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)
The name has gone nowhere for quite some time. It has formed a long base. If we break out he thinks we will get to $70 quickly. Someone has been unloading this but he thinks it is a big mistake. (Analysts’ target: $69.79).