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

Stock should be worth more. Worth $30 in a good economy.

Still has a lot of work to do. Too cyclical.

Likes a lot. Has had a good run. Higher risk.

Some good assets, but mngmnt credibility is an issue. Attractive at current price.

Not well liked. Trades below book value. Its still a good buy.

Not a fan.

Good dividend. Good upside potential.

Not much risk, but not bullish on metals.

Not a fan.

Not a fan of airlines. Tough industry. Too much debt.

Not enough supply to offset demand, so price should stay giving a good cash flow.

Good defensive play. Good yield.

Cheap at this price, but not a fan of airlines.

Too cyclical. May go lower before it goes up.

Competition increasing. Fuel costs still high. ROE a long way off.