dividends paid

AMERIGO RESOURCES $0.34 (Toronto symbol ARG; TSINetwork Rating: Speculative) (604-681-2802; www.amerigoresources.com; Shares outstanding: 173.7 million; Market cap: $59.0 million; No dividends paid) processes copper and molybdenum from waste rock at Chile’s El Teniente, the world’s largest underground copper mine. This rock comes from the mine’s current production and tailings from the nearby Colihues deposit. This contract runs at least through 2037.

Amerigo gets 94% of its revenue by processing copper. The remaining 6% comes from molybdenum.

In the three months ended December 31, 2014, Amerigo’s copper production fell 7.4%, to 11.35 million pounds from 12.25 million a year earlier. Molybdenum output declined 11.8%, to 160,107 pounds from 181,464.

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SIERRA WIRELESS $43.46 (Toronto symbol SW; TSINetwork Rating: Extra Risk)(604-231-1100; www.sierrawireless.com; Shares outstanding: 31.9 million; Market cap: $1.4 billion; No dividends paid) makes modules that connect products to the Internet. This is known as machine-to-machine (M2M), or more generally as the Internet of Things.

Web-connected products can be remotely monitored—and potentially fixed—before they cause a breakdown. For example, makers of smart electricity meters, such as Itron, use the company’s modules to connect their products to the web. Sierra’s technology can also warn carmakers of possible defects developing in vehicles.

The company has grown quickly over the last five years, with revenue rising 53.2%, from $358.0 million in 2010 to $548.5 million in 2014 (all figures except share price and market cap in U.S. dollars). It made $0.63 a share in 2014, up sharply from $0.23 in 2013.

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BELLATRIX EXPLORATION $3.50 (Toronto symbol BXE; TSINetwork Rating: Speculative) (403-266-8670; www.bellatrixexploration.com; Shares outstanding: 191.5 million; Market cap: $735.5 million; No dividends paid) will cut its 2015 exploration and development spending by 33.3%, to $200 million from $300 million in 2014, in response to low oil and gas prices. However, Bellatrix can still draw on $85 million from its joint venture partners, bringing total spending to $285 million this year. As a result of the spending cut, the company now expects to produce an average of 43,000 to 44,000 barrels of oil equivalent a day in 2015. That’s down from its original forecast of 47,000 to 48,000 but about 14% higher than its 2014 average production of 38,100 barrels a day....

IAMGOLD $2.90 (Toronto symbol IMG; TSINetwork Rating: Speculative) (1-888-464-9999; www.iamgold.com; Shares outstanding: 376.9 million; Market cap: $1.0 billion; No dividends paid) now holds over $800 million U.S. of cash and gold bullion after the sale of its Niobec niobium mine in Quebec’s Saguenay-Lac-Saint-Jean region. IAMGold received $500 million U.S. for the sale of Niobec. It will get another $30 million U.S. when an adjacent deposit of rare earth elements goes into production. The company’s big cash and gold holding puts it in a strong position to pay down its long-term debt of $641 million U.S. It could also expand its existing gold projects, pay dividends, buy back shares or make timely acquisitions from distressed sellers at low prices....

AMAZON.COM $373.37 (Nasdaq symbol AMZN; TSINetwork Rating: Extra Risk) (206-266-1000; www.amazon.com; Shares outstanding: 464.4 million; Market cap: $174.3 billion; No dividends paid) is a major online retailer. The company gets about 25% of its sales from books, music and videos. Other products, including electronics, computer games and toys, make up the other 75%. Amazon Marketplace lets other companies sell their products through Amazon’s websites. In the three months ended December 31, 2014, Amazon earned $0.45 a share. That was down 11.8% from $0.51 a share a year earlier, but it was much better than the consensus estimate of $0.24. Sales rose 14.6%, to $29.3 billion from $25.6 billion. In early 2014, the company raised the price of its Amazon Prime free-shipping service to $99 a year from $79. This was the first increase since Amazon launched Prime in 2005....

WYNDHAM WORLDWIDE $91.39 (New York symbol WYN; TSINetwork Rating: Extra Risk) (973- 753-6000; www.wyndhamworldwide.com; Shares outstanding: 123.3 million; Market cap: $10.9 billion; Dividend yield: 1.5%) is one of the world’s largest hospitality companies, with 7,650 franchised hotels and over 661,000 rooms 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 December 31, 2014, Wyndham’s revenue rose 3.0%, to $1.23 billion from $1.20 billion a year earlier. The company gets most of its revenue from vacation rather than business travel, and vacation bookings rose in the latest quarter. That helped push up its occupancy rate by 3.1%....

TEMPUR SEALY $55.01 (New York symbol TPX; TSINetwork Rating: Speculative)(800-878-8889; www.tempursealy.com; Shares outstanding: 60.9 million; Market cap: $3.4 billion; No dividends paid) completed its $1.3- billion purchase of rival Sealy in 2013. This was a major acquisition for Tempur Sealy (formerly Tempur- Pedic), but it has let the company diversify into traditional spring-coil beds.

The purchase is also helping Tempur Sealy offset rising competition in its current business; the company makes and distributes mattresses and neck pillows made of its Tempur material, which conforms to the body to provide support and alleviate pressure points.

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CHIPOTLE MEXICAN GRILL $674.57 (New York symbol CMG; TSINetwork Rating: Speculative) (303- 595-4000; www.chipotle.com; Shares outstanding: 31.0 million; Market cap: $20.8 billion; No dividends paid) is a Denverbased Mexican restaurant chain. It charges slightly higher prices than fast food companies, but it offers better quality food, including naturally raised meat, and superior decor and service.

In the three months ended December 31, 2014, Chipotle’s sales jumped 26.7%, to $1.07 billion from $844.1 million a year earlier. Its restaurants attracted more customers during the quarter, which pushed up same-restaurant sales by 16.1%.

Chipotle opened 60 new outlets and now has a total of 1,783. It plans to add 190 to 205 more in 2015.

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AMAZON.COM $373.37 (Nasdaq symbol AMZN; TSINetwork Rating: Extra Risk)(206-266-1000; www.amazon.com; Shares outstanding: 464.4 million; Market cap: $174.3 billion; No dividends paid) is a major online retailer. The company gets about 25% of its sales from books, music and videos. Other products, including electronics, computer games and toys, make up the other 75%. Amazon Marketplace lets other companies sell their products through Amazon’s websites.

In the three months ended December 31, 2014, Amazon earned $0.45 a share. That was down 11.8% from $0.51 a share a year earlier, but it was much better than the consensus estimate of $0.24. Sales rose 14.6%, to $29.3 billion from $25.6 billion.

In early 2014, the company raised the price of its Amazon Prime free-shipping service to $99 a year from $79. This was the first increase since Amazon launched Prime in 2005.

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IAMGOLD $2.90 (Toronto symbol IMG; TSINetwork Rating: Speculative) (1-888-464-9999; www.iamgold.com; Shares outstanding: 376.9 million; Market cap: $1.0 billion; No dividends paid) now holds over $800 million U.S. of cash and gold bullion after the sale of its Niobec niobium mine in Quebec’s Saguenay-Lac-Saint-Jean region.

IAMGold received $500 million U.S. for the sale of Niobec. It will get another $30 million U.S. when an adjacent deposit of rare earth elements goes into production.

The company’s big cash and gold holding puts it in a strong position to pay down its long-term debt of $641 million U.S. It could also expand its existing gold projects, pay dividends, buy back shares or make timely acquisitions from distressed sellers at low prices.

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