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

TOP PICK
Natural gas has broken out. Any of the gas juniors, such as Baytex, Cdn 88, Viracocha, Gauntlet and Compton are good value. These juniors are managed by people who have moved out of seniors.
DON'T BUY
Relatively good performance. Dividend. Prefers others for better growth.
DON'T BUY
High decline in reserve life and acquisitions are getting difficult.
BUY
Has room for an upsdie in an economic recovery. Prefers Falconbridge.
HOLD
Will be the last to react to the market upswing. Prefers others.
BUY
Solid growth rate in their earnings. Has hedges in place for currency changes. Can move higher.
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