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Dan Jacome » Comments » ANAT

  • Short Interest at Record Levels [View article]
    We did it again:

    March 30th we said:

    "1) CROX is dead: someone out there knows something, otherwise the stock wouldn't be trading at such a low PEG ratio; also don't expect a pop unless sales pick up drastically and as we all know, they are DECELERATING....."

    Today -- CROX - 30% in after hrs on nasty guidance, we expected nothing less from arguably the creepiest management in the footwear space
    Apr 14 17:47 pm |Rating: 0 0 |Link to Comment
  • Short Interest at Record Levels [View article]
    1) CROX is dead: someone out there knows something, otherwise the stock wouldn't be trading at such a low PEG ratio; also don't expect a pop unless sales pick up drastically and as we all know, they are DECELERATING.

    2) The other point is that when pessimism is this high, it tends to demarcate a bottoming in the markets; consumer confidence is at a 5Y low, and hopefully you guys can pull up some data from past CC levels and point out what the markets did afterward......
    Mar 30 13:02 pm |Rating: 0 0 |Link to Comment
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