Revenue was higher than expected but a number of charges distort the picture. Still, if you exclude that, the numbers are better than expected. The guidance for growth in general is good.

It looks like that number is tracking at 6.8 percent, slightly higher than what we expected, ... We did expect it would be a lot stronger but sales got pinched at the end of the month because of cooler temperatures in some parts of the country.

The moose are getting eaten by the high number of wolves. With moose numbers so low, we would have expected to see wolf numbers drop by now. But they haven't. That really surprised us.

The TV market is huge as consumers often buy a new and more stylish TV before the old one has died. But who has ever bought a second or third washing machine?

Investors were rattled by this, but there was really no news that justified a drop of this magnitude.

Today's surprise is not enough to warrant a substantially higher valuation.