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

Has had a good run and expects it to continue. Fairly valued.

Has done well. Expects housing should continue to do well.

Good growth. Big holding in Brazil.

Price of this stock seems to range between $10 and $20. Attractive dividend.

Solid dividend. Could be sold in the long term.

(Was a top pick on Aug 13. Up 6%.) Still likes.

Integration of Premdor was good. Strong consumer demand.

Not a fan of airlines.

Too much uncertainty in the airlines.

A very attractive yield. Resource sector should pick up over the next 12 months.

Once the elections in Brazil are done in October the stock should bounce.

Cyclical sector. Buy at $15.

Dividend should be secure. Will stay in a trading range until earnings improve.

Very high.

No earnings.