CROCS Inc. (CROX)

All Comments on CROX

  • commenter
    workedlate
    Sep 17 01:28 PM
    My Website
    When Life Hands You Lehman - Cramer's Stop Trading! (6/18/08) [view article]
    tbis......wake up ....single most resourceful guy out there for individual traders??????????lay off the Kool-aid dude......He hasn't been right on anything for about 14 months.......has no clue in bear market......if you have capital left go back to him about 6 months in to bull market......oh yeh...remember he called the bottom july 15 2008....oops he must have had gone for drinks with the other Tom Brown, who said don't be late and miss the financial rally ....ooops......wait for their excuses.....they will be classic just like cramers bears stearns tongue twister Reply
  • commenter
    Lockstep
    Investing
    Sep 11 05:20 PM
    My Website
    Crocs Crushes the Bottom Feeders [view article]
    I shorted CROX (puts) in Dec 2007 from $50 down to $29. I should have stuck with it. It was easy money.

    Daniel, we need an update on a stock with real potential, CIB!     Reply
  • commenter
    thomas728
    Sep 10 07:06 AM
    Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
    Hey guy........where is WaMu ? Every portfolio needs a solid
    financial.

    Mr. Nygren     Reply
  • commenter
    Konst
    Sep 09 01:13 AM
    My Website
    Don't Confuse the Stock with the Company, or the Market with the Economy [view article]
    them be some ugly ass shoes. their new styles that are more mainstream look better, though who knows if they will catch on with consumers? I think they are changing their image, probably unitentionally, to appeal to the elderly, medical and hospitality industry. I don't know if they are cognizant of the fact that this may be detrimental to the hipness (if any) of the brand. tricky business Reply
  • commenter
    marketneutra
    l
    Sep 06 10:48 AM
    My Website
    Hedge Fund Tracking: Blue Ridge Capital (John Griffin) [view article]
    Looking for a hedge fund job? The best way to get one is to contact them directly with your resume and cover letter. Now the hard part - finding a list of hedge funds. There are really no free lists, but there are some very cheap ones at www.hedgefundjoblist.c... Reply
  • commenter
    Daniel
    Jacome
    Sep 04 04:36 PM
    My Website
    Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
    can we dump this into a spreadsheet next time and rank them a bit. this is just another snow job: ) Reply
  • commenter
    JREB777
    Aug 28 10:54 PM
    Don't Confuse the Stock with the Company, or the Market with the Economy [view article]
    Many things in the article are right. But the only miss is that.. No! The market hasn't reached it's low. Every time we get this kind of economic event, it is always followed by a wash out sell of in WallStreet as it gets clensed from the regular investor.
    This hasn't happend yet. Unless this time is different, we havn't reached a bottom yet.
    Maybe it is getting ready and it will rally some 500 points to then drop 2000 one day and be below 10,000 as it should.
    Be carefull out there.
    Reply
  • commenter
    consumerguy
    Aug 27 05:41 PM
    Hedge Fund Tracking: Blue Ridge Capital (John Griffin) [view article]
    Keep in mind that many hedgies have "boxed" positions, meaning that reading the reported filings can send copycats in the wrong direction entirely. Take a position like BARE, NTRI or CROX. Most hedgies have been short these names - openly so in some cases. Just because Blue Ridge shows a long position in BARE doesn't mean it is net long. It could have an equal or larger short position in BARE. Sounds silly to many retail investors to be simultaneously long and short the same stock. Here's some reasons why to box a position: 1) show a long position; get better access to management, though you're really only researching a short. 2) getting stock borrow can be difficult for big short positions in heavily shorted names. Let's say you're short BARE and it plummets in value. You think it may rise again (to where you'd short it again) before going to even lower levels. You buy BARE long after the first decline while maintaining your short position (not "covering," but mathematically pretty similar, with the "carry" being the differentiator). When the stock rises again, you sell your long shares, effectively re-opening your short position. Back the old days of the Uptick Rule for shorting (only short sell on an uptick to avoid freefalls), this strategy also allowed hedgies to short by selling the long shares (no uptick rule) instead of struggling to short in a declining tape.
    I think the holdings still can give you a feel for what firms like Blue Ridge are involved in, but don't bet the filings are telling you in which direction they're betting.     Reply
  • commenter
    User 236735
    Aug 27 08:18 AM
    Don't Confuse the Stock with the Company, or the Market with the Economy [view article]
    "I look at a chart on my wall" ... dear, I haven't been to "business school" for many a year, but I thought this kind of reasoning and thinking had been dispelled of decades ago, you know, with William Sharpe and Harry Markowitz and the Capital Asset Pricing Model. For a more colloquial account, see Pery Mehrling's "Fischer Black and the Reveolutionary Idea of Finance." The dear boy in Cork, Ireland is living in never-never land if he thinks he can on a consistent basis outperform the market rate of return. The marekt rate of return is contingent on the economy, so I am not sure what the hell is going on with the question or the answer in this aritcle. It sould like gibberish to me. These days I am not sure who are the greater quacks: those that say they can beat the market, or those that say they can predict it. Look, you follow the mandates of CAPM, hold a diversified portfolio that rids you of alpha-risk, and take the return the market gives you. All else is the thinking of "Professors" much like the one in "Back To School" looking for a place to locate his classroom factory to which Rodney Dangerfield shouts out: "How about Fantasyland?" Reply
  • commenter
    The hand
    Aug 26 11:57 PM
    My Website
    Don't Confuse the Stock with the Company, or the Market with the Economy [view article]
    i also want to commend your article. i know that you must buy the stock and not the company. but coming from the operations side in a company, this has always seemed wrong to me. should we ponder how healthy this approach is to a companies long term competitiveness? Reply
  • commenter
    User 250263
    Aug 26 11:06 PM
    Don't Confuse the Stock with the Company, or the Market with the Economy [view article]
    crocs is dying
    it costs 1.5usd to buy a mimic of crocs in china
    and china is exporting hell of mimics to europe and usa
    as far as i know there's only limited patent protection on crocs's feature plastic footware and it can be easily jumped over by chinese low cost mfg rivals.     Reply
  • commenter
    Luvnrio
    Aug 26 07:41 PM
    Don't Confuse the Stock with the Company, or the Market with the Economy [view article]
    I'm relatively new at this with almost a year under my belt. My question is, "what constitutes a recession?". I believe we have all heard we are and we aren't in a recession. Seems to me everyone has their own reasoning. Could someone please shed some light on this issue. Are we, or are not it a recession.

    Thanks,     Reply
  • commenter
    Gumby
    Aug 26 07:02 PM
    Don't Confuse the Stock with the Company, or the Market with the Economy [view article]
    Maybe Michael Phelps will be the point guy for Crocs/Bite like Tigers Woods did for Nike... Reply
  • commenter
    Gumby
    Aug 26 07:01 PM
    Don't Confuse the Stock with the Company, or the Market with the Economy [view article]
    Nike was like Crocs back in the 1980's or 90's. Nike was cratered badly and rebounded. Crocs acquired Bite which use same croslite material but comes with much better designs. I ordered some Crocs before looking at Bite website. I returned the ugly Crocs and ordered some at Bite.com. Check it out!! Reply
  • commenter
    Whidbey
    Aug 26 06:43 PM
    Don't Confuse the Stock with the Company, or the Market with the Economy [view article]
    To your larger point, the economy has me concerned at present but according to ECRI we have been in a recession for a while (well before I sensed what their indicators say at present). The stock market is likely to reflect the downer for a time, then turn before the economy shows much life. They say 6 months before any significant movement in employment or output. Over the years that has been my experience. Apparently you do not share those views. or do you? Reply
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