CFK...Niles, thanks for mentioning this one earlier. I took on a good size position in CFK myself over the last week. I don't agree with the concerns for the seasonally weak quarter we are in. Already preannounced and well known so they are discounted by the market. This quarter will be compared to last year's seasonally weak quarter. That should actually make it easier for a strong comparison. With the price of oil so high I'm sure everyone planned ahead as much as possible so they can keep drilling and working in spite of the road thaw restrictions.
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