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A Comment -- General Comments From an Expert (A Commentary)

TOP PICK
Target of $5.00. Great potential in exploration. Keep on exceeding my numbers.
DON'T BUY
The company is up for sale. Probably won't go for more than $4, so a pretty thin spread to work with.
WEAK BUY
A very good company. Lack of liquidity is a problem for institutional investors. Expects to significant slowdown in spending which will affect auto sales.
DON'T BUY
Has suffered lately. Housing starts are down. An impressive company. Good management. Won't see the growth that they have had in the last four years.
DON'T BUY
Model price of $55 suggests a substantial increase, but he still wouldn't buy it here. Has big earnings which is creating a growth in the balance sheet. Other stocks he'd rather buy.
BUY
Thinks it's the cheapest of the companies. Good price.
DON'T BUY
Has moved up recently on speculation of a takeover. Metal prices are well above their long-term average prices.
TOP PICK
A leader in the auto parts sector. Earnings are going to be way higher than people think. A very stable grower.
BUY
Has bounced up a little, but not a bad entry point. If it drops $1/1.50 it would be a great entry point. You'll have to be patient with this holding is there aren't a lot of catalysts. Potentially, it could be up for sale.
DON'T BUY
Management at Brascan has made it clear that this company is up for sale. Would probably take some profits off the table now.
DON'T BUY
Having some problems in their Brazilian operations. Rumors of turbulence in management at the board level.
WAIT
Brascan has said this company is for sale. This would be good for shareholders. Would like to see better management.
TOP PICK
Feels that all the bad news is in the price now. Dissension among the Molson family indicating it is a prime candidate for consolidation. Has just broken through its 200 day moving average.
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