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)
Somewhat volatile. Has great potential. Thinks they are through the problems they had through the bribery situations. In the right place at the right time. There is going to be a lot of infrastructure construction going on. The #407 remains a great asset. Relatively inexpensive.