Yep on AP. There's a little seasonality. But if you look at what they did in Q3 last year...the numbers weren't bad. And they should be quite a bit better this year.
CC wasn't wildly bullish or anything. But it sounded like the positive tailwinds that lifted Q2 results will continue into the back half of the year.
Maybe AP will continue to offer some nice trading opportunities. Buying in the $1.30's & lower, while selling in the $1.60's & higher...would lead to some pretty sweet gains.