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

Not a fan of airlines. Poor cash position.

(Was a top pick on July 20 up 28.4%) A global leader in doors. Still likes.

5% dividend. Prefers others in mining stocks.

No equity on the balance sheet.

In a cyclical low.

Metal prices will be weak for a long time.

Comfortable with their balance sheet, but recovery is a way off yet.

Good balance sheet, but can only see a fair value of $16's.

Not a top choice. They have funding issues.

Prefers Falconbridge, but not a bad company.

Will survive, but any bail out will be detrimental shareholders.

A more conservative play. 5% dividend. Good price.

Very stable for short term investment. Won't have much capital gain.

Missed their payment.

Tough industry.