Q2 and beyond.Q2 is in the bag...and likely to be released in a few weeks.
After Q1 results, I'm not holding my breath that Q2 will be significantly better. That's my gut.
I think we start to see the benefit of QAP deals, etc. in Q3 and Q4...with maybe a spike relating to news on K before release of Q3 results.
General market will likely be under pressure as well for the next 6 -9 months (low tide sinks all boats)
So my plan is to keep some powder dry and buy after Q2 release, and before any news on K or Q3, assuming weakness.
Forced hold in many respects, but I think the setbacks are temporary, and medium term looks bright (vs short term).
glta
MM