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The shift toward online shopping continues to pick up speed: over the next 10 years, e-commerce could account for 40% of all retail sales in developed nations and 30% in emerging markets. We feel the best way to profit from this trend is through shares of companies that process online payments and fulfill orders. Here are two such stocks we cover in our newsletter on U.S. investing, Wall Street Stock Forecaster. VISA INC. (New York symbol V; www.visa.com) operates the world’s largest electronic payments network, through which it processes credit, debit, prepaid and commercial transactions....

Every Wednesday, we publish our “Investor Toolkit” series on TSI Network. Whether you’re a beginning or experienced investor, these weekly updates are designed to give you advice on specific investment topics. Each Investor Toolkit update gives you a fundamental piece of investing strategy, and shows you how you can put it into practice right away. Today’s tip: “Selling half of hot stocks that surge helps you guard your profits. But apply this rule only to more aggressive stocks, and not to the well-established stocks that may surprise you by going a lot higher in the long run.” As you probably know, our Successful Investor business model has two parts. We publish investment advice through The Successful Investor Inc., and we manage investor portfolios through Successful Investor Wealth Management Inc. (These two companies are affiliated by common ownership; I own both but set them up as separate companies for regulatory purposes.)...

MCCOY GLOBAL $6.48 (Toronto symbol MCB; TSINetwork Rating: Speculative) (780-453-8451; www.mccoyglobal.com; Shares outstanding: 27.6 million; Market cap: $175.6 million; Dividend yield: 3.1%) is the new name of McCoy Corp.

The company changed its name after the recent sale of its Mobile Solutions heavy-duty truck-trailer unit to focus on its faster-growing and more profitable Energy Products and Services segment. This business sells hydraulic gear, including power tongs, for drilling rigs worldwide. (Power tongs are large wrench-like tools that tighten and loosen the pipe in the drill hole.)

New global focus adds appeal

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WAJAX CORP. $35.12 (Toronto symbol WJX; TSINetwork Rating: Extra Risk) (905-212-3300; www.wajax.ca; Shares outstanding:16.8 million; Market cap: $586.4 million; Dividend yield: 6.8%) sells and services cranes, forklifts and other heavy equipment. It also provides related parts (such as bearings, motors, hoses and fittings) and power systems (including diesel engines and transmissions).

The company’s customers are in the natural resource, construction, manufacturing and transportation industries.

In the three months ended March 31, 2014, Wajax’s revenue fell 1.5%, to $331.4 million from $336.3 million a year earlier. The decline mostly came from weakness in oil and gas and mining markets.

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CALIAN TECHNOLOGIES $19.92 (Toronto symbol CTY; TSINetwork Rating: Speculative) (613-599-8600; www.calian.comtarget=”_blank”; Shares outstanding: 7.3 million; Market cap: $147.1 million; Yield: 5.6%) has acquired Ottawa-based DWP Solutions for an undisclosed amount.

DWP has been in business for 18 years and helps government and defence customers secure their computer networks. The company’s annual revenue is around $6 million. To put that in context, Calian reported $51.2 million of revenue in the latest quarter.

The purchase is small for Calian, but it will be a good fit with the company’s Business and Technology Services division, which supplies engineers, health care workers, information technology professionals and other personnel on a contract basis.

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SASOL LTD. (ADR) $60.80 (New York symbol SSL; TSINetwork Rating: Extra Risk) (082-883-9697; www.sasol.comtarget=”_blank”; ADRs outstanding: 650.5 million; Market cap: $40.5 billion; Dividend yield: 2.5%) has won its appeal to the European General Court to have a fine for its involvement in the European paraffin wax cartel reduced. The European Commission imposed the fine, for 318.2 million euros ($430.5 million U.S.), on Sasol in October 2008.

The company states that it was unaware of any price-fixing activities before the European Commission commenced its investigation into the European paraffin wax industry in April 2005.

It paid the fine in January 2009 but viewed it as excessive. The court has now cut the fine by 168.22 million euros, to 149.98 million euros.

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AIMIA INC. $18.95 (Toronto symbol AIM; TSINetwork Rating: Extra Risk) (514-205-7315; www.aimia.com; Shares outstanding: 173.9 million; Market cap: $3.3 billion; Dividend yield: 3.8%) owns and operates Aeroplan, Canada’s largest loyalty program, with over 4.8 million members who collect Aeroplan miles from participating companies. Members can exchange their miles for flights, car rentals, hotel rooms and merchandise.

The company’s members can now earn and redeem points for travel on Air India, the Indian government’s flagship carrier. That brings Aeroplan’s total number of airline partners to 32.

The agreement will give Aeroplan members more choice on routes connecting North America, Europe, Asia and Australia via India.

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AMAZON.COM $358.14 (Nasdaq symbol AMZN; TSINetwork Rating: Extra Risk) (206-266-1000; www.amazon.com; Shares outstanding: 460.2 million; Market cap: $166.1 billion; No dividends paid) has enticed Babik Parviz, a key director at Google’s secretive Google X labs, to join the company.

Parviz pioneered the development of Google Glass, a wearable computer that displays information on a small display attached to a pair of glasses. More recently, Parviz led the Google team working on contact lenses with embedded electronics.

Amazon recently introduced its long-awaited Amazon Fire smartphone, which features a screen that can display seemingly 3-D images without the need for special glasses. This new technology—called Dynamic Perspective—uses retina-tracking technology embedded in four front-facing infrared cameras to make some images appear to be 3-D, similar to a hologram.

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WESTJET $26.85 (Toronto symbol WJA; TSINetwork Rating: Extra Risk) (1-877-493- 7853; www.westjet.com; Shares outstanding: 127.8 million; Market cap: $3.4 billion; Dividend yield: 1.8%) now plans to operate its own wide-body, twoaisle aircraft, starting in 2015.

The planes will offer greater range than its current fleet of Boeing 737s and let it compete with Air Canada on international routes.

WestJet aims to start with four wide-body planes, with the first flights going between Alberta and Hawaii during the winter season, beginning in late 2015. Right now, it is using two Boeing 757-200s operated by Thomas Cook for its Alberta-to-Hawaii winter service.

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DOMINO’S PIZZA $75.43 (New York symbol DPZ; TSINetwork Rating: Average) (734-930-3030; www.dominos.com; Shares outstanding: 55.6 million; Market cap: $4.2 billion; Dividend yield: 1.3%) is the world’s largest chain of pizza stores that offer takeout and delivery. It operates 11,000 outlets in the U.S. and over 70 other countries. Franchisees run most of these stores. In the quarter ended June 15, 2014, the company’s earnings per share rose 17.5%, to $0.67 from $0.57 a year earlier. That beat the consensus estimate of $0.65. Sales gained 8.8%, to $450.5 million from $414.0 million also exceeding the consensus estimate of $441.3 million. Same-store sales rose 7.7% internationally and 5.4% in the U.S.

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WYNDHAM WORLDWIDE $76.55 (New York symbol WYN; TSINetwork Rating: Extra Risk) (973- 753-6000; www.wyndhamworldwide.com; Shares outstanding: 127.3 million; Market cap: $9.8 billion; Dividend yield: 1.8%) is one of the world’s largest hospitality companies, with 7,500 franchised hotels worldwide.

Wyndham also manages vacation resorts, rental properties, luxury clubs and time-shares. The company now has 107,000 vacation-rental properties in 100 countries.

In the three months ended June 30, 2014, the company’s revenue rose 7.2%, to $1.34 billion from $1.25 billion a year earlier. Wyndham gets most of its revenue from vacation rather than business travel, and vacation bookings rose in the latest quarter. That helped push up the company’s occupancy rate by 2.8%.

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ZARGON OIL & GAS $9.03 (Toronto symbol ZAR; TSINetwork Rating: Speculative) (403- 264-9992; www.zargon.ca; Shares outstanding: 30.1 million; Market cap: $270.9 million; Dividend yield: 8.0%) produces natural gas and oil in Alberta, Manitoba, Saskatchewan and North Dakota.

In the quarter ended March 31, 2014, the company produced 6,662 barrels of oil equivalent a day, down 12.9% from 7,648 a year earlier. That’s mainly because the company sold some less important properties.

The lower output was more than offset by higher oil and gas prices in the latest quarter, increasing Zargon’s cash flow per share by 10.9%, to $0.51 from $0.46.

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CIMAREX ENERGY $148.50 (New York symbol XEC; TSINetwork Rating: Extra Risk) (303-295-3995; www.cimarex.com; Shares outstanding: 87.0 million; Market cap: $12.5 billion; Dividend yield: 0.4%) produces and explores for natural gas and oil. Gas makes up 48% of its output.

Cimarex’s properties are in the Mid-Continent region of the U.S., which includes Oklahoma, Kansas and Texas (50% of production); the Permian Basin of western Texas and southeastern New Mexico (47%); and the Texas Gulf Coast (3%).

In the three months ended March 31, 2014, Cimarex’s production averaged 740.4 million cubic feet of natural gas equivalent per day (including oil). That’s up 12.0% from 661.1 million cubic feet a year earlier.

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CARFINCO FINANCIAL GROUP $9.00 (Toronto symbol CFN; TSINetwork Rating: Speculative) (1-888-486-4356; www.carfinco.com; Shares outstanding: 26.5 million; Market cap: $238.8 million; Dividend yield: 5.3%) provides car loans to consumers who can’t meet the criteria of banks and other traditional lenders.

The company reports that its Canadian operations provided loans at a record pace in the quarter ended June 30, 2014. New loans rose 6.6% from a year ago, to $45.4 million from $42.6 million.

In addition, Carfinco’s U.S. division, Persian Acceptance, achieved new loans of $7.9 million U.S., its highest quarterly total since Carfinco acquired it in September 2013.

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STANTEC INC. $69.35 (Toronto symbol STN; TSINetwork Rating: Extra Risk) (780-917-7288; www.stantec.com; Shares outstanding: 46.7 million; Market cap: $3.2 billion; Dividend yield: 1.1%) sells a range of consulting, project-delivery, design and technology services. Its clients operate in a variety of industries, including oil and gas, transportation and construction.

In the quarter ended March 31, 2014, Stantec’s revenue rose 12.7%, to $481.3 million from $426.9 million a year earlier. Acquisitions were one reason for the gain. Stantec is also working on many new projects, including major pipelines and the huge Westside Subway Transit Corridor in southern California.

Earnings gained 17.9%, to $33.5 million, or $0.72 a share, from $28.4 million, or $0.62.

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DOREL INDUSTRIES $37.90 (Toronto symbol DII.B; TSINetwork Rating: Extra Risk) (514-731-0000; www.dorel.com; Shares outstanding: 32.3 million; Market cap: $1.3 billion; Dividend yield: 3.3%) makes a range of items, including ready-to-assemble home and office furniture; juvenile products, such as car seats, strollers, high chairs, toddler beds and cribs; and recreational goods, mainly bicycles.

In the three months ended March 31, 2014, Dorel’s sales rose 9.0%, to $647.7 million from $594.2 million a year earlier (all figures except share price and market cap in U.S. dollars). Sales rose 18.1% at the recreational segment and 2.0% at the home-furnishing division. Juvenile products sales gained 5.5%.

Earnings per share rose 11.4%, to $0.78 from $0.70. Sales of its high-profit Cannondale and Pacific Cycle premium bikes rebounded with an early spring in Europe. As well, Dorel’s 70% stake in Caloi, which it acquired last year, is now adding to its profits.

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MART RESOURCES $1.38 (Toronto symbol MMT; TSINetwork Rating: Speculative) (403-270-1841; www.martresources.com; Shares outstanding: 356.6 million; Market cap: $488.5 million; Dividend yield: 4.4%) has cut its quarterly dividend to $0.015 from $0.05. The stock now yields 4.4%, based on the current rate.

The company began paying dividends (at the $0.05-a-share rate) in September 2012. At the time, it said it would keep evaluating its payout in relation to its cash flow, liquidity, capital expenditures and other factors.

Mart now says it is reducing the dividend, at least for the time being, to conserve cash. Its decision is based on the ongoing drilling program at its Umusadege field in Nigeria and uncertainty about the first oil shipments through its new Umugini pipeline.

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HECLA MINING COMPANY $3.22 (New York symbol HL; TSINetwork Rating: Extra Risk) (208-769- 4100; www.hecla-mining.com; Shares outstanding: 343.1 million; Market cap: $1.1 billion) explores for, mines and processes silver and gold in the U.S. and Mexico. Most of its silver output comes from its Greens Creek mine in Alaska and its Lucky Friday project in Idaho. The company’s Casa Berardi mine in Quebec, which it bought for $796 million in June 2013, supplies its gold production.

In the three months ended March 31, 2014, Hecla produced 2.5 million ounces of silver, up 31.1% from 1.9 million ounces a year earlier. Gold output jumped to 46,268 ounces from 13,689, mostly due to Casa Berardi. Cash flow per share climbed to $0.07 from $0.04.

The company expects its two silver mines to produce 9.5 million to 10 million ounces in 2014, while Greens Creek will add 55,000 ounces of gold. Casa Berardi is on target to produce 125,000 ounces of gold this year.

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SHERRITT INTERNATIONAL $4.45 (Toronto symbol S; TSINetwork Rating: Speculative) (1-800-704- 6698; www.sherritt.com; Shares outstanding: 297.3 million; Market cap: $1.3 billion; Dividend yield: 0.9%) recently sold off all of its coal interests for $793 million in cash.

The company is now focused on nickel production, with operations in Cuba and Canada. As well, it has started up its 40%-owned Ambatovy nickel mine on the island nation of Madagascar, off Africa’s east coast. Sherritt also produces oil and gas in Cuba, Spain and Pakistan, and manages 506 megawatts of power generation capacity in Cuba.

In the three months ended March 31, 2014, Sherritt’s revenue rose 13.0%, to $120.9 million from $107.0 million a year earlier. Cash flow per share was unchanged at $0.10.

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ALIMENTATION COUCHETARD $29.50 (Toronto symbol ATD.B: TSINetwork Rating: Extra Risk) (1-800-361-2612; www.couchetard.com; Shares outstanding: 565.8 million; Market cap: $16.6 billion; Dividend yield: 0.5%) plans to keep looking for big acquisitions like its $2.7-billion purchase of Norway’s Statoil Fuel & Retail gas station chain in June 2012.

However, the company has a long history of not overpaying for acquisitions; in 2010, it dropped its $2-billion U.S. hostile takeover offer for Casey’s General Stores after competitor 7-Eleven outbid it. And earlier this year, it stayed out of the running to buy oil and gas giant Hess Corp.’s 1,354 U.S. gas stations and convenience stores. Marathon Petroleum eventually paid $2.9 billion.

Meanwhile, Couche-Tard’s sales rose 2.0% in the quarter ended April 27, 2014, to $9.0 billion from $8.8 billion a year ago. Earnings per share rose 10.0%, to $0.22 from $0.20. (All figures except share price and market cap in U.S. dollars. Per-share amounts adjusted for a 3-for-1 stock split on April 14, 2014).

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TIM HORTONS $60.17 (Toronto symbol THI; TSINetwork Rating: Average) (905-845-6511; www.timhortons.com; Shares outstanding: 134.3 million; Market cap: $8.1 billion; Dividend yield: 2.1%) operates 3,610 coffee-anddonut shops in Canada, 870 in the U.S. and 44 in the Persian Gulf.

In the quarter ended March 30, 2014, sales rose 4.8%, to $766.4 million from $731.5 million a year ago. The gain was mainly because the company opened 23 outlets in Canada and 11 in the U.S. Samestore sales rose 1.6% at its Canadian locations and 1.9% in the U.S.

Earnings rose 5.5%, to $90.9 million from $86.2 million. In the past nine months, the company has repurchased $1 billion worth of shares. As a result, its earnings per share jumped 17.9%, to $0.66 from $0.56.

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Every industry and group has its own special jargon. This specialized language always has the same purpose. It simplifies communications within the industry, and helps make insiders feel they are part of a tightly knit community. It also helps the group pursue its goals. It shapes concepts that will establish lines of thought and discussions that match the industry’s view of the world. But it can be confusing for those who are not insiders in the group. This natural human tendency has probably been going on ever since language began. Many will recall George Orwell’s classic novel written at the dawn of the Cold War, 1984. In the book, the totalitarian government that rules the English-speaking world has decided to replace English with an invented language called Newspeak. This new language uses lots of English words, but it defines concepts in such a way that forbidden ideas are difficult, if not impossible, to express....

FIRSTSERVICE CORP. (Toronto symbol FSV; www.firstservice.com) serves the following areas of the real estate market: commercial real estate, residential property management and property improvement. The company has more than 24,000 employees worldwide. In the quarter ended March 31, 2014, FirstService’s revenue rose 15.1%, to $548.4 million from $476.4 million a year earlier (all figures except share prices in U.S. dollars). Excluding one-time items, earnings per share were $0.09, compared to a loss of $0.20. The first quarter is typically a slower time for the company. Revenue rose at all three of FirstService’s divisions: Colliers International (commercial real estate), up 28%; FirstService Residential (residential property management), up 7%; and FirstService Brands (property services), up 11%. FirstService Brands operates Paul Davis Restoration, California Closets and CertaPro Painters....

Pat McKeough responds to many requests from members of his Inner Circle for specific advice on specific stocks as well as questions on investment strategy and the economy. Every week, his comments and recommendations on the most intriguing questions of the past week go out to all Inner Circle members. And each week, we offer you one of the highlights from these Q&A sessions. While we reserve our buy-hold-sell advice for Inner Circle members, these excerpts provide a great deal of information and analysis on stocks we’ve covered for members of Pat’s Inner Circle. This week we had a question from an Inner Circle member on two Canadian energy stocks. In spite of its name, Tourmaline Oil has 85% of its output in natural gas. Whitecap Resources has the greater part of its production in oil. Both companies enjoy rising production—in Whitecap’s case, spurred in part by acquisitions. Pat examines both companies’ prospects for continued production increases and whether their share prices—and Whitecap’s dividend—can keep on rising. Q: Hi Pat: Can I have your view on Tourmaline Oil and Whitecap Resources? Thanks....

Pembina Pipeline and Veresen both trade at high multiples to their per-share cash flow. But both of these dividend stocks also currently maintain high yields. PEMBINA PIPELINE (Toronto symbol PPL; www.pembina.com) owns pipelines that carry half of Alberta’s conventional oil, 30% of Western Canada’s natural gas liquids (NGLs) and almost all of B.C.’s conventional oil. Pembina bought rival Provident Energy for $3.2 billion in 2012. Provident extracts, transports and stores natural gas liquids (NGLs)....