Top PickLast stock in the clip; he and his family also own it personally. GLTA
https://www.bnnbloomberg.ca/video/shows/market-call/2024/11/06/david-burrows-top-picks-mt-bank-motorola-solutions-and-atkinsrealis-group/
Atkinsrealis Group (ATRL TSX)
Atkins-Realis is a leading player in the global energy transition and infrastructure sectors, offering a strong portfolio of sustainable services in engineering, design, and consulting. ATRL has global exposure with expertise in infrastructure, energy and environmental solutions. The new U.S. leadership will continue to bolster re-shoring in the U.S. as well as increased infrastructure spending. With 20 per cent of its revenue coming from the U.S., ATRL is positioned to benefit from these trends. Another interesting angle to the ATRL story is their exposure to the growing nuclear theme. ATRL’s nuclear segment represents approximately 15 per cent of revenue and has witnessed strong growth as investment in nuclear has seen a resurgence. ATRL will benefit from potential life extensions of current nuclear reactors as well as revenues they generate from maintenance and construction of nuclear facilities using the CANDU nuclear technology.