On January 4, 2011, investors in the old Motorola Inc. (New York symbol MOT) received one share of Motorola Mobility (New York symbol MMI) for every eight old shares they held. Following the distribution, the old Motorola changed its name to Motorola Solutions Inc., and consolidated its shares on a 1-for-7 basis. MOTOROLA MOBILITY HOLDINGS INC. $26 makes mobile phones and home-entertainment equipment. These markets are highly competitive, and technology changes quickly. That’s why we’re moving Motorola Mobility to our WSSF Aggressive Growth Portfolio. Still, the company’s new products, such as the Xoom tablet computer, should help it compete. Buy. MOTOROLA SOLUTIONS INC. $43 makes specialized equipment, such as bar-code scanners and radios for police and fire vehicles. These products’ sales are growing much more slowly than cellphone sales. Still, the company is a market leader with a large customer base. Buy.

The stock market put on a huge rise from mid-2010 through February this year, and this left it ripe for a setback. Japan’s earthquake/tsunami/nuclear plant breakdown provided the trigger for that setback. Events in Japan have been horrific for the victims, of course. The Japanese situation could still weigh on the market for weeks or months to come. However, the damage to Japan is far too isolated and local to put the worldwide economic recovery at risk. World economic growth could slow temporarily while multi-national companies re-think their hiring and investment plans, and consumers re-think major purchases. After they complete their re-thinking, businesses and consumers may speed up their spending to make up for lost time. The outcome of Japan’s nuclear problems could have a big impact. If radiation leakage is widespread, it could spur much more environmental opposition to the nuclear industry. That could shift demand from nuclear to natural-gas power plants, particularly since shale gas discoveries and technology have vastly expanded natural gas reserves in North America and around the world. (One key beneficiary here would be our long-time favourite, Canadian gas producer Encana Corp.)...

The stock market put on a huge rise from mid-2010 through February this year, and this left it ripe for a setback. Japan’s earthquake/tsunami/nuclear plant breakdown provided the trigger for that setback. Events in Japan have been horrific for the victims, of course. The Japanese situation could still weigh on the market for weeks or months to come. However, the damage to Japan is far too isolated and local to put the worldwide economic recovery at risk. World economic growth could slow temporarily while multi-national companies re-think their hiring and investment plans, and consumers re-think major purchases. After they complete their re-thinking, businesses and consumers may speed up their spending to make up for lost time. The outcome of Japan’s nuclear problems could have a big impact. If radiation leakage is widespread, it could spur much more environmental opposition to the nuclear industry. That could shift demand from nuclear to natural-gas power plants, particularly since shale gas discoveries and technology have vastly expanded natural gas reserves in North America and around the world....

DUNDEE REIT $30.90 (Toronto symbol D.UN; TSINetwork Rating: Speculative) (416-365-3535; www.dundeereit.com; Shares outstanding: 41.9 million; Market cap: $1.3 billion; Dividend yield: 7.1%) owns and manages 14.5 million square feet of office, industrial and retail space. The trust’s occupancy rate is 96.1%. In the three months ended December 31, 2010, Dundee’s revenue rose 61.8%, to $72.8 million from $50.2 million a year earlier. That’s mainly because the trust bought a number of new properties. Over the past 18 months, the trust has doubled the size of its property portfolio. That includes purchases totalling $922 million in 2010, and $462 million so far this year. The best way to measure a real estate investment trust’s operating performance is by looking at its cash flow, and Dundee’s cash flow per unit rose 5.8% in the latest quarter, to $0.55 from $0.52. Dundee pays a monthly distribution of $0.183, for a 7.1% annual yield. Because it’s a REIT, Dundee is exempt from Ottawa’s tax on income-trust distributions, which came into effect on January 1, 2011....

BROADRIDGE FINANCIAL SOLUTIONS $21 (New York symbol BR: TSINetwork Rating: Extra Risk) (201-714 -3000; www.broadridge.com; Shares outstanding: 125.0 million; Market cap: $2.6 billion; Dividend yield: 2.8%) serves the investment industry in three main areas: investor communications; securities processing; and transaction clearing. Clients include both large and small firms. Broadridge’s systems help its customers cut costs. Mutual-fund companies are buying fewer of Broadridge’s event-related services. That’s because these clients are holding fewer special events, such as meetings to change the directors of their funds. As a result, the company’s earnings fell 79.4%, to $10.6 million, or $0.08 a share, in the three months ended December 31, 2010. A year earlier it earned $51.5 million, or $0.37 a share. That fell short of the consensus estimate of $0.14 a share. Revenue fell 16.5%, to $442.3 million from $529.7 million....

GOODYEAR TIRE & RUBBER CO. $14.48 (New York symbol GT; SI Rating: Extra Risk) (330-796-2122; www.goodyear.com; Shares outstanding: 242.9 million; Market cap: $3.5 billion; No dividends paid) reported better-than-expected sales and earnings in the latest quarter. In the three months ended December 31, 2010, sales rose 14.3%, to $5.1 billion from $4.4 billion a year earlier. Before a one-time charge related to a plant closure, the company earned $0.07 a share. That was much better than the consensus earnings estimate of a loss of $0.07 a share. A year earlier, Goodyear earned $0.44 share. Goodyear’s long-term outlook is positive. However, rising prices for raw materials, especially rubber, will likely limit the company’s earnings growth in the near term....

AMERIGO RESOURCES $1.10 (Toronto symbol ARG; TSINetwork Rating: Speculative) (604-681-2802; www.amerigoresources.com; Shares outstanding: 171.5 million; Market cap: $188.7 million; No dividends paid) has risen 69% since June 2010 on higher copper prices. Amerigo processes copper and molybdenum from the waste rock from Chile’s El Teniente, the world’s largest copper mine. The contract runs at least through 2021. Amerigo has a further agreement to process a supplementary source of material from the nearby Colihues tailings pond. The company gets 94% of revenue by processing copper. The remaining 6% comes from molybdenum....

YAMANA GOLD $11.75 (Toronto symbol YRI; TSINetwork Rating: Speculative) (416-815-0220; www.yamana.com; Shares outstanding: 741.1 million; Market cap: $8.7 billion; Dividend yield: 1.0%) has signed an agreement with Goldcorp Inc. and Switzerland-based Xstrata plc. that will see Yamana’s 100%-owned Agua Rica copper/gold property in Argentina transferred to mining firm Minera Alumbrera. Agua Rica is near the producing Alumbrera mine. That mine is owned by Minera Alumbrera, which is 50% owned by Xstrata, 37.5% by Goldcorp and 12.5% by Yamana. Under the deal, Yamana (which will still own 12.5% of Agua Rica through its stake in Minera Alumbrera) will get a total of $310 million U.S. if a mine is built, plus a large share of gold produced as a by-product of the mainly copper deposit. The deal also lets it sell Agua Rica, but still participate in a future mine without having to raise the considerable construction costs on its own....

CIMAREX ENERGY $104.19 (New York symbol XEC; TSINetwork Rating: Extra Risk) (303-295-3995; www.cimarex.com; Shares outstanding: 84.1 million; Market cap: $8.8 billion; Dividend yield: 0.4%) is an oil and gas explorer and producer. Natural gas makes up 56% of its output. Cimarex’s properties are in the Mid-Continent region of the U.S., which includes Oklahoma, Kansas and Texas; the Permian Basin of western Texas and southeastern New Mexico; and the Texas Gulf Coast. In the three months ended December 31, 2010, Cimarex’s production averaged a record 604.5 million cubic feet of natural gas equivalent per day (this measure includes oil). That’s up 29% from a year earlier. The gain was the result of the company’s successful exploration and development efforts....

CAMECO $29.43 (Toronto symbol CCO; SI Rating: Extra Risk) (306-956-6200; www.cameco.com; Shares outstanding: 393.5 million; Market cap: $11.6 billion; Div. yield 1.3%) has dropped on investor fears that the damage to the Fukushima nuclear power plant in Japan will hurt the long-term prospects for nuclear power and uranium fuel. Despite the accident, long-term demand for nuclear power appears intact. China and other countries, such as India, will likely continue with their nuclear-power expansion programs. As well, Cameco has long-term contracts in place for most of its uranium production. It also holds cash of $1.3 billion, so it can weather any short-term sales shortfall. Cameco is still a buy.