BKT, page-278

i think BKT is a great opportunity, but unless I'm reading that turnover report incorrectly, the lions share of the net buying is coming from private client brokers. that doesn't mean that BKT prospects are not good, but the stock still isn't on most insto radars, too many have been burnt by the SYR and it's downhill slide.

It doesn't mean the dawn won't come, but it may take a little while, the only insto flow i can see is the selling from Nomura, this isn't a bad thing, it just means when they finally arrive we will definitely notice ! I'm watching for the arrival of Goldman's, Merrill's and Citibank as net buyers before i get excited.