RE: Another is a long string of disappointments COS has been selling off less about the managment, and more on the fact that US oil inventories have been rising to all time highs. Electricity usage in China is also declining. If there is growth in China then why is electricty usage declining in China? Chinese economic numbers can't be trusted - and smart investors knew this and have been shorting resources for 18 months. However I'm not so sure this is a good point to sell. US Leading indicators have not rolled over yet. And the short trade in resources is well publicized and crowded. Though the Sell in May crowd could show up the next few weeks.....