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

(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.

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.