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

Not sure why it took such a jump, but may take a few profits. Very good, lean group. good properties.

Could get sold at a lower price, or government could step in to prevent a sale, etc. Anythings possible.

Have other preferences.

Has paid a higher yield than many of its peers. Has a sector "underperform" recommendation on it. Trading at about 188% of its NAV.

One of the highest quality trusts on the board. Strong stability rating.Has paid a higher yield than many of its peers. Has a sector "outperform" recommendation on it. At its target price, but likes the stability of its distribution. 7 1/2% yield.

The fact that the market is dropping indicates it doesn't think the rumoured acquisition by a Chinese company is a good one. Wait for some clarity on the stock.

Have had some problems in the 2nd/3rd quarters, weather related delays and some troubles meeting their production schedules. Prefers others.

Whne a conversion to a trust is announced, it is better to hang around for awhile as there are usually a whole new bunch of buyers getting in. After the split, both pieces should do OK.

Shares are staying stable.

Exploration company. Great company.

Fair market value is at least twice its current value. In the long term, with China and India becoming major companies, metals commodities is pretty good.

A slow growth industry that's becoming very global, so they have to do something rather than try to stand alone. Not sure Coors is the best alternative. Fairly valued.

Feels there will be a takeover.

Converting to a trust within a short period. Will probably appreciate.

A lot of great opportunities in the great Northern assets. Cut in distributions was to retain capital for further investments. One of the better performers and should continue.