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

Metal prices are down and have had labour problems. Prefers Inco. Dividend is probably safe.

Has been ignored. Prefers others. 6.5% yield but could be cut.

(Was a top pick on Feb 18. Down 14%.) Still likes. Have bought more. Trades at 9 X earnings. Expect their new numbers will be good. Very cheap.

Growing at a good rate. Could become a royalty trust or be a take over candidate.

Nothing too glamorous about it.

Dividend should be safe. If copper prices roll over, Noranda could get hurt. Good price.

Cyclicals are starting to look a little more positive, but he prefers to own specific commodities rather than a basket of them.

Has had a change in management. Their position could be improved if they sold some of their east coast assets. A reasonable investment.

Very small dividend, so not a compelling buy.

Not a great company. Solid dividends.

Good dividend, but no earnings and dividend could be cut. Prefers others.

Take you money and run.

Good value, but have to see what new management does.

Has been weak.

Has been having a difficult time. 6.5% dividend.