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)
Came out with some very good earnings. They have the highway #407 which could be liquidated, and maybe a special dividend for shareholders. Backlog is still quite good. The Canadian government is talking about putting money into shovel ready projects. Facing a preliminary hearing in 2018 over bribery allegations, but is a problem that has already been contained. Dividend yield of 2.23%.