Comments on: Crocs Inc. (CROX) – New Majority Shareholder http://zachstocks.com/2007/12/crocs-inc-crox-new-majority-shareholder/ Dynamic Investments for Exceptional Traders Tue, 31 Jan 2012 01:21:02 -0700 http://wordpress.org/?v=2.8.6 hourly 1 By: Zach http://zachstocks.com/2007/12/crocs-inc-crox-new-majority-shareholder/comment-page-1/#comment-3859 Zach Mon, 24 Dec 2007 13:48:46 +0000 http://zachstocks.com/2007/12/crocs-inc-crox-new-majority-shareholder/#comment-3859 Mark, You're probably right about the fundamentals not turning until Q1. However, I wouldnt' be suprised if the market (as a forward discounting machine) didn't begin pricing in that turn before hand. Merry Christmas! ZDS Mark,

You’re probably right about the fundamentals not turning until Q1. However, I wouldnt’ be suprised if the market (as a forward discounting machine) didn’t begin pricing in that turn before hand.

Merry Christmas!
ZDS

]]> By: TraderMark http://zachstocks.com/2007/12/crocs-inc-crox-new-majority-shareholder/comment-page-1/#comment-3856 TraderMark Mon, 24 Dec 2007 02:09:44 +0000 http://zachstocks.com/2007/12/crocs-inc-crox-new-majority-shareholder/#comment-3856 On your last paragraph - Let's hope so. Still a bit worried about inventories but if not this quarter (due to seasonality) I think the following quarter should be a Crocs quarter. Have a good Christmas On your last paragraph – Let’s hope so. Still a bit worried about inventories but if not this quarter (due to seasonality) I think the following quarter should be a Crocs quarter.

Have a good Christmas

]]> By: Boris http://zachstocks.com/2007/12/crocs-inc-crox-new-majority-shareholder/comment-page-1/#comment-3849 Boris Fri, 21 Dec 2007 22:55:58 +0000 http://zachstocks.com/2007/12/crocs-inc-crox-new-majority-shareholder/#comment-3849 hey, just a thought, i wouldnt totally rely on earnings estimates that make CROX look cheap. take in consideration the price to sales ratio which is very rich. in other words sales per share is below $10 and if gross margins ever get pinched, and its quite possible, then the eps power would be quite inflated and overstated. Normal industry margins on the current sales block of $8+ per share might only yield about $1 in eps. hey, just a thought, i wouldnt totally rely on earnings estimates that make CROX look cheap. take in consideration the price to sales ratio which is very rich. in other words sales per share is below $10 and if gross margins ever get pinched, and its quite possible, then the eps power would be quite inflated and overstated. Normal industry margins on the current sales block of $8+ per share might only yield about $1 in eps.

]]> By: Zach http://zachstocks.com/2007/12/crocs-inc-crox-new-majority-shareholder/comment-page-1/#comment-3695 Zach Wed, 19 Dec 2007 02:27:07 +0000 http://zachstocks.com/2007/12/crocs-inc-crox-new-majority-shareholder/#comment-3695 Boris, Sorry to hear about the loss - these momentum names can really get volatile. I think your aversion to going back to the name is typical and is why this new value driven investor base will be the majority holders. Boris,

Sorry to hear about the loss – these momentum names can really get volatile. I think your aversion to going back to the name is typical and is why this new value driven investor base will be the majority holders.

]]> By: Boris http://zachstocks.com/2007/12/crocs-inc-crox-new-majority-shareholder/comment-page-1/#comment-3694 Boris Wed, 19 Dec 2007 00:27:47 +0000 http://zachstocks.com/2007/12/crocs-inc-crox-new-majority-shareholder/#comment-3694 Zach, this one is tricky bitch but i think your on to something. i overconfidently overloaded on the way down in 48s and had to unload in the 42s for massive NAV destruction. now i cant go back to that long. Zach, this one is tricky bitch but i think your on to something. i overconfidently overloaded on the way down in 48s and had to unload in the 42s for massive NAV destruction. now i cant go back to that long.

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