Geeeeeeeeeeeezus I hope I'm not wrong. Yikes. My wife told me to cancel all buying until we get a full month of upside. She knows nothing about investing, but I agreed with her. I'll probably miss out on some great deals but can't stomach it these days.
I think there is some but it is really hard to guestimate how much of an impact especially with their international revenue growing and the US declining (for now anyway). I have not seen it mentioned in detail in the AIF.
The past quarter and the next couple should benefit from some recent orders announced and acquiring 50% in the China operation at the tail end of last year. Their Brazil operation (40%) seems to be doing exceptionally well.
I am quite happy with the numbers (EPS not stock price :) )
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