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Non-Tech : CROX - Crocs Inc. -- Ignore unavailable to you. Want to Upgrade?


To: Torah Wolfe who wrote (31)3/17/2008 10:02:57 AM
From: dbart  Read Replies (1) | Respond to of 57
 
I agree, everyone is questioning if it is a fad - especially with the large inventory build up. It depends if management is telling the truth or not. They are saying the large inventory build up was to have adequate inventory positioned around the world so they could minimize air shipments during the peak season (spring and summer). I don't think this stock will really move until management proves this by showing it in earnings. I think we will see the stock really move when the following things occur:

- more insiders start buying in a couple of weeks when the 6 month waiting period is over.
- large investors will begin to take notice of this and start buying again.
- shorts will start to cover.
- 1st quarter earning come out. I don't expect much from the earnings, but what will really be important is 2nd quarter outlook from management.

If these things happen, and I think they will, we will see this stock really move.