I think everyone's trying to be the hero to call the end of the trend, but I think this could be a very long-term substantial beneficial trend for investors, to stay long energy.
If you think there's going be a hurricane issue this season, oil services (are the way to go). If you throw another hurricane into that environment it's just going to get even better.
It's an exceptionally strong quarter -- they're the world's most profitable company. It could raise eyebrows among some, but they're doing their job.