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 Top Pick July 7/17 Up 0.4%) They were expecting a little more follow-through on the Trudeau promises to increase infrastructure spending. Although the work is happening, it has not yet paid off. He would continue to hold it.