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

Decent growth and good valuation. Trades at a fairly low multiple. A good long-term holding.

Has moved up recently on speculation of a takeover. Metal prices are well above their long-term average prices.

A leader in the auto parts sector. Earnings are going to be way higher than people think. A very stable grower.

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.

Management at Brascan has made it clear that this company is up for sale. Would probably take some profits off the table now.

Having some problems in their Brazilian operations. Rumors of turbulence in management at the board level.

Brascan has said this company is for sale. This would be good for shareholders. Would like to see better management.

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.

A lot of competition and the market is afraid margins will be squeezed. Feels they will defend their position and put the competition to rest. Cash flow will then be generated.

(Past top pick May 12, up $0.51) Happy with its performance.

Hold if you own. Not sure he would buy.

Has come under some pressure. Has a 3 prong earnings growth attack basic with the Cdn market and cost savings, the Brazilian market which is starting to get some traction and the US.

Had high hopes for this company. Has a lot of prospects. Trying to reposition itself. Has underperformed. Talk of becoming an income trust.

Their risk models are positive on the metals sector. Held up very well in the recent correction.

New management seems to finally be getting their head around their assets. Haven't seemed to be able to drive it forward. Would like to know where growth is going to come from.