Problem is that their estimates for the march quarter are well under previous guidance. Was .36 to .41, now they are saying .27 to .31. Thats a big change--not even covering the dividend. Their expectations going forward(after Gas Solutions capital gains and distributions were paid out) were .36 to .41 and thus why the dividend was raised. Now expectations don't even cover the dividend? Somewhere along the line an asset or two are not performing as expected--I fear it is TOWER, since there were huge expectations from that investment--north of 18% return. I'm betting it hasn't materialized. Hope the call sheds some light. Still love this management, but not the numbers going forward i was looking for.