Aecon (ARE) added 12% on the back of another nuclear win - this time for the design, planning, and construction of four SMRs in Washington. With another eight to win in the buildout, growth in the segment isn’t slowing down…

… and with support from Carney’s nation-building agenda, neither is the backlog.

Up roughly 40% since highlighting the founder’s insider buying, Aecon is finally trading at the premium it deserves.

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