I sold half my position Rory. Frankly I don't understand the reaction. I am listening to conference call and reading the news. Not going into detail here but I don't understand sell off. Company is buying back shares. Oh well my position was not huge. I will sit it ot sell rest at another time. On bright side I used money I sold on ERES to buy ADS today off upgrade. ADS reporting strong 3rd qtr earnings. Raised guidance.