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

PAST TOP PICK

(Top Short Oct 26 up 83%) Covered with in a week or two of Oct 26, so covered. Has now shorted again.

BUY
Well diversified, so should do well in a stronger economy.
DON'T BUY
Too many share issues has diluted the value of the shares. A show me stock.
TOP PICK
An early cyclical company. Will do well when economy recovers. Trading at 1 X book. Great dividends.
BUY
Wireless is habing a tough time, so will be volatile in the short term, but could double over the longer term.
DON'T BUY
Prefers owning their bonds. Starting to turn things around.
WEAK BUY
Will be a survivor. Raised a lot of cash. Not a bad entry point.
BUY
5% yield so you are ahead even if cyclicals don't recover. A good hold.
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