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 tremendous company. The real concern here is if criminal charges are brought against the company, which will exclude them from future contracts with various government agencies. They have already, more or less, proved in court that the wrongdoing was not at the high levels of the company, but more of a division situation. In fact they have won a case against one of their employees.