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

BUY ON WEAKNESS
Good company. Fully valued now. Buy at $40. Expanding globally
DON'T BUY
Did a good job on costs, distribution, etc. and was a favourite, but at their top.
TOP PICK
Stock has been oversold. If an economic soft landing happens, then stock could rise
DON'T BUY
Cheap, but economic conditions could depress. Recession is a problem for this stock.
TOP PICK
Originally recommended when it was at $13/14 and is now $17. Look for another increase
BUY
Fundamentals for base metals are getting better. Inventories low.
DON'T BUY
Was up for sale, but no buyers, so company is selling off assets. Probably a bit of upside, but not their favourite.
DON'T BUY
DON'T BUY
Really a dividend play (5%) Don't expect growth in present economic circumstance.
DON'T BUY
Cable companies under a lot of pressure and require large sums of cash.
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