Comments on: update 9/26

By: borisb

borisb — Fri, 28 Sep 2007 15:24:11 +0000

8pm CNBC Fast Money summaries are posted at the street.com, article search key word fast money. this week they were talking about crox, ua, nke, financials, ice, and more.

By: borisb

borisb — Fri, 28 Sep 2007 13:25:38 +0000

zach, cmg “a” reached my meditional objective of 120-ish and today is a downgrade by super bull Citigroup. i suggest trim at prices near 120 even with new downslope chart factor.

By: borisb

borisb — Thu, 27 Sep 2007 13:29:56 +0000

caution. i sold crox for average of 63.80+ for tuesday, hopeing to buy my block back on some type of pullback. the stoxx had 2 big up days and with that 3 unique 900 basis point swings up. i hope for 62 to cobble together a $2 dividend.

By: borisb

borisb — Thu, 27 Sep 2007 13:13:37 +0000

in 2007 CROCS is estimated to sell 47 million pairs, while next is round about 69 million pairs. how many cellphones annually? 1 billion? for CROCS the sky is the limit.

By: Zach

Zach — Wed, 26 Sep 2007 20:41:19 +0000

I took a closer look at CROX today and realized how much the consensus numbers have risen. While its trading at 45 times current earnings, it looks very reasonable if the consensus for 2008 of $2.52 is correct. Amazing for a stock that as trippled since the beginning of the year.

By: borisb

borisb — Wed, 26 Sep 2007 20:36:18 +0000

under armour comment… doubt its going to fall apart cause the group…. ua, crox, nke, dks, and lulu are collectively upticking with investor interest. but i am afraid valuation is stretched. of the 5 i prefer lowest PE/PEG crocs.