> Now CROX is doing it again as it powers through level after level
> without much in the way of new news.  Short covering, sure, but I
> doubt that accounts for all of the move.  Some momo players, of
> course.  Personally I think some investors just decided that a brand
> with a global presence is worth something.  Love them or hate them
> virtually the entire world is aware of the Crocs brand.  There is also
> a core constituency of buyers who will continue to buy new pairs of
> Crocs because they use them on the job.

> If you bought at 70 then this is obviously still a very broken stock.
> but the company itself has shown that it has staying power.  I think
> some people thought it was going to go back down to 20 mil in sales
> and then go away completely.  It hasn't turned out that way and if you
> were paying attention you'd know that was very unlikely.  The core
> audience for Crocs is showing just how strong they are as Summer sales
> held up despite a severe worldwide recession/depression (particularly
> for discretionary consumer items).  That shows a company that is doing
> a lot of things right.

> I think the near term fair value is about 8$ a share.  Sadly that is
> WAY below what my cost basis (by about 1/2) is but I think that number
> can go up very quickly if the world economy turns toward growth
> again.  I'm probably a buyer on the next dip after the large loss
> coming in the next 10Q.

> On Sep 14, 12:59 pm, Mike <mike...@gmail.com> wrote:

> > I'm sure some of us remember the run up to 70.  Seems like every day
> > was a new 52 week high.

> > Now CROX is doing it again as it powers through level after level
> > without much in the way of new news.  Short covering, sure, but I
> > doubt that accounts for all of the move.  Some momo players, of
> > course.  Personally I think some investors just decided that a brand
> > with a global presence is worth something.  Love them or hate them
> > virtually the entire world is aware of the Crocs brand.  There is also
> > a core constituency of buyers who will continue to buy new pairs of
> > Crocs because they use them on the job.

> > If you bought at 70 then this is obviously still a very broken stock.
> > but the company itself has shown that it has staying power.  I think
> > some people thought it was going to go back down to 20 mil in sales
> > and then go away completely.  It hasn't turned out that way and if you
> > were paying attention you'd know that was very unlikely.  The core
> > audience for Crocs is showing just how strong they are as Summer sales
> > held up despite a severe worldwide recession/depression (particularly
> > for discretionary consumer items).  That shows a company that is doing
> > a lot of things right.

> > I think the near term fair value is about 8$ a share.  Sadly that is
> > WAY below what my cost basis (by about 1/2) is but I think that number
> > can go up very quickly if the world economy turns toward growth
> > again.  I'm probably a buyer on the next dip after the large loss
> > coming in the next 10Q.

> Now CROX is doing it again as it powers through level after level
> without much in the way of new news.  Short covering, sure, but I
> doubt that accounts for all of the move.  Some momo players, of
> course.  Personally I think some investors just decided that a brand
> with a global presence is worth something.  Love them or hate them
> virtually the entire world is aware of the Crocs brand.  There is also
> a core constituency of buyers who will continue to buy new pairs of
> Crocs because they use them on the job.

> If you bought at 70 then this is obviously still a very broken stock.
> but the company itself has shown that it has staying power.  I think
> some people thought it was going to go back down to 20 mil in sales
> and then go away completely.  It hasn't turned out that way and if you
> were paying attention you'd know that was very unlikely.  The core
> audience for Crocs is showing just how strong they are as Summer sales
> held up despite a severe worldwide recession/depression (particularly
> for discretionary consumer items).  That shows a company that is doing
> a lot of things right.

> I think the near term fair value is about 8$ a share.  Sadly that is
> WAY below what my cost basis (by about 1/2) is but I think that number
> can go up very quickly if the world economy turns toward growth
> again.  I'm probably a buyer on the next dip after the large loss
> coming in the next 10Q.

> Now CROX is doing it again as it powers through level after level
> without much in the way of new news.  Short covering, sure, but I
> doubt that accounts for all of the move.  Some momo players, of
> course.  Personally I think some investors just decided that a brand
> with a global presence is worth something.  Love them or hate them
> virtually the entire world is aware of the Crocs brand.  There is also
> a core constituency of buyers who will continue to buy new pairs of
> Crocs because they use them on the job.

> If you bought at 70 then this is obviously still a very broken stock.
> but the company itself has shown that it has staying power.  I think
> some people thought it was going to go back down to 20 mil in sales
> and then go away completely.  It hasn't turned out that way and if you
> were paying attention you'd know that was very unlikely.  The core
> audience for Crocs is showing just how strong they are as Summer sales
> held up despite a severe worldwide recession/depression (particularly
> for discretionary consumer items).  That shows a company that is doing
> a lot of things right.

> I think the near term fair value is about 8$ a share.  Sadly that is
> WAY below what my cost basis (by about 1/2) is but I think that number
> can go up very quickly if the world economy turns toward growth
> again.  I'm probably a buyer on the next dip after the large loss
> coming in the next 10Q.

> On Sep 14, 10:59 am, Mike <mike...@gmail.com> wrote:

> > I'm sure some of us remember the run up to 70.  Seems like every day
> > was a new 52 week high.

> > Now CROX is doing it again as it powers through level after level
> > without much in the way of new news.  Short covering, sure, but I
> > doubt that accounts for all of the move.  Some momo players, of
> > course.  Personally I think some investors just decided that a brand
> > with a global presence is worth something.  Love them or hate them
> > virtually the entire world is aware of the Crocs brand.  There is also
> > a core constituency of buyers who will continue to buy new pairs of
> > Crocs because they use them on the job.

> > If you bought at 70 then this is obviously still a very broken stock.
> > but the company itself has shown that it has staying power.  I think
> > some people thought it was going to go back down to 20 mil in sales
> > and then go away completely.  It hasn't turned out that way and if you
> > were paying attention you'd know that was very unlikely.  The core
> > audience for Crocs is showing just how strong they are as Summer sales
> > held up despite a severe worldwide recession/depression (particularly
> > for discretionary consumer items).  That shows a company that is doing
> > a lot of things right.

> > I think the near term fair value is about 8$ a share.  Sadly that is
> > WAY below what my cost basis (by about 1/2) is but I think that number
> > can go up very quickly if the world economy turns toward growth
> > again.  I'm probably a buyer on the next dip after the large loss
> > coming in the next 10Q.- Hide quoted text -

> - Show quoted text -

> On Sep 21, 1:20 pm, Parlee <flo...@gmail.com> wrote:

> > Clearly this is/was a broken company, but the Snyder team is out and
> > this stock now has a chance. Clearly, they are cutting fat and
> > starting to get the inventory thing straightened out which was the
> > failing of the last management team. Wouldn't be surprised by a very
> > positive quarter. People are still buying Crox and its not going away,
> > this stock is worth the risk. You're right building a worldwide brand
> > is a big part of the battle, you just don't throw that away, although
> > the last management team tried their best. I say, watch for $15 a
> > share.

> > On Sep 14, 10:59 am, Mike <mike...@gmail.com> wrote:

> > > I'm sure some of us remember the run up to 70.  Seems like every day
> > > was a new 52 week high.

> > > Now CROX is doing it again as it powers through level after level
> > > without much in the way of new news.  Short covering, sure, but I
> > > doubt that accounts for all of the move.  Some momo players, of
> > > course.  Personally I think some investors just decided that a brand
> > > with a global presence is worth something.  Love them or hate them
> > > virtually the entire world is aware of the Crocs brand.  There is also
> > > a core constituency of buyers who will continue to buy new pairs of
> > > Crocs because they use them on the job.

> > > If you bought at 70 then this is obviously still a very broken stock.
> > > but the company itself has shown that it has staying power.  I think
> > > some people thought it was going to go back down to 20 mil in sales
> > > and then go away completely.  It hasn't turned out that way and if you
> > > were paying attention you'd know that was very unlikely.  The core
> > > audience for Crocs is showing just how strong they are as Summer sales
> > > held up despite a severe worldwide recession/depression (particularly
> > > for discretionary consumer items).  That shows a company that is doing
> > > a lot of things right.

> > > I think the near term fair value is about 8$ a share.  Sadly that is
> > > WAY below what my cost basis (by about 1/2) is but I think that number
> > > can go up very quickly if the world economy turns toward growth
> > > again.  I'm probably a buyer on the next dip after the large loss
> > > coming in the next 10Q.- Hide quoted text -

> > - Show quoted text -