John Aiken

When you get rid of the volatility factor the stock option expense creates, the earnings growth was actually very good.

When you get rid of the volatility factor the stock option expense creates, the earnings growth was actually very good.

I think that's the area that's most disappointing.

I think that's the area that's most disappointing.

There were a lot of players expecting a special dividend -- myself included -- and that is a bit of read more

There were a lot of players expecting a special dividend -- myself included -- and that is a bit of a disappointment.

Up front, the quarter was fantastic.

Up front, the quarter was fantastic.

They've been unwilling to sell to date, and I don't see what would have changed their mind at this point read more

They've been unwilling to sell to date, and I don't see what would have changed their mind at this point in the game. You could make the argument that they are in turnaround, and selling now might be at the bottom.