Fedman

Crocs: Forget the Cheese

I appreciate what you are saying, but does this mean that I should sell AAPL because it fell right after it's last earnings, which beat expectations but had lower guidance?

If CROX had good management, who could control costs and inventory and didn't hold misleading analyst conferences before announcing a huge miss, I would be will to ride the ups and downs. But since there is a fundamental competancy issue here, I will not hold CROX. However, I will hold Apple as their management continues to over deliver and under promise.