SAP

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    • Crocs Appears Well Positioned, Stock Is Cheap - Baird [view article]
      "Yeah dude, but tell me how much the St will pay for that 15% - you are assuming an inline to above line multiple story, may not be."

      Company is calling for 20-30% growth over the next three years. 15% growth would be worth far more than the street is currently paying. As a long term investor I would be willing to wait for the street to come to its senses. It seems to me the only risk here is, is CROX a one trick pony? I think they answered that with the remarkable success of their Mammoth product. They predicted selling 100,000 units and I think they sold more than 1 Million units. Further, the street seems to be dismissing the success of their international market (50% of sales).

      ROE 37.10%
      ROA 24.2%
      ROIC 36.80
      Gross Margin 60.3%
      Operating Margin 28.4%
      Profit Margin 19.9%
      No debt
      P/E 9.5

      I'll take that kind of low risk high reward investment any day!
       Mar 24 07:49 PM
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