Stock price when the opinion was issued
Very strong portfolio of engineering and design and consulting. Plays into infrastructure, energy, and environment. Focus on nuclear will be important, with 15% of revenue coming from there. If Hwy 407 were sold at a good price, would be a catalyst to create value (but he wouldn't buy something just because there might be a deal down the road). Yield is 0.1%.
(Analysts’ price target is $70.31)
(A Top Pick Aug 15/11. Down 25.54%.) This is as cheap as it has ever been in its history. It needs a catalyst and a good quarter. It is announcing contracts but that is not the catalyst. New CEO, which he thinks will help.