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

Likes the Brazil holdings.

Thinks they will go under.

Dividend is good while waiting for commodities to go up.

Use only as a trading stock.

Base metal prices are low. Good dividend.

A good defensive play. 5% dividend.

Not a fan of airlines. Business travel is down and high fuel costs are adding pressures.

(Was a top pick on June 12. Down 27%) Still holding it. Commodity prices have backed off. Carries a fairly heavy debt load. Has a dividend.

(Was a top pick on Aug 16. Down 14%.) Still likes. Economy not improving as fast as hoped for. Good dividend.

A shot in the dark. Too much debt.

Balance sheet has been improved. Good price.

Not a fan of airlines.

Airline industry is in trouble. Volatile.

Paying 5.34% dividend. Could trade lower. Buy on dips.

Has done well. At a good level now.