Sterne Agee analyst Peter Arment

That was not priced into the stock, clearly, they need to transform some of the businesses so they can get back to growing.

Sterne Agee analyst Peter Arment

If you were a betting man, you'd think it would persist all year, because it's tied to a lot of offshore activity which we know is going to be down.

Sterne Agee analyst Peter Arment