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

(Was a top pick on Mar 22. Up 26%) Made a good acquisition in US. Has had a big move to date. Carefully adding it to their holdings.

Not a fan of airlines.

Had a great run. Likes their Brazilian acquisition. A stable srock.

Has some good assets. Good dividend.

No money left in this stock, so just hold for any pop and sell.

(Was a top pick on Apr 29. Up 4%) Still likes.

Have a lot of problems. Volatile. Too speculative.

Expects good growth.

In a monopoly situation. Fuel costs have settled down and consumer spending is improving.

At a high and over FMV, but copmared to its US peers, its a good holding.

Trading close to its technical resistance. Ahead of itself in earnings and FMV. 4% dividend.

Has done a great turn around. Still some room to grow.

Has done a pretty good job on cost reductions, but difficult to grow in their sector. May be a little ahead of itself.

Likes the metals.

Balance sheet is in order. More upside. Building their margins.