging Finances  in a Small Business (yes).pdf
Managing Finances in a Small Business (yes).pdf
 
Governor Olli Rehn: Dialling back monetary restraint
Governor Olli Rehn: Dialling back monetary restraintGovernor Olli Rehn: Dialling back monetary restraint
Governor Olli Rehn: Dialling back monetary restraint
 
🔝+919953056974 🔝young Delhi Escort service Pusa Road
🔝+919953056974 🔝young Delhi Escort service Pusa Road🔝+919953056974 🔝young Delhi Escort service Pusa Road
🔝+919953056974 🔝young Delhi Escort service Pusa Road
 
The Inspirational Story of Julio Herrera Velutini - Global Finance Leader
The Inspirational Story of Julio Herrera Velutini - Global Finance LeaderThe Inspirational Story of Julio Herrera Velutini - Global Finance Leader
The Inspirational Story of Julio Herrera Velutini - Global Finance Leader
 
government_intervention_in_business_ownership[1].pdf
government_intervention_in_business_ownership[1].pdfgovernment_intervention_in_business_ownership[1].pdf
government_intervention_in_business_ownership[1].pdf
 
Stock Market Brief Deck FOR 4/17 video.pdf
Stock Market Brief Deck FOR 4/17 video.pdfStock Market Brief Deck FOR 4/17 video.pdf
Stock Market Brief Deck FOR 4/17 video.pdf
 
原版1:1复刻堪萨斯大学毕业证KU毕业证留信学历认证
原版1:1复刻堪萨斯大学毕业证KU毕业证留信学历认证原版1:1复刻堪萨斯大学毕业证KU毕业证留信学历认证
原版1:1复刻堪萨斯大学毕业证KU毕业证留信学历认证
 

Tax Charity Portfolio Update

  • 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–15 June 2013 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. Tax Charity Portfolios Update List – 15 June 2013 NYSE Value 17K Firms Market Price Symbol SF (Risk Price) Stop/Loss American Capital Ltd 13.43 ACAS:US $10 $13 Convergys Corp $topLoss sold 18apr 16.00 CVG:US $13 $16 First Horizon National Corp StopLoss sold 15apr 10.00 FHN:US $9 $10 Ford Motor Co. 15.37 F:US $12 $12 Hercules Offshore Inc 7 HERO:US $4 $6 Host Hotels & Resorts Inc 17.22 HST:US $14 $16 Huntington Bancshares Inc $topLoss sold 17apr 7.00 HBAN:US $6 $7 Interpublic Group of Cos 14.51 IPG:US $9 $12 KeyCorp 10.41 KEY:US $8 $9 LSI Corp $topLoss sold 22apr 6.00 LSI:US $6 $6 Manitowoc Company StopLoss sold 15apr 18.00 MTW:US $12 $18 MBIA Inc 10.73 MBI:US $8 $9 Regions Financial Corp 8.98 RF:US $6 $7 Sprint Nextel 7.32 S:US $3 $5 Teradyne Inc $topLoss Apr 5, 2013 15.00 TER:US $10 $13 Cashout*100 Shares (sale of CVG. HBAN, LSI, MTW, TER, FHN & MBI) 8273.00 New NYSE “Likeables” (30Apr-to replace sold) Boston Scientific Corp 9.51 BSX:US $7 $7 Goodyear Tire & Rubber Company 15.31 GT:US $12 $11 Hudson City Bancorp Inc 8.29 HCBK:US $8 $8 JDS Uniphase Corp 14.17 JDSU:US $14 $12 New York Times Company CL A 10.59 NYT:US $8 $9 Spectra Energy Corp 34.34 SE:US $27 $30 Buy In*100 Shares 8162.00 Net Cash * 100 (from buy) 111.00 Portfolio Value 30 April 2013 18875.00 / 15214.00 Gain 6.5 months 24.06% "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 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–15 June 2013 TSX Value 22K Firms Market Price Symbol SF (Risk Price) Stop/Loss Aimia Inc 14.17 AIM $10 $14 Algonquin Power & Utilities Corp. 7.53 AQN $6 $7 CAE Inc. ($top-loss sold 26mar) 10.00 CAE $9 $10 Cott Corporation ($top-loss sold 01may) 10.00 BCB $8 $9 Canfor Corporation 18.07 CFP $10 $18 Chartwell Seniors Housing Real Est. Investment Trust 10.12 CSH.UN $7 $10 Canexus Corporation 9.12 CUS $7 $9 Denison Mines Corp. 1.28 DML $1 $1 Dundee Precious Metals Inc. ($top-loss sold12apr) 7.00 DPM $7 $7 Enerflex Ltd. 13.35 EFX $12 $13 Great Canadian Gaming Corp 9.71 GC $7 $9 Heroux-Devtek Inc ($N* sold 04mar) 8.25 HRX $9 $6 Dominion (Harry Winston) Diamond Corporation 15.14 DDC $12 $14 Manitok Energy Inc 3.01 MEI $1 $2 Maple Leaf Foods Inc. 13.27 MFI $11 $13 Martinrea International Inc 10.23 MRE $8 $7 New Gold Inc. ($N* sold 04mar) 9.59 NGD $10 $8 Jean Coutu Group (PJC) Inc. 16.85 PJC.A $13 $15 Pason Systems Inc. 17.86 PSI $15 $16 Trinidad Drilling Ltd. 7.00 TDG $7 $7 Yamana Gold Inc. ($top-loss sold 12apr) 14.00 YRI $15 $14 Current Portfolio Value (including dividends) 22184.00 Cashout*100 Shares (CAE DPM HRX NGD & YRI) 6607.00 New TSX “Likeables” (to replace CAE DPM HRX NGD & YRI) ARC Resources Ltd. 28.16 ARX $25 $25 Ensign Energy Services Inc. 16.96 ESI $17 $15 Precision Drilling Corporation 8.17 PD $9 $7 NuVista Energy Ltd. 7.81 NVA $8 $7 Buy In*100 Shares 6110.00 Net Cash * 100 Shares 497.00 Portfolio Value 30 April 2013 (including dividends) 22814.00 / 20235.00 Gain 6.5 months 9.63%
  • 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–15 June 2013 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 the stock at prices above the price of risk. 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 351 Chemin Boulanger Sutton, PQ J0E 2K0 450 538-1270