dividends paid

RESEARCH IN MOTION INC. $7.56 (Toronto symbol RIM; Aggressive Growth Portfolio, Manufacturing & Industry sector; Shares outstanding: 524.2 million; Market cap: $4.0 billion; Price-to-sales ratio: 0.2; No dividends paid; TSINetwork Rating: Above Average; www.rim.com) has launched a version of its PlayBook tablet computer that can run on Long-Term Evolution (LTE) wireless networks, which are up to five times faster than current networks. Until now, the PlayBook used slower Wi-Fi technology to access the Internet.

These upgrades will help the PlayBook compete with other LTE-capable tablets. However, RIM’s earnings will remain under pressure until it launches smartphones that use its new BlackBerry 10 operating system. The company expects to start selling these phones in early 2013.

RIM is a hold, but only for aggressive investors.

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Google’s shares have soared over 500% since it became a public company in 2004. Even so, we feel it still has plenty of growth ahead. The company is using its strong earnings from its world-leading Internet search business to invest in a variety of promising projects. Some, such as driverless cars and eyeglasses with embedded computer displays, have limited commercial appeal. However, other recent projects like its Android software for mobile devices have become important contributors to Google’s growth. Even after its big jump in the past few years, the stock remains attractive in relation to its earnings....

NVIDIA CORP. $15 (Nasdaq symbol NVDA; Aggressive Growth Portfolio, Manufacturing & Industry sector; Shares outstanding: 618.8 million; Market cap: $9.3 billion; Price-to-sales ratio: 2.3; No dividends paid; TSINetwork Rating: Average; www.nvidia.com) continues to see strong demand for its Tegra chips from makers of smartphones and tablet computers. In its 2013 second quarter, which ended July 29, 2012, Nvidia’s sales rose 2.7%, to $1.04 billion from $1.02 billion a year earlier. However, earnings fell 11.9%, to $170.5 million from $193.5 million. Earnings per share fell 15.6%, to $0.27 from $0.32, on more shares outstanding. Research spending rose 13.5%, to $281.2 million, or a high 26.9% of its revenue. This was the main reason for the lower earnings. However, new chips from these outlays should spur sales....

WINDSTREAM CORP. $9.59 (Nasdaq symbol WIN; Income Portfolio, Utilities sector; Shares outstanding: 588.0 million; Market cap: $5.6 billion; Price-to-sales ratio: 1.1; Dividend yield: 10.4%; TSINetwork Rating: Average; www.windstream.com) reported revenue of $1.5 billion in the quarter ended June 30, 2012, up 49.3% from $1.0 billion a year earlier. The gain is mainly due to its December 2011 purchase of PAETEC Holding Corp., which sells telecommunication services to businesses. Integration costs cut its earnings by 43.4%, to $54.7 million, or $0.09 a share, from $96.7 million, or $0.19 a share. As a result of this purchase, Windstream now gets 68% of its revenue from broadband services, up 2.5% from a year earlier. That’s helping it offset declining traditional phone revenue. The company feels that closing overlapping functions will save it $50 million in 2012 and $100 million by the end of 2014. That should let it keep paying quarterly dividends of $0.25 a share, for a 10.4% annualized yield....

EBAY INC. $47 (Nasdaq symbol EBAY; Aggressive Growth Portfolio, Finance sector; Shares outstanding: 1.3 billion; Market cap: $61.1 billion; Price-to-sales ratio: 4.5; No dividends paid; TSINetwork Rating: Above Average; www.ebay.com) is testing a new service called eBay Now, which provides same-day delivery of goods purchased from major retailers such as Macy’s, Best Buy and Toys R Us.

eBay Now lets users order goods using their smartphones for a small fee. A courier company then picks up the merchandise from a store and delivers it to the customer. eBay’s PayPal service processes all payments.

This new service should help eBay compete with Amazon.com, which offers two-day shipping for an extra fee. Moreover, using existing stores instead of building its own warehouses— as Amazon does— will help eBay keep its delivery costs down.

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NVIDIA CORP. $15 (Nasdaq symbol NVDA; Aggressive Growth Portfolio, Manufacturing & Industry sector; Shares outstanding: 618.8 million; Market cap: $9.3 billion; Price-to-sales ratio: 2.3; No dividends paid; TSINetwork Rating: Average; www.nvidia.com) continues to see strong demand for its Tegra chips from makers of smartphones and tablet computers.

In its 2013 second quarter, which ended July 29, 2012, Nvidia’s sales rose 2.7%, to $1.04 billion from $1.02 billion a year earlier. However, earnings fell 11.9%, to $170.5 million from $193.5 million. Earnings per share fell 15.6%, to $0.27 from $0.32, on more shares outstanding.

Research spending rose 13.5%, to $281.2 million, or a high 26.9% of its revenue. This was the main reason for the lower earnings. However, new chips from these outlays should spur sales.

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GOOGLE INC. $677 (Nasdaq symbol GOOG; Aggressive Growth Portfolio, Manufacturing & Industry sector; Shares outstanding: 327.0 million; Market cap: $221.4 billion; Priceto- sales ratio: 5.1; No dividends paid; TSINetwork Rating: Above Average; www.google.com) is the world’s top Internet search engine, with about two-thirds of this market. The company has held on to its lead because its well-developed search technology gives it a big advantage over its competitors.

Google does not charge for its searches. Instead, it makes money by selling advertising on its websites. It mainly does this through its AdWords program, which lets advertisers bid on certain search words or phrases. The company then charges advertisers when users click on their ads. Google gets around 97% of its revenue from advertising.

The company also offers free access to all or part of its other services, including Gmail (email), YouTube (videos), Google Books (electronic books), Google Talk (Internet-based phone calls), Google+ (social networking) and Google Chrome (an Internet browser). These services help draw more users to Google’s sites, which lets the company sell more ads and charge higher ad rates.

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AEROPOSTALE INC. $13.63 (New York symbol ARO; TSINetwork Rating: Extra Risk) (646-485-5410; www.aeropostale.com; Shares outstanding: 81.3 million; Market cap: $1.1 billion; No dividends paid) is down almost 32% since early August after it lowered its forecast for its fiscal 2012 second quarter. The company now expects to break even, down from its previous forecast of a profit of $0.03 to $0.05 a share. Consensus estimates were for a $0.06-a-share profit. Aeropostale operates in a highly competitive market. That means it has to constantly refresh its clothing lines with popular new colours and styles. It should be able to repeat its past success at attracting customers, but sales may remain weak in the near term....

BIRCHCLIFF ENERGY $7.00 (Toronto symbol BIR; TSINetwork Rating: Speculative) (403-261-6401; www.birchcliffenergy.com; Units outstanding: 141.4 million; Market cap: $989.8 million; No dividends paid) develops, produces and explores for oil and natural gas, mainly in the Peace River Arch area near the Alberta/B.C. border. About 75% of Birchcliff’s production is natural gas. The remaining 25% is oil. Prominent Toronto investor Seymour Schulich is the company’s largest shareholder; he owns about 28% of its outstanding shares. In the three months ended June 30, 2012, Birchcliff’s production rose 27.2%, to 22,039 barrels of oil equivalent per day (including natural gas) from 17,324 barrels a year earlier....

Profits continue to rise at Domino’s Pizza thanks to the company’s new and popular pizza recipes. Ruby Tuesday remains profitable, but it continues to look for new ways to attract more customers in its highly competitive market. DOMINO’S PIZZA $34.22 (New York symbol DPZ; TSINetwork Rating: Average) (734-930-3030; www.dominos.com; Shares outstanding: 56.7 million; Market cap: $1.9 billion; No dividends paid) is the world’s largest chain of pizza stores that offer takeout and delivery. It operates 9,924 outlets in the U.S. and over 70 in other countries. Franchisees run most of these stores. In the quarter ended June 17, 2012, the company’s earnings per share rose 17.5%, to $0.47 from $0.40 a year earlier. Costs fell, including a 12% drop in cheese prices....