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

Prefers owning Brascan instead. Good dividend.

Sales and earnings are good. Good acquisition in Brazil. Good management.

Prefers the bonds.

Likes the metal sector, but not a fan of Noranda at this time.

Expect big growth in Brazil.

Good dividends. Good stock for leverage in an economic upswing.

Large debt. History of union problems.

4.8% yield.

Cheap. Looks attractive going forward.

Has been under pressure. Have re-structured their debts.

(Was a top pick on June 19. Down 10.4%.) Expects Brazil asset to grow well.

(Was a top pick on Feb 26. No change, but did have distributions.) High quality company. Good balance sheet. Good distribution.

Not a fan. Can't seem to make any money.

4.5% dividend. Performing well.

Good commodity diversification.Risk is a "double dip" in the economy. Would prefer Alcan or Inco in the commodity sector.