You can find here where I bought the biggest portion of the CCRD position #msg-433177. I buy falling knives because they quite often retrace 50% of the massive decline. I buy other stocks that seems fallen angles because the bear market created there values as measured by price to book, price to potential earnings and price to cash. PDII, SWTX, SDF, SEMI, GTW, HOOK and VTSS and sometimes I simply err . Mostly, I buy them because no one else wants them, when no one else wants them is a good time to buy companies that will survive.