DON'T BUY
They deliver better than anybody in the sector.Valuation is good.Making money.Doesn't see a lot of upside in the steel industry.
WEAK BUY
Would be a good pick in the sector.Valuation is pretty stretched right now.Expects it will get a bounce in the sector.
DON'T BUY
Have done a good job restructuring.Not his top pick in the sector.
WEAK BUY
Higher political risk than with others.Good production.Strong management.
DON'T BUY
Has trouble with the valuation.Its six or eight years away before it gets into the key automotive sector.
DON'T BUY
Not sure if these guys are the big winners in the sector.Prefers others.
DON'T BUY
Doesn't think it will be the top pick in the sector.Would prefer others.
TOP PICK
Canadian drillers have a big discount to the US in valuations.Drilling is picking up.