Nice post. Today I read that Canaccord Genuity raised NOK to buy from hold.

Despite feeling overloaded on NOK, I have to seriously think about buying more to even my costs out, although that's a fool's game if the scenario doesn't play out as planned. If one has buying in mind, I think the question is whether to do that now, given how nastily the price has gotten thrashed. Or wait until after the CC for Q1, which the article notes will not be pretty, but things get better from there. One could certainly say that Suri has set expectations low, so it will be a 'beat', but the street often tends to react negatively even if the downside 'surprises' are already known (e.g., the oil companies.)