Stock price when the opinion was issued
(French index.) A couple of challenges. Industrial so fairly cyclical and fairly leveraged to overall economic activity. Company is doing extremely well. Organic growth is good with good penetration into emerging markets. 4.4% yield which should be fairly secure. Might be quiet for the next couple of years. Watch the company and their business plan and what they are focused on.
Electric contracting and equipment. Growing. Long, long term. Double top recently, so expect a bit of weakness. Part of the digital transformation to energy. At the centre of the need to manage energy distribution and delivery. Tons of upside. Cashflow's increased in a year by 36%, 62% over 2 years. 90% institutional ownership. Could be volatile in short term, but in 10 years you'll be happy. Yield is 1.5%.
(Analysts’ price target is $44.89)
All about using electricity more efficiently at the commercial level. Longer-term infrastructure growth. Very stable. He actually sold yesterday, only to take the $$ and put it toward something he really likes in this market downturn. He'd look to buy it again.