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

Could have a 12/15% increase in the share price.

Too much competition. May not survive.

Not profitable. Negative cash flow.

Owns and likes. Trades at 12 X earnings. Business is doing very well. Has strong cash flow and is using it to help reduce debt.

Has gone up very well. Good Brazilian acquisition.

May be a little high. Would buy on a 15% pull back. (21.50)

(Was a top pick on Feb 25 up 18%) Still likes. Earnings estimates are going up.

Metal assets are not the greatest. Dividends.

Doing very well. Good market share. Likes the Brazilian deal.

Not enough earnings at this level.

At FMV now. Needs earnings to support this level.

Prefers to play a direct commodity instead of a blend. Could fall back.

Not a fan of airlines. Too cyclical.

A good holding.

Not generating cash flow. Prefers others. Risky.