Jennifer Radman Tetra Tech Inc. TTEK-Q PAST TOP PICK Dec 06, 2021

He got out. It is not really pricy at these levels. Would like to re-buy on any weakness.

(A Top Pick Jan 22/13. Down 0.48%.) Got into some difficulty with their Montréal acquisition, took some substantial write-offs and he sold his holdings. That is now behind them and looking forward he sees earnings of about $1.65-$1.70 and going well into the $2. A little pricey at this point. He would like to see it come back down to $26.

(Top Pick Feb 25/13, Down 1.04%) They got into trouble in Montreal where some of the new employees are link to the scandal. They decided to close down and revamp the office. They took a write-off, so he sold it. It’s knocking on the door again.

(Top Pick Mar 18/13, Down 4.17%) They bought two or three companies and neither went well. They have now cleaned their act up and he expects them to come back at some point. Waiting for a lower price.

Had a great run and pulled back. He wants to get in at $27.50. Looking at $1.75 in earnings this year, $2.04 next year, $2.30 the year after, so great growth. They are one of the leaders.

(A Top Pick May 29/13. Down 4.71%.) Sold his holdings when they got into trouble in the Montréal building scam. Also, the mining business slowed down much more than they thought it would.

One of the major water companies in the US. They do a lot of government work. Have transitioned from all government work 3-4 years ago, into the private sector. That was going fairly well, but about 2 years ago they made a fatal mistake and decided to get into the Canadian mining business just about at the top. This caused all sorts of problems. Also, one of their acquisitions was involved in the construction scandal in Montréal. One of his 2 favourites in the energy field, but he wants to see evidence that they have come to grips in dealing with corporations.