AtkinsRéalis Group Inc. (ATRL.TO)

(A Top Pick April 26/12. Up 22.83%.)

Sold her holdings when they ran into all their difficulties. There is still not a full picture of what happened in the last few years. Have made some senior management and board changes, which is positive. Haven’t clearly laid out what their strategy is. She would rather wait for a clear picture.

Likes the whole sector. It seems that every day something is happening in this company and it makes the front page. Has great support at $41.50.

Doesn’t think you should be investing in companies where the board doesn’t know where the money has gone. The can of worms just continues to unfold. Thinks they are going to get themselves into trouble with governments. A lot of assets, but a lot of debt too.

Sold his holdings when they 1^st started having troubles about a year ago. Sees nothing but a succession of further stumbles. They get things wrong on the ethical and bribery sides. Let it settle out before doing anything.

(Market Call Minute.) Their reputation is following them around. This is a company that has news risks in it.

The way things are going, we may see more things come out of the woodwork. He hopes the stock gets knocked down again as he would love to buy it under $40. Huge company with thousands of engineers. Significant and profitable deals continue to be added to their project backlog. Third World companies need the kind of projects that they have. Yield of 1.87%.

(A Top Pick Feb 21/12. Down 2.71%.) Still thinks it is very attractive. Great assets. Headline risks are not going away, but if you can ignore that, there is great value here. Assets are worth $30 a share, which means the rest of the business is trading at 8X earnings versus others which trade at 15X earnings.

(A Top Pick March 29/12. Down 25.54%.)

Sold her holdings when the problems started to come out. Stock performed much better than she had expected. Appears new management is trying to clean things up. Still not sure if the activities may impact future potential to get contracts globally.

Fairly attractive on a fundamental level. Global. A decent investment but this whole corruption scandal will distract management so you can go other places in the meantime. Not sure what will move it to the next level.

1^st scandal shot the stock down and then subsequent scandals have been lesser but seem to keep the stock down. Looks underpriced. An excellent portfolio of investments and continues to sign up big projects. Engineers are okay but they need to weed the management out a little bit. 1.95% yield.

(Top Pick Jan 19/12, Down 13.48%) He sold at a 9.3% loss himself. Then the scandal broke. It will have a hard time between here and $48. There may be some more bad news. Prefers other names in the space.

Have a lot of issues and some of them are huge. Have a new board and are working through all their issues and the share price has reacted favourably but he can’t buy the stock based on valuation. When he evaluates the name, it doesn’t look that cheap to him.

Has a new CEO which dropped $1 million on stocks. Just signed the Muskrat Falls project in Newfoundland. Just awarded the Ottawa LRT a few days ago. Involved in 40 different countries. If you believe that there is a worldwide economic recovery, this is a no-brainer. Backlog has been increased to $2.2 billion.