Stantec Inc (STN.TO)

Prefers over SNC-T because the RCMP is not marching into their offices. It is one of the companies in his safety and value strategy. He just bought ARE-T as well.

(Top Pick May 16/14, Up 10.29%) The space is appealing. They had a big backlog of infrastructure planning. They project manage things from soup to nuts. They are diversified by industries and by geography. They are a little constrained by the oil and gas space as they all are. He thinks they would be a buyer in consolidation activities. They won’t get bought.

One of the two engineering and construction firms he likes. You get US housing market exposure and US transportation exposure. The stock is very attractive here. Not much oil and gas exposure, but it sold off. He thinks the premium of the stock is justified.

Picked this for both organic growth and M&A activity. Very clean balance sheet so has the opportunity to go out and expand. Stable EBITDA margins throughout the cycle. Yield of 1.11%.

(Market Call Minute.) In this space she prefers a larger cap name but if you own, continue to hold as there are infrastructure projects coming on stream. (See Top Picks.)

(A Top Pick Feb 19/13. Up 67.22%.) This has changed for the better. Increased their dividend over the past year and earnings have been better than expected. Their goal is to be one of the top 15% engineering firms globally. Have been profitable for 57 years now. Solid, well run company. A keeper for the long-term.

Classic parabolic move. Often this is an overreaction to the upside and it moves down. The longer term picture is good on this one. There may be some more room to correct.

(A Top Pick Feb 19/13. Up 5.71%.) Increased their dividend this year and he thinks they will do this on a regular basis. Backlog is fine and they are well managed. Still a Hold.

Engineering with a little bit into construction. Has done very well.

(A Top Pick Feb 19/13. Up 8.85%.) Still likes. Raised their dividend this year.

50 years to pay their first dividend. 14 times earnings. Balance sheet good. Tuck-in acquisitions. Steady Eddy growth. A clean, solid company.

(A Top Pick Feb 21/12. Up 28.12%.) (Was actually a Past Pick but we are leaving it as BNN showed it.)

Feels this is worth about $40 so if you own, continue to hold.