LDSH, which had been rebounding nicely, reported substantially worse-than-expected earnings on sales that were ahead of expectations. The margin pressure comes from various sources, but a great part of it relates to the Boeing Dreamliner delays. While the stock made a 52-week low, I believe that the investment thesis remains intact. In fact, I added to personal positions during the day. I believe that those selling today are too focused on old news and not looking ahead to what promises to be robust demand as the international replacement cycle for commercial airlines reaccelerates.