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

(Was a top pick on Feb 26. No change, but did have distributions.) High quality company. Good balance sheet. Good distribution.

Not a fan. Can't seem to make any money.

4.5% dividend. Performing well.

Good commodity diversification.Risk is a "double dip" in the economy. Would prefer Alcan or Inco in the commodity sector.

Brazil acquisition has run into problems. A good price. Prefers Sleeman.

Great dividend. Good price.

Likes the new management and their outlook. Would buy at $16.

New management should be good. FMV is about 1.80/1.90.

Well run.

A problem situation. Struggling.

Good assets/management.

Has been a strong performer. Well managed. Won't have a lot of growth.29.95

Volatile. A little high now.

Have to watch carefully, especially re: cash.

Has some good lverage in copper.