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

(Was a top pick on Feb 25 up 18%) Still likes. Earnings estimates are going up.

Metal assets are not the greatest. Dividends.

Doing very well. Good market share. Likes the Brazilian deal.

Not enough earnings at this level.

At FMV now. Needs earnings to support this level.

Prefers to play a direct commodity instead of a blend. Could fall back.

Not a fan of airlines. Too cyclical.

A good holding.

Not generating cash flow. Prefers others. Risky.

Will be price sensitive to interest rates, but expects this will be nominal. Good assets. Steady distribution. Prefers over Clean Power.

Looking for new management.

Solid yield. Should do well.

Wireless is in a tough period, but expects some improved pricing on customers. Good company. Risky.

(Was a top pick on Jan 18 up 19.6%) Still likes.

Should do well and the price is fine.