Stock price when the opinion was issued
High quality. Stock's done well on good execution. Canadian engineering firms have a strong business model in Canada, and they're continuing to expand outside Canada; lots of opportunities to do well. He holds STN instead.
Buy a bit now. If price goes up, you'll be happy you got in earlier. If price goes down, buy a bit more to average down. Nothing wrong with the name, you can own for a long time.
Canadian-based, but less than 20% of revenue from Canada. Attractive and achievable 3-year targets to grow margins, earnings, revenue base, and free cashflow. Strong demand for services. Not exposed to tariffs. Very strong balance sheet to take advantage of M&A opportunities. She'd buy here.
A Canadian company exporting services around the world. Are not that effected by the tariffs directly. Shares are down because they work with companies where steel costs are rising, so these projects will be more expensive and compress their margins. If there is infrastructure spending around the world, WSP will definitely benefit. The 5-year chart is exceptional, fairly directionally up. He owns Stantec instead (more US and water exposure), but both companies are worth owning.