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CAMECO CORP. $19.24 (Toronto symbol CCO; TSINetwork Rating: Extra Risk)(306- 956-6200; www.cameco.com; Shares outstanding: 395.8 million; Market cap: $7.8 billion; Dividend yield 2.1%) reports that its per-share profits doubled in the three months ended March 31, 2015, to $0.18 from $0.09 a year earlier.

Revenue rose 35.0%, to $565.8 million from $419.2 million. Uranium sales volumes rose 1.4%, while prices in Canadian dollars gained 4.3%.

Uranium’s outlook is improving: China is building 23 nuclear reactors and Japan plans to restart some of its facilities after the 2011 tsunami damaged the Fukushima nuclear plant.

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CIMAREX ENERGY $116.31 (New York symbol XEC; TSINetwork Rating: Extra Risk) (303-295-3995; www.cimarex.com; Shares outstanding: 87.7 million; Market cap: $10.1 billion; Dividend yield: 0.6%) produces and explores for natural gas and oil. Gas makes up 69% of the company’s output; the remaining 31% is oil.

Cimarex’s properties are mostly in the Wolfcamp shale area of the Permian Basin in Texas and New Mexico, as well as the Cana-Woodford shale region in western Oklahoma.

In the three months ended March 31, 2015, Cimarex’s production averaged 946.7 million cubic feet of natural gas equivalent a day, up 27.9% from 740.4 million cubic feet a year earlier.

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DEVON ENERGY CORP. $65.82 (New York symbol DVN; TSINetwork Rating: Speculative) (405-235- 3611; www.dvn.com; Shares outstanding: 411.0 million; Market cap: $26.6 billion; Dividend yield: 1.5%) is one of the largest U.S.-based oil and natural gas explorers and producers. Its production mix is 40% gas and 60% oil.

The company narrowed its focus with its July 2014 sale of some of its properties to Linn Energy for $2.3 billion. The deal included holdings in the Rockies, the onshore Gulf Coast and the Mid-Continent region (which includes Oklahoma, Kansas and Texas).

The sale lets Devon focus on what it views as lowrisk/ high-reward properties, especially the oilproducing assets it bought in Texas’s Eagle Ford shale formation for $6 billion in 2013.

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FAIR ISAAC CORP. $88.07 (New York symbol FICO; TSINetwork Rating: Average)(415-472-2211; www.fairisaac.com; Shares outstanding: 31.1 million; Market cap: $2.7 billion; Dividend yield: 0.1%) makes FICO Scores, the program that dominates the market for software businesses use to evaluate customer creditworthiness. Fair Isaac also profits by selling programs that help credit card issuers control fraud and analyze cardholders’ spending patterns.

In its fiscal 2015 second quarter, which ended March 31, 2015, Fair Isaac’s revenue rose 11.7%, to $207.1 million from $185.5 million a year earlier. The company saw higher sales at its applications division (65% of total revenue) on increased licensing revenue from software that detects bank fraud. Sales of credit scoring software and programs for analyzing large amounts of a business’s data were up 4%.

The company earned $18.9 million, down 9.1% from $20.8 million. It spent more on research and marketing, and that hurt its profits. Earnings per share were unchanged at $0.60 on fewer shares outstanding.

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BROADRIDGE FINANCIAL SOLUTIONS $55.54 New York symbol BR; TSINetwork Rating: Average) (201-714-3000; www.broadridge.com; Shares outstanding: 120.9 million; Market cap: $6.5 billion; Dividend yield: 2.0%) serves the investment industry in three main areas: investor communications, securities processing and transaction clearing. The company processes 90% of all proxy votes in the U.S. and Canada.

Without one-time items, Broadridge earned $58.8 million, or $0.47 a share, in its fiscal 2015 third quarter, which ended March 31, 2015. That’s up 6.7% from $55.1 million, or $0.44 a share, a year earlier. The company continues to add new clients and is doing a good job of holding on to existing ones.

Broadridge typically makes about half of its profits in its fiscal fourth quarter, which ends June 30. That’s the busiest period for processing proxies and annual reports for its clients.

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GOODYEAR TIRE & RUBBER $31.26 (Nasdaq symbol GT; TSINetwork Rating: Extra Risk) (330- 796-2122; www.goodyear.com; Shares outstanding: 269.8 million; Market cap: $8.4 billion; Dividend yield: 0.8%) is the world’s largest tire maker, with 52 plants in 22 countries.

In the quarter ended March 31, 2015, Goodyear’s sales fell 10.0%, to $4.02 billion from $4.47 billion a year earlier. The rising U.S. dollar lowered the value of the company’s foreign sales.

Excluding one-time items, earnings per share fell 3.6%, to $0.54 from $0.56, but that was much better than the consensus estimate of $0.44. Record North American earnings let Goodyear offset the effects of the higher U.S. dollar.

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INTACT FINANCIAL $89.80 (Toronto symbol IFC; TSINetwork Rating: Speculative) (416-341-1464; www.intactfc.com; Shares outstanding: 131.5 million; Market cap: $11.8 billion; Dividend yield: 2.4%) is Canada’s largest provider of property and casualty insurance. Its brands include Intact Insurance, Canada BrokerLink and belairdirect.

In the three months ended March 31, 2015, Intact’s revenue rose 5.3%, to $1.57 billion from $1.50 billion a year earlier. The company earned $186 million, or $1.37 a share, up 44.2% from $129 million, or $0.94.

The latest results reflect a $64-million reduction in catastrophic losses, mostly related to weather. That helped Intact report an improved combined ratio, or claims paid out divided by premiums taken in (the lower, the better) of 93.4%, down from 97.1%.

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As hepatitis attacks 150 million people, Gilead has the leading drugs to fight it but also fights criticism that its prices are too high.

Our U.S. Stock of the Year for 2014, Newell Rubbermaid is up 30% and continues to grow on smart restructuring and key acquisitions.

By focusing on retail stores selling fertilizer and seed to farmers—in U.S. dollars—Agrium has made itself the #1 potash stock in Canada.

With one big contract lost, cuts in energy spending and older-generation rigs, Hercules Offshore faces a sharp decline in earnings.

Despite a takeover expanding its cloud coverage, Shaw Communications has a tough fight with Telus for Western cable and Internet dollars.

METRO INC. $36 (www.metro.ca) split its shares on a 3-for-1 basis in February 2015. That will improve the stock’s liquidity. The company also recently raised its dividend payout target to 25% of earnings from 20%. The current annual dividend of $0.47 a share (adjusted for the split) yields 1.3%. Buy.

RESTAURANT BRANDS INTERNATIONAL INC. $49 (www.rbi.com) is testing a new premium coffee blend from Colombia at five of its Tim Hortons outlets in Canada. The company hopes this new blend is as successful as its dark roast blend, which it launched in mid-2014 and now accounts for 15% of Tim Hortons’ coffee sales. Hold.

BOMBARDIER INC. $2.70 (www.bombardier.com) has 243 firm orders for its new CSeries passenger jet. If customers exercise their options to buy an additional 360 aircraft, the 603-plane total would be worth about $43 billion U.S. That’s equal to 2.1 times Bombardier’s 2014 revenue of $20.1 billion U.S....

p>CANADIAN PACIFIC RAILWAY LTD. $232 (Toronto symbol CP; Conservative Growth Portfolio, Manufacturing & Industry sector; Shares outstanding: 164.2 million; Market cap: $38.1 billion; Price-to-sales ratio: 7.1; Dividend yield: 0.6%; TSINetwork Rating: Above Average; www.cpr.ca) transports freight over a 22,000-kilometre rail network between Montreal and Vancouver, as well as hubs in the U.S. Midwest and Northeast. The U.S. supplies 40% of its revenue. CP’s shares have soared 236.2% since we made it our Stock of the Year for 2012, when it was trading at $69. That’s mainly due to a major restructuring that has improved its efficiency with new locomotives, better tracks and software that optimizes train loads and speeds.

Speedier service boosted results

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ATCO LTD. (Toronto symbols ACO.X [class I non-voting] $46 and ACO.Y [class II voting] $46; Income Portfolio, Utilities sector; Shares outstanding: 115.1 million; Market cap: $5.3 billion; Price-to-sales ratio: 1.2; Dividend yield: 2.2%; TSINetwork Rating: Above Average; www.atco.com) owns 50% of Torngait Services, a partnership with a Labradorbased aboriginal firm.

Torngait recently won a contract to provide support services to 1,000 workers building a line that will transmit power from Labrador’s Muskrat Falls to the island of Newfoundland. Under the deal, Torngait will supply catering, laundry and janitorial services until mid-2018.

The contract is worth $40 million to $45 million; using the midpoint of that range, ATCO’s share is worth $21.25 million. That’s small next to the company’s revenue of $1.2 billion in the quarter ended December 31, 2014. However, deals like this enhance ATCO’s already strong reputation and should help it win more contracts in this region. The class I (X) non-voting shares are more liquid than the class II (Y) voting shares.

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p>MOLSON COORS CANADA INC. (Toronto symbols TPX.A $94 and TPX.B $99; Conservative Growth and Income Portfolios, Consumer sector; Shares outstanding: 185.9 million; Market cap: $18.4 billion; Price-to-sales ratio: 3.5; Dividend yield: 2.1%; TSINetwork Rating: Average; www.molson coors.com) has paid an undisclosed sum for Mount Shivalik Breweries, which operates two breweries in India. As a result, Molson now has three breweries in that country. The company’s brewing expertise should make Shivalik more efficient. The move will also help it launch and distribute its own brands, including Coors Light, in India.

The class B shares have less voting power to elect directors than the class A shares, but they are more liquid and receive the same dividend.

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ENCANA CORP. $15 (Toronto symbol ECA; Conservative Growth Portfolio, Resources sector; Shares outstanding: 839.6 million; Market cap: $12.6 billion; Price-to-sales ratio: 1.4; Dividend yield: 2.3%; TSINetwork Rating: Average; www.encana.com) recently sold 98.5 million shares for $14.60 (Canadian) each, increasing the number outstanding by 13%. (All amounts except share price and market cap in U.S. dollars.)

As well, Encana has sold natural gas pipelines and compression facilities in B.C.’s Montney region for $461 million (Canadian).

It will use the total proceeds of $1.9 billion (Canadian) to pay down its long-term debt of $7.3 billion (as of December 31, 2014), which is a high 73% of its market cap.

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CENOVUS ENERGY INC. $22 (Toronto symbol CVE; Conservative Growth Portfolio, Resources sector; Shares outstanding: 824.5 million; Market cap: $18.1 billion; Price-to-sales ratio: 1.1; Dividend yield: 4.8%; TSINetwork Rating: Average) gets 35% of its revenue from its oil sands projects and conventional oil and gas wells in Western Canada.

Refining supplies the remaining 65% of Cenovus’s revenue. The company ships its oil to its 50%-owned refineries in Illinois and Texas. Phillips 66 (New York symbol PSX) owns the other 50% of these operations. These refineries help cut Cenovus’s exposure to falling oil prices, as cheaper crude cuts their operating costs.

Cenovus continues to expand its 50%-owned Christina Lake and Foster Creek oil sands operations; ConocoPhilips (New York symbol COP) owns the remaining 50%.

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p>BLACKBERRY LTD. $12 (Toronto symbol BB; Aggressive Growth Portfolio, Manufacturing & Industry sector; Shares outstanding: 528.8 million; Market cap: $6.3 billion; Price-to-sales ratio: 1.9; No dividends paid; TSINetwork Rating: Speculative; www.blackberry.com) is best known for its BlackBerry smartphones. However, competition from Apple’s iPhone and Android-powered devices has cut the number of BlackBerry users worldwide to 37 million from 85 million in 2013. (All amounts except share price and market cap in U.S. dollars.) The company also earns fees on software it installs on its clients’ email servers. These programs let its businesses and government clients manage their employees’ phones and encrypt sensitive data.

In response to its shrinking smartphone sales, BlackBerry has cut jobs and sold surplus real estate. If you exclude unusual items, the company lost $45 million, or $0.09 a share, in its 2015 fiscal year, which ended February 28, 2015. However, that’s a big improvement over its 2014 loss of $711 million, or $1.35 a share.

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p>FORTIS INC. $39 (Toronto symbol FTS; Conservative Growth and Income Portfolios, Utilities sector; Shares outstanding: 276.3 million; Market cap: $10.8 billion; Price-to-sales ratio: 2.5; Dividend yield 3.5%; TSINetwork Rating: Above Average; www.fortis.ca) is the main electricity supplier in Newfoundland and P.E.I. It also distributes natural gas in B.C. and operates power plants in other parts of Canada, the U.S. and the Caribbean. Fortis plans to spend $9.0 billion to expand its operations over the next five years. That’s equal to 83% of its current market cap. Regulated utilities account for 93% of Fortis’s assets, so regulators will let it recover most of these outlays through rate increases.

Fortis is also looking at selling or spinning off its properties division, which consists of commercial real estate and 23 hotels. The company expects to make a final decision by June 2015.

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SUNCOR ENERGY INC. $39 (Toronto symbol SU; Conservative Growth Portfolio, Resources sector; Shares outstanding: 1.5 billion; Market cap: $58.5 billion; Price-to-sales ratio: 1.8; Dividend yield: 2.9%; TSINetwork Rating: Average; www.suncor.com) produced 598,000 barrels a day in the first quarter of 2015, up 9.7% from 545,300 barrels a year earlier. The increase came from both its oil sands and conventional properties.

The oil-price drop has prompted Suncor to cut its planned 2015 capital spending by $1 billion, to between $6.2 billion and $6.8 billion. It also laid off 1,000 workers, or 7% of its workforce.

The company expects its job cuts and other cost controls to save it $600 million to $800 million in 2015, a year earlier than planned; Suncor’s cash flow was $9.1 billion in 2014.

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>TORSTAR CORP. $6.77 (Toronto symbol TS.B; Conservative Growth and Income Portfolios, Consumer sector; Shares outstanding: 80.3 million; Market cap: $543.6 million; Price-to-sales ratio: 0.8; Dividend yield: 7.8%; TSINetwork Rating: Average; www.torstar.com) publishes The Toronto Star, Canada’s largest daily newspaper by circulation. It also publishes three other dailies and over 100 weeklies. Torstar lost $49.6 million, or $0.62 a share, in 2014. That’s better than the 2013 loss of $58.0 million, or $0.73 a share.

These figures include costs related to job cuts and other measures Torstar took in response to falling advertising revenue at its newspapers. Since 2012, these moves have cut the company’s annual expenses by $60.4 million. Torstar expects savings to reach $77.1 million a year by 2017.

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TRANSCONTINENTAL INC. $18 (Toronto symbol TCL.A; Aggressive Growth Portfolio, Consumer sector; Shares outstanding: 78.1 million; Market cap: $1.4 billion; Price-to-sales ratio: 0.8; Dividend yield: 3.8%; TSINetwork Rating: Average; www.tctranscontinental.com) is Canada’s leading printer of flyers, magazines, newspapers and books. It also publishes magazines and newspapers.

In its 2015 first quarter, which ended January 31, 2015, the company earned $36.1 million, up 36.7% from $26.4 million a year earlier. Earnings per share gained 35.3%, to $0.46 from $0.34, on more shares outstanding.

The gains mainly came from two recent acquisitions: in May 2014, Transcontinental bought U.S.- based Capri Packaging, a maker of plastic bags and pouches for cheese and other dairy products, for $146.1 million. And in June 2014, it paid Sun Media $78.8 million for 74 weekly newspapers in Quebec.

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