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

Missed on picking it for a recovery. Still somewhat reluctant to go into the name. The balance sheet is now in order and has some cash. Doesn't see them growing their bottom-line significantly.

Has been a perfect performer along with me whole resource sector. Prefers purer plays, such as Alcan. Has some ownership and balance sheet issues.

Risky business. If you own it, continued to hold.

A blue-chip stock. Will probably plod for a while.

Commodity prices are improving. Should perform well in 2004.

Have had some problems, but have now got themselves on solid ground. Hasn't had much exciting in discoveries.

A good company. Has done a lot in pulling its act together. Fully valued.

The short-term charts on metal prices and metal stocks are all ahead of themselves. A good hold for the long-term. Would look for a pullback to $19 before buying more.

A global leader in their sector. Good margins. Good acquisitions. Continuing to grow. Looking for above $2 in earnings.

Molson is trading at about 4 times book value. Fair market value is higher than current price.

(A past top pick Nov 5/03. Up 3.7%.) A turnaround situation with management. Interesting properties. Good management. Had hoped it would develop faster.

A well-run auto-parts company. Safer than buying auto companies. Wait for some bad news on auto sales which will drop the stock.

Practically worthless.

(A past top pick Nov 6/03. Up 1.1%.) Brazil gives them growth. It should do fine towing forward.

A well-run company. The marketshare in each new truck and car. Not a bad place to be.