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)
On the sidelines with this and has been for quite some time. Brought in new management and high level compliance people and are going through all the motions that they need to go through to fix the company. Didn’t have a lot of issues in the US and that might start to improve. This will be a long-term turnaround and a “show me” story.