http://zachstocks.com/2007/12/the-disciplined-investor-a-book-review/ Dynamic Investments for Exceptional Traders Tue, 31 Jan 2012 01:21:02 -0700 http://wordpress.org/?v=2.8.6 hourly 1 http://zachstocks.com/2007/12/the-disciplined-investor-a-book-review/comment-page-1/#comment-20957 a3444824 Thu, 03 Nov 2011 00:40:41 +0000 http://zachstocks.com/2007/12/the-disciplined-investor-a-book-review/#comment-20957 I've said that least 3444824 times. The problem this like that is they are just too compilcated for the average bird, if you know what I mean I’ve said that least 3444824 times. The problem this like that is they are just too compilcated for the average bird, if you know what I mean

]]> http://zachstocks.com/2007/12/the-disciplined-investor-a-book-review/comment-page-1/#comment-3974 Borisb Sat, 29 Dec 2007 23:13:49 +0000 http://zachstocks.com/2007/12/the-disciplined-investor-a-book-review/#comment-3974 my concern for CROCS longs is that the sales per share is very small, an unfavorable metric. if the gross profits % fall back to industry norms then the eps would trend towards $1. back in 2003, the company was Candian and named *FOAM CREATIONS* and the shoes retailed for $13 Canadian. expanding into other poorer economies might pressure the mark up while competition would cause the company to cut prices to defend its market leading position. maybe they will be able to defend their position and gross profit markup but there is probably some uncertainty. i just dont buy into some "piece of cake" valuation concept that says its going to earn $3 in eps and is worth > $60 a share. no position. my concern for CROCS longs is that the sales per share is very small, an unfavorable metric. if the gross profits % fall back to industry norms then the eps would trend towards $1. back in 2003, the company was Candian and named *FOAM CREATIONS* and the shoes retailed for $13 Canadian. expanding into other poorer economies might pressure the mark up while competition would cause the company to cut prices to defend its market leading position. maybe they will be able to defend their position and gross profit markup but there is probably some uncertainty. i just dont buy into some “piece of cake” valuation concept that says its going to earn $3 in eps and is worth > $60 a share. no position.

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