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

Good sector to be in. Well run. Trading at 7/8 X earnings.

Nice dividend. Their Falconbridge asset is weak.

A good turn around story. Should go higher. Very focused.

Good diversification in metals, but not sure it provides a lot of upside.

A good autoparts supplier, but auto sales could decline. Well positioned.

Solid managament. Gas is fully valued right now.

(Was a top pick on Nov 8. Down 1.5%.) Still likes. A prime take over target.

Very high risk. Only have a small portion in your portfolio.

For a pure play on commodities, buy Alcan or Cominco.

An interesting energy stock.

Natural gas has broken out. Any of the gas juniors, such as Baytex, Cdn 88, Viracocha, Gauntlet and Compton are good value. These juniors are managed by people who have moved out of seniors.

Relatively good performance. Dividend. Prefers others for better growth.

Relatively cheap.

High decline in reserve life and acquisitions are getting difficult.

Well managed, but prefers Magna or Linamar.