Stock Opinions by Beth Hamilton-Keen - Stockchase Experts
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11
Beth Hamilton-Keen @

On Stockchase since : Jan 2009

Director & Senior Portfolio Manager at Mawer Investment Management

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Stock Opinions by Beth Hamilton-Keen - Stockchase Experts

Signal Opinion Expert Chart
HOLD
BlackBerry(BB-T) 

January 9, 2009

Facing headwinds with the competition. There is also a lot more competition in the pricing of the different plans.
electrical/electronic
0 0 0 0 0
0 comments
Facing headwinds with the competition. There is also a lot more competition in the pricing of the different plans.
electrical/electronic
0 0 0 0 0
0 comments
Beth Hamilton-K

Director &, Mawer Investment Man...

Price Price
$56.840
Owned Owned
No

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COMMENT
General Market Comment 

January 9, 2009

Corporate Bonds vs. Equities: Bonds are showing very attractive yields. Upside is limited. If interest rates recover you don't have any upside. Attractive yields are in the much longer bonds, which is not something she would not be willing to commit to. Large cap equities, because their value has dropped so much, are showing very attractive dividends, quite comparable to some corporate bond yields.
0 0 0 0 0
0 comments
Corporate Bonds vs. Equities: Bonds are showing very attractive yields. Upside is limited. If interest rates recover you don't have any upside. Attractive yields are in the much longer bonds, which is not something she would not be willing to commit to. Large cap equities, because their value has dropped so much, are showing very attractive dividends, quite comparable to some corporate bond yields.
Unknown
0 0 0 0 0
0 comments
Beth Hamilton-K

Director &, Mawer Investment Man...

Price Price
$0.020
Owned Owned
Unknown

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BUY
Suncor Energy Inc(SU-T) 

January 9, 2009

Likes this for a long hold. Well diversified and trading at good valuations. Trading on a long-term $30 barrel price, which is probably not sustainable.
integrated oils
0 0 0 0 0
0 comments
Likes this for a long hold. Well diversified and trading at good valuations. Trading on a long-term $30 barrel price, which is probably not sustainable.
integrated oils
0 0 0 0 0
0 comments
Beth Hamilton-K

Director &, Mawer Investment Man...

Price Price
$27.890
Owned Owned
Yes

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BUY
Russel Metals(RUS-T) 

January 9, 2009

RUS Beaten up. Earnings outlook for 2009 is quite low. Unique in that they are counter cyclical. In this recession they are drawing down inventory so cash flow is quite strong and allow them to support the dividend for a good 2 to 3 years. 9% yield.
steel
0 0 0 0 0
0 comments
RUS Beaten up. Earnings outlook for 2009 is quite low. Unique in that they are counter cyclical. In this recession they are drawing down inventory so cash flow is quite strong and allow them to support the dividend for a good 2 to 3 years. 9% yield.
steel
0 0 0 0 0
0 comments
Beth Hamilton-K

Director &, Mawer Investment Man...

Price Price
$19.950
Owned Owned
Yes

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BUY
Has suffered during the economic downturn. Likes them for the long-term. Should be able to sustain through the recession and weather the volatility. Strong balance sheet.
management/diversified
0 0 0 0 0
0 comments
Has suffered during the economic downturn. Likes them for the long-term. Should be able to sustain through the recession and weather the volatility. Strong balance sheet.
management/diversified
0 0 0 0 0
0 comments
Beth Hamilton-K

Director &, Mawer Investment Man...

Price Price
$21.560
Owned Owned
Yes

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COMMENT
General Market Comment 

January 9, 2009

Gold: Feels gold companies are not valued properly in relation to the underlying commodity. They're usually quite a premium associated with them. She can't justify the valuation levels so she is not interested for a long-term investment.
0 0 0 0 0
0 comments
Gold: Feels gold companies are not valued properly in relation to the underlying commodity. They're usually quite a premium associated with them. She can't justify the valuation levels so she is not interested for a long-term investment.
Unknown
0 0 0 0 0
0 comments
Beth Hamilton-K

Director &, Mawer Investment Man...

Price Price
$0.020
Owned Owned
No

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TOP PICK
Cineplex Inc(CGX-T) 

January 9, 2009

Recession resistant. Great yield. Have about 60% of the business in Canada.
other services
0 0 0 0 0
0 comments
Recession resistant. Great yield. Have about 60% of the business in Canada.
other services
0 0 0 0 0
0 comments
Beth Hamilton-K

Director &, Mawer Investment Man...

Price Price
$13.040
Owned Owned
Yes

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TOP PICK
First Capital Realty(FCR-T) 

January 9, 2009

Owner, operator and developer in neighbourhood shopping malls and anchored by large grocery stores, drugstores and banks. Good management.
property mngmnt/investment
0 0 0 0 0
0 comments
Owner, operator and developer in neighbourhood shopping malls and anchored by large grocery stores, drugstores and banks. Good management.
property mngmnt/investment
0 0 0 0 0
0 comments
Beth Hamilton-K

Director &, Mawer Investment Man...

Price Price
$17.150
Owned Owned
Yes

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TOP PICK
Saputo Inc.(SAP-T) 

January 9, 2009

Major dairy producer and supplier in Canada. Also have a significant weight in the US and other global markets. Recession resistant. Great balance sheet. Have been growing by acquisition.
food processing
0 0 0 0 0
0 comments
Major dairy producer and supplier in Canada. Also have a significant weight in the US and other global markets. Recession resistant. Great balance sheet. Have been growing by acquisition.
food processing
0 0 0 0 0
0 comments
Beth Hamilton-K

Director &, Mawer Investment Man...

Price Price
$19.930
Owned Owned
Yes

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COMMENT
You want to be careful with any company, particularly in the energy sector, to be sure you are buying a diversified company and will sustain and weather in an economic downturn.
oil/gas
0 0 0 0 0
0 comments
You want to be careful with any company, particularly in the energy sector, to be sure you are buying a diversified company and will sustain and weather in an economic downturn.
oil/gas
0 0 0 0 0
0 comments
Beth Hamilton-K

Director &, Mawer Investment Man...

Price Price
$50.740
Owned Owned
No

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COMMENT
General Market Comment 

January 9, 2009

Banks. Preferreds or Commons? Prefers the common shares at this point in that they are providing good dividends and have the upside of a common stock.
0 0 0 0 0
0 comments
Banks. Preferreds or Commons? Prefers the common shares at this point in that they are providing good dividends and have the upside of a common stock.
Unknown
0 0 0 0 0
0 comments
Beth Hamilton-K

Director &, Mawer Investment Man...

Price Price
$0.020
Owned Owned
Unknown

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