What should we make of this pressure in the space. Is this a value trade or value trap guy. What do you think.>> Yeah, Steve's been talking about the underlying commodity for a while and it's going his way. But in terms of the stocks, until the last week or so, they've been a value trade. Now, I think people feel they're on the wrong side of it because they're sort of looking at the underlying commodity and they're sort of equating the weakness there with the weakness in the stocks.Peter Burkvar had a note ...