It was quite a sucker punch. I still like the firm. It has a lot of characteristics of a "Warren Buffett" company.
Should be great long term, but the question now is when to buy. This type of suprise ussually takes 3 to 4 days to shake off. Shorts may cover now to book profits and cause some big volatility for today and tomorrow.
Maybe next Monday we should see the coast clear to add to positions.