RE: TD ExpectationsThanks Mister.
That's a fair & balanced view imo and I agree with Penner's reasoning. He doesn't comment about 2011 directly but does so, imo, indirectly via his positive comments regarding svc. I sense some more comfort with this particular space & how the space has/is evolving.
What's funny imo is seeing Scotia's research note changing their recommendation from sector outperform to sector perform. I find it funny b/c I'm not sure what's changed for scotia in their analysis - this is the same company but on even more grounded footing as each and every quarter goes by with increasing revenues and RFP activity. It would be nice if some analysis was behind the recommendation - perhaps there is but haven't seen it yet.