revenue beat, ebitda beat......and earnings "missed" by two cents, 1.04 vs 1.06. in a vacuum, these numbers are fine as we ramp up towards 2016 and beyond. even if you lower current 2015 eps estimates from $4.42US to $4.35US ($5.68CAN) that's a 2015 p/e of 17.42 on a $99 share price. if we lower next year's earnings eps of $5.77US to $5.65US ($7.53US) that works out to a 2016 p/e of 13.14. slap a 15 multiple on $7.53 and that works out to $113. The earnings are fine, unless I'm missing some weird line item that spells doom. Just as important as the earnings will be the cc tomorrow and guidance regarding the m&a backdrop in the sector and outlook for the current business. my thoughts.