johnyale

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Thu Mar 20th 12:01 PM | Rating: 0 0
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Crocs Appears Well Positioned, Stock Is Cheap - Baird

I spent the holidays in Asia. Absolutely every European tourist was wearing CROX. The shorts and the "fad"mongers are going to get spanked on this one... this is a real brand with staying power!
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Sun Mar 2nd 19:21 PM | Rating: 0 0
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Apple Buybacks: Still a Bad Idea

This commentator is a buffoon. He brushes off the precipitous stock price drop by saying that long-term holders are "generally happy with the long-term appreciation". Sorry... maybe three years doesn't qualify as long-term enough and maybe he's thrilled but losing 40% in three months does not make me happy regardless of overall appreciation. And momentum follows growth... a lack of a buyback has not kept momentum guys from piling in and out in the past year. You can't run your company and serve your "real" shareholders with that as a primary concern>
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Wed Feb 20th 00:22 AM | Rating: 0 0
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Crocs Inc. Q4 2007 Earnings Call Transcript

I read elsewhere that Crocs had a miserable report and got punished for it.

But I read this transcript carefully and its mindboggling that this stock was hit today. This is a strong report predicting 20%-30% annualized growth over the next three years, diversification away from the 'fad" product line, strong international sales. Yet PEG heads toward .50.... what am I missing?
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