Hopefully, at some point in 2013, we'll actually get a positive surprise! POT has long-term value, but the short-term performance has been lagging. Hard to get nice pops with the misses every quarter.
This is all part of the ups and downs of being the swing producer. When times are tough, they pull in their horns and take the production hits. Not sure when the good times will return but when they do, POT will be ready.