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

Brazil acquisition has run into problems. A good price. Prefers Sleeman.

Great dividend. Good price.

Likes the new management and their outlook. Would buy at $16.

New management should be good. FMV is about 1.80/1.90.

Well run.

A problem situation. Struggling.

Good assets/management.

Has been a strong performer. Well managed. Won't have a lot of growth.29.95

Volatile. A little high now.

Have to watch carefully, especially re: cash.

Has some good lverage in copper.

Based on an economic recovery. Good company.

Not a fan. Under a cloud. Trying to sell assets.

Global economic recovery will move the stock higher. Not a huge upside.

Not a big fan. Growth has been through cost cuttting. Valuation is high.