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

Not into commodity stocks. China is going to slow down. Has dividends which are probably safe.

78% gas. Has an interest in getting into coal bed methane. This area will eventually be good for early ones in this field.

Thinks we are seeing a bottom. Every 10% increase in the metal prices could add .60 to the bottom line. Prefers Inco.

Good dividends. Not a big growth stock.

Metal prices are down and have had labour problems. Prefers Inco. Dividend is probably safe.

Has been ignored. Prefers others. 6.5% yield but could be cut.

(Was a top pick on Feb 18. Down 14%.) Still likes. Have bought more. Trades at 9 X earnings. Expect their new numbers will be good. Very cheap.

Growing at a good rate. Could become a royalty trust or be a take over candidate.

Nothing too glamorous about it.

Dividend should be safe. If copper prices roll over, Noranda could get hurt. Good price.

Cyclicals are starting to look a little more positive, but he prefers to own specific commodities rather than a basket of them.

Has had a change in management. Their position could be improved if they sold some of their east coast assets. A reasonable investment.

Very small dividend, so not a compelling buy.

Not a great company. Solid dividends.

Good dividend, but no earnings and dividend could be cut. Prefers others.