Earnings estimates are factoring in generous prices and in the second half of the year comparisons are going to get difficult.

239

[Within the broader sector,] companies that are producing and selling the product are the most vulnerable, ... The oil service group is less vulnerable, because there is increasing pressure to spend more for the resources.

166

The first quarter is history. The focus is on what are prices going to be going forward. When they're down, there's less (confidence) that they're going to continue to go higher.

142

It wouldn't be a calamity unless we lost another 5 (percent) to 10 percent of capacity.

137

That's a big concern because they do have a lot investment opportunities there. Unfortunately, they could be unfulfilled.

131

They've done an extraordinary job.

129

I think crude has been overpriced for the last 12 to 18 months. I think all parties understand the situation. They're going into a seasonal increase in the fourth and first quarters, and they're anticipating an increase in demand.

116

Management has been parachuted in that has not understood the fundamentals of the business, ... You need to bring in one person with a small SWAT team.

80