FTSI - hey bb, i actually had some of those frozen blueberries with soy milk, tofu and traderjoe's trailmix (unsweetened) on my oatmeal earlier today! (Oh, the joys of eating a plant-based diet-- i don't spend a dime on all those medications Americans et al. are spending billions on each year for diabetes, heart disease, hypertension, high cholesterol, etc.)
As for FTSI, on the last cc the CEO said that they're reducing debt levels so fast that they may hit their target of net debt level by end of year and among the options beyond that point he mentioned "returning cash to shareholders," along with the option of more CapEx and/or more debt reduction.
Yeah, cycles-- i still think that one day, maybe late 2020s, we'll hit "peak oil" so for longterm i'm not so concerned.
Still, i haven't bet the farm on this one and wouldn't recommend anyone do that because, yes, there may be some temporary gluts that plunge the price of WTI oil.
Reading through the transcript of that most CC in early May, it sounds like these guys are very flexible (more vertically integrated) and better positioned than most competitors to stay healthy if there should be another radical downturn.
