AtkinsRéalis Group Inc. (ATRL.TO)

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).

(A Top Pick June 30/17 Up 1%). He has been a little disappointed by its performance. Someone does not like this stock, because the news about the company is much better. If it can break above January highs, it would have room to run he thinks. Be patient.

This is facing a big sideways consolidation that is spending too much time going without making new highs he says. It shows no signs of breaking out.

(A Top Pick March 23/17 - Up 9.5%.) It should be much higher. It has done some good acquisitions. He is waiting for the Canadian Government to do more infrastructure spending as opposed to talk about the infrastructure sending.

(A Top Pick April 10/17 - Down 2.5%.) He likes the pattern. Still would be a buyer at these prices.

Surprised about how engineering and constructions companies’ stocks have been soft in Canada. He thinks there is a positive backdrop for infrastructure given the Liberal’s plan to increase spending in this area. Maybe the Canadian market is a little clouded by the discussions surrounding NAFTA.

(A Top Pick March 3/17 - Down 3.6%) Still hold. Given the economic growth, the company is still going to do a lot of business. He thinks it got over the scandals about bribes and all that. If the US does go ahead with the infrastructure program that would be great for the company. Have very good assets. There are rumors that they might sell some of those and pay a special dividend.

An infrastructure stock. Chart shows a pattern you can trade. Since 2016, it’s been stuck in a zone of about $50 to $60. Hasn't been great for anybody holding it since 2014 if they got it at the high. However, for those who like to trade, buying this at $50, and selling it at $60, makes it a brilliant strategy. If it falls to $50, he will be on this.

They ran into a lot of trouble involving contracts in North Africa. There had been concerns about being limited in funding from world banks. The concern has always been if they could get satisfactory margins. He does not own it because of mediocre execution rather than corruption.

One of the largest engineering and construction companies in the world. Its history is construction with engineering being a part of it. There is less construction cost overrun risk to it. There will be some headline risk due to their having to pay a fine in the future on old news. There are lots of infrastructure projects on the horizon. (Analysts’ target: $69.00).

(A Top Pick Dec 28/16. Up 0.72%.) If it gets above $60, away it goes and will probably get close to $65, and then he would look for $80. This is one to hold for a couple of years. He would buy this one today.

(A Top Pick July 7/17. Up 3.24%.) In the last 3 years, companies with oil exposure have been under-earning. If you have a view that we are going to have an energy dependency for the foreseeable future, there will be a recovery in this business. This is a core holding and he continues to like it.

It was a messy beat this morning. They have adjusted engineering and construction numbers. They beat on margin. The Highway 407 is ticking along fine. They will have a 7% compound growth rate just from the 407. (Analysts’ target: $67.00).

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.

The stock has recovered from when they had the problems with their bribery charges. Have new management now. Earnings have been relatively flat for the last year, so they’ve done some acquisitions this past year, with the larger one being in the UK. The Atkins acquisition makes them much more global. Wait to see how the integration goes with the acquisition.