oilsands

Crocs' Rocky Future - Barron's

Old trader: overall I agree with your concern, but what about those frozen dots the kids buy? Seems to thrive and have no competition. Definitely a one trick pony. There are Crox knock-offs, but no competition for the real thing.
Nyetnichevo: right on. thanks for another good comment.
Yes this is a spculative buy. There are hundreds of speculative buys out there. The very new managemnt of Crox is learning the hard way but probably will right the ship. The heavy bage of people who want to unload their shares will keep the price relatively low for some time. Long term Crox could thrive, especially with smart marketing in Asia.

Investment Lessons Learned from Crocs

Nyetnichevo's comment are correct. The possibility of them gaining traction abroad are quite real. Foriegn sales are growing.
Doctors are now recommending them for patients with a need to protect their feet. My daughter used them to finish a 60 mile hike (over a weekend) for an MS fund raising event. She developed blisters while using supposedly superior cross trainers, then switched to CROX and walked the next 33 miles with no problem.
Many, many companies have problems with rapid growth and expansion. This one will turn around.

Investment Lessons Learned from Crocs

The other day a friend mentioned CROX and said that their main problem was that the materials of the original were too good; they didn't wear out. Built in obsolescence, so much a part of American incdustry, might have helped them. Maybe it's not too late for that approach. Crox still has a solid customer base, the company just needs to be better at assessing its realities and adjusting to them.
Taking a profit before the institutional investors do is the key to this story.

Parsing Crocs' Income Statement

Jae, very good article.
Two things should be mentioned in this case, however. Overseas sales for Crocs have been up; the impact of the dollar versus foreign currency is important here - and very tough to guage in the careening world economy. Second, re the price, this is more than a fad shoe. Doctors are recommending it for people with various problems. My granddaughter was instructed to wear them when recovering from a broken ankle. My daughter wore expensive walking shoes for a 60 mile charity walk, got blisters halfway through, switched to her Crocs and finished in comfort.
Thanks for the article.

Most and Least Shorted Stocks in the Russell 1,000

Agree completely. Please continue providing thses lists. Brings some lucidity to the murky pool.