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)
If you see a revival in commodity prices then definitely keep it. He did own it and sold in 2013 and did not see most of this recovery. They have done an amazing job. 43% of revenue is oil and gas related. 19% is government spending.