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• The Week Ahead: Crocs, banks and beer

  Posted Aug 01 2008, 08:00 PM by Andrew Horowitz
  Filed under: Crocs, Andrew Horowitz, Earnings, Molson Coors Brewing
  Rating:

  There is plenty of fun in store for this week. The markets have not been taking kindly to missed earnings these days, so why not get right down to some of the ideas you should be looking at as potential opportunities to make a few bucks.

  Monday, August 4
  
  If you are looking for a complete disaster, consider the fundamental and technical’s for Nam Tai Electronics. Earnings have been slowing considerably over the last several quarters and sporting a P/E ratio of 12 against an annual growth rate of -3% doesn’t provide much incentive to purchase shares. Add to that the fact that volume has been spiking on share declines and it is no wonder that the trend has been negative. Even though the technology sector has been somewhat stable throughout this recent market fiasco, there’s always an exception. Analysts are looking for $.17 per share of profit on $140 million of revenue.   Read More...

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• For Crocs, it's all about the ugly

  Posted Apr 18 2008, 01:05 PM by Robert Walberg
  Filed under: Retail, Crocs
  Rating:

  Hard to believe but there's actually something uglier than Crocs' shoes -- the performance of its stock.  This one-time fave of momentum traders has seen its share price plunge by 86% over the last six months alone.  The most recent bloodbath came earlier this week when the company guided sales and earnings estimates sharply lower.

  For investors the question is simple -- were Crocs merely a fad, or is the company and the brand merely experiencing some very nasty growing pains?  How you answer that question will determine if you think the freefall represents an interesting long-term growth opportunity, or if there's simply more room to short the stock on its way to fad junk heap along with Snapple, Krispy Kreme and Zubaz (no they aren't making a comeback!!).   Read More...

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