"But we had a pretty diversified portfolio of businesses around the world and things tended to offset each other. But one or two years ago, we had a lot of things happening at the same time"

In this quote, Jim Cantalupo is going over the benefits of having a varied portfolio of services. He describes that when a business has a variety of organizations operating in different parts of the world, any unfavorable effects or obstacles faced by one company can be balanced out by the success of another. Nevertheless, he also acknowledges that there was a time when several occasions were taking place concurrently, which might have triggered some troubles for the business. This highlights the significance of having a balanced and varied portfolio to alleviate dangers and preserve stability in the face of unexpected occasions.