I may be playing a fools game, but I see significant long term value in BKN as well as some other small cap names like NWH, MRM etc. They are almost being priced as bankruptcies, which I do not believe is the case at all.
Long term I'm talking 5+ years. I'm not trying to pick a bottom and I'm not going "all in", but I am averaging up and down probably over the next 6-12 months until I get my desired allocation across this sector.
BKN Price at posting:
68.0¢ Sentiment: Buy Disclosure: Held