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

(Was a top pick on May 22 down 65% re: NY disaster)

Wait for the economy to pick up.

Wait to see if air travel picks up.

In a lot of trouble. Will have to be restructured.

Not an enthusiast. A marginal palladium mine.

Limited growth. OK as a defensive stock.

Good dividend and at a low price. Defensive play and not one of the outstanding companies.

Buy their 9% bonds (maturity 2006) instead. Will result in a 14% yield.

Watch that valuation doesn't get too high.

Expansion plan in USA has some concerns.

Overstaffed. A lot of losses. Speculative.

BV = 3. Book value per share is diving. Wait for it to level it off.

(Was a top pick on Mar 9/01 up 27%) Sold out at a loss.

Can't create any earnings. Wait for an upturn.

Metals sector has had a rough time. Could go lower.