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

A good company. Has done a lot in pulling its act together. Fully valued.

The short-term charts on metal prices and metal stocks are all ahead of themselves. A good hold for the long-term. Would look for a pullback to $19 before buying more.

A global leader in their sector. Good margins. Good acquisitions. Continuing to grow. Looking for above $2 in earnings.

Molson is trading at about 4 times book value. Fair market value is higher than current price.

(A past top pick Nov 5/03. Up 3.7%.) A turnaround situation with management. Interesting properties. Good management. Had hoped it would develop faster.

A well-run auto-parts company. Safer than buying auto companies. Wait for some bad news on auto sales which will drop the stock.

Practically worthless.

(A past top pick Nov 6/03. Up 1.1%.) Brazil gives them growth. It should do fine towing forward.

A well-run company. The marketshare in each new truck and car. Not a bad place to be.

Thinks the overall demand for metals will continue strong.

The stock got badly beaten up about five months ago when they had to cut their dividend. That was a great buying opportunity. Dividend. Nickel prices are expected to rise based on demand from China.

Likes as a defense holding at this point.

Prefer to invest in purer plays. Will under perform because it has a holding company discount.

There won't be much value left for current shareholders.