It makes perfect sense since Toups did the roadshow and travelled to NY, Boston and Chicago. Fidelity obviously took notes and made a nice big buy. Now more than ever, we probably won't hear anything until next month, and that should align with end of Fidelity's inital big purchases. Perhaps Fidelity will have 4 or 5 million shares by the end of the 9/30/11 reporting period.
It's amazing how Fidelity quietly bought another million plus on the quiet. Meanwhile, if any of us tried to buy that many, the price would go through the roof. Great to see Fidelity owning 10% of the float!