I believe that the one cent miss on earnings was not nearly so "big" as the comments by Victor in the conference call about the "unexpected lull" in customer inquiries for some of the new containers now on hand but not generating revenue. When will the "seasonal pickup" begin? Is there a shipping slowdown that no one has been expecting?
On the other hand, the financing deals done in Q1 have made a significant reduction in ongoing interest costs.
On the other hand, this is a buying opportunity, and I bought more yesterday.