RE:POOR PR I'm not sure why you guys want mgmt to "massage" the message and make it look upbeat.
Many people in the past (me included) were upset that they werent highlighting the positives, but look at the results back in 2018. If they spinned it positivly, then investors would have been pretty pissed bc they werent seeing an uptick in results. They are being honest and telling you that 1Q was an anomaly and that expectations need to be tempered.
Let's be clear - mgmt know more about this business than anyone on this board and they are stake holders in the biz. I figure they want the stock to be higher more than anyone here.
The one curious point for me is the diffrence in outlook for PHO vs competitors who were more upbeat.