RE:Top PickTOP PICK
Atkinsrealis Group.(ATRL-T)
06/11/2024
Very strong portfolio of engineering and design and consulting. Play into infrastructure, energy, and environment. Focus on nuclear will be important, with 15% of revenue coming from there. If Hwy 407 were sold at a good price, would be a catalyst to create value (but he wouldn't buy something just because there might be a deal down the road). Yield is 0.1%.
(Analysts’ price target is $70.31)
Contractors
David Burrows
$69.020
Owned