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

A tremendous company. Has sold off with the retreat in the market. Good price.

Concerned about the housing/auto side as the consumer gets squeezed by higher interest rates. Expectation is for a very slow decline in housing starts.

$4.50 target. Many exploration programs. Have home run potential

Target of $5.00. Great potential in exploration. Keep on exceeding my numbers.

The company is up for sale. Probably won't go for more than $4, so a pretty thin spread to work with.

A very good company. Lack of liquidity is a problem for institutional investors. Expects to significant slowdown in spending which will affect auto sales.

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.

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.

Thinks it's the cheapest of the companies. Good price.

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.