dividends paid

STITCH FIX INC. $25 (Nasdaq symbol SFIX; Consumer sector; Shares outstanding: 97.9 million; Market cap: $2.4 billion; Takeover Target Rating: Highest; No dividends paid; www.stitchfix.com) is an online wardrobe stylist that provides its subscribers with regular shipments of clothes, shoes and accessories—all tailored to the customer’s tastes....

BLACKBERRY LTD. $16 (Toronto symbol BB; Aggressive Growth Portfolio, Manufacturing & Industry sector; Shares outstanding: 537.1 million; Market cap: $8.6 billion; Price-to-sales ratio: 9.4; No dividends paid; TSINetwork Rating: Speculative; www.blackberry.com) quit developing smartphones in 2016 as part of a plan to focus on its more promising communications software....

PENGROWTH ENERGY $0.97 (Toronto symbol PGF; Shares outstanding: 547.4 million; Market cap: $539.4 million; TSINetwork Rating: Speculative; No dividends paid; www.pengrowth.com) produces oil and natural gas, mostly in Western Canada. This includes its Lindbergh oil sands project in the Cold Lake area of Alberta.


In addition to their primary listing on the
Toronto exchange, the company’s shares also trade on the New York Stock Exchange (NYSE), symbol PGH....

IDEXX LABORATORIES INC. $202 (Nasdaq symbol IDXX; Aggressive Growth Portfolio, Manufacturing & Industry sector; Shares outstanding: 86.9 million; Market cap: $17.6 billion; Price-to-sales ratio: 7.2; No dividends paid; TSINetwork Rating: Average; www.idexx.com) makes equipment that veterinarians use to detect diseases in pets.


Thanks to strong demand for its diagnostic equipment and related supplies, Idexx’s revenue in the first quarter of 2018 rose 16.4%, to $537.7 million from $462.0 million a year earlier....

These three leading software makers continue to profit from their growing number of subscription sales over the Internet. That has steadied their income from product upgrades.


We like the outlook for all three, but recommend just two of them for new buying.


MICROSOFT CORP....

PAYPAL HOLDINGS INC. $81 (Nasdaq symbol PYPL; Aggressive Growth Portfolio, Finance sector; Shares outstanding: 1.2 billion; Market cap: $97.2 billion; Price-to-sales ratio: 7.0; No dividends paid; TSINetwork Rating: Above Average; www.paypal.com) processes online transactions, including purchases made through the auction websites of its former parent company eBay.


The company is now buying iZettle AB....

ACI WORLDWIDE $23.26 (Nasdaq symbol ACIW; TSINetwork Rating: Extra Risk) (402-390-7600; www.aciworldwide.com; Shares outstanding: 116.4 million; Market cap: $2.7 billion; No dividends paid) makes software for processing transactions by credit cards, debit cards, automated teller machines, point-of-sale terminals and interbank systems....

DREAM OFFICE REIT $24.55 (Toronto symbol D.UN; TSINetwork Rating: Extra Risk) (416-365-3535; www.dream.ca/office; Units outstanding: 70.1 million; Market cap: $1.9 billion; Dividend yield: 4.1%) owns and manages 42 office and retail properties in major Canadian cities, comprising 8.5 million square feet....

CHIPOTLE MEXICAN GRILL $444.67 (New York symbol CMG; TSINetwork Rating: Extra Risk) (303-595-4000; www.chipotle.com; Shares o/s: 27.8 million; Market cap: $12.4 billion; No dividends paid) is now up 80% from its February 2018 low of $247.52. The gains came from improved financial results, but also from optimism about the company’s new CEO


In the quarter ended March 31, 2018, sales rose 7.4%, to $1.15 billion from $1.07 billion a year earlier....

MITEL NETWORKS $14.09 (Toronto symbol MNW; TSINetwork Rating: Extra Risk) (613-592-2122; www.mitel.ca; Shares outstanding: 121.2 million; Market cap: $1.7 billion; No dividends paid) has attracted a friendly $11.15 U.S.-a-share ($14.35 Cdn.) takeover bid from an investor group led by private-equity firm Searchlight Capital Partners. The offer is for an all-cash sale.


We first added Mitel in our March 2014 issue of Stock Pickers Digest at $9.47....