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

Likes their Brazilian holdings. Fully priced.

Has momentum growth. Cheap. Great return on equity.

Very leveraged balance sheet. Have consistantly failed to give a decent return on equity.

100% unhedged natural gas. Not a fan. They disappointed the street this year. Too many shares outstanding. Weak assets on the east coast.

May be slightly ahead of itself now, but could go to $8.

Has done well in restructuring and refocusing its energy. Still has a way to go regarding price performance.

Buy in the low $20's, under $23/24. A strong Cnd dollar and higher interest rate will affect them. Well run. A good long term holding.

Stable business. Earnings have been reasonably good. Brazil operations look like they will be having better margins.

Very solid stock.

Good company, but can't see a huge upside. More of a plodding, steady company.

High dividend yield which will probably be safe. A high cost manufacturer. If you want to be in metals or high dividends, there are probably better stocks available.

Dividend could be at risk if the commodity prices continue to be weak. Not a fan.

At a great entry price. Turning it around.

5% dividends. Probably will be maintained.Doubts that stock will grow very much.

At a good price and has solid management. Should make some good money over the course of 18/24 months.