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

DON'T BUY
Competition increasing. Fuel costs still high. ROE a long way off.
BUY
Good investment. Supply/demand for base metals is good for the next 3 years. Mngmnt change is positive.
DON'T BUY
Owns most of the market, but highly leveraged. Poor economic conditions.
DON'T BUY
Quality company. Good management. Recession could affect metals.
DON'T BUY
BUY ON WEAKNESS
Good company. Fully valued now. Buy at $40. Expanding globally
DON'T BUY
Did a good job on costs, distribution, etc. and was a favourite, but at their top.
TOP PICK
Stock has been oversold. If an economic soft landing happens, then stock could rise
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