Buy when others are fearful, sell when others are greedy. It seems every tick lower is accompanied by more irrational analysis/discussion, when little has fundamentally changed from a few weeks ago.
We all know the mining sector has slowed down significantly. But the end of the world it is not. We aren't paying a premium for growth. BKN isn't trading at a forward multiple of 15x+, its at <1x. BKN isn't going bankrupt any time soon, there are several alternatives before bankruptcy even enters the conversation.
The hardest thing to do is to buy when everyone else is in a panic. But try block out the noise and think bigger picture, longer than 2 weeks ahead.