Tuesday, November 06, 2007
Sector Spotlight: Energy
In case you're wondering, I have VMI next to MVIS on my monitor, which may explain the sudden gayness in the stocks behavior. However, I just moved the fucker and put it next to RIMM.
Higher prices here we come.
How about that gold rally?
Exactly. Fuck you and your stupid gold stocks.
Within a real commodity sector, oil, stocks are flying. Right here, right now, I like SU, GHM, GLF, UPL and OII.
Also, seeing the metal stocks green, I'm betting VMI will give me 3-4 bucks to the upside, by the closing bell.
Finally, we have a rally going in the financials, specifically ABK, JPM, BSC and GS. My guess, should C go positive, we'll have us a full fledged short covering rally-- to the tune of 1.5%.
NOTE: CROX has to be cheap, no?
Do you have any info on power levels and cost of green lasers for PicoP? Do you know if they are within required levels?
Hey are you for real about leaving?
Don't do it man this is a funny blog.
You compared XFML with SWC last night. So you JINXed XFML. You should have sold all your XFML and loaded SWC yesterday.
Don't you see where the PGM metal prices are today?
A bloody loss for XFML today. What can you expect?
VMI crushes and gets crushed. cheap companies raise guidance and show 60% growth and go nowhere. companies at 200/1 PEs surge higher daily.
it actually may be time for Costanza trading.
I bought BOOM last year on 10/23/06 at an average cost of 30.989.
Now that I have LT cap gains, I'm thinking about getting all out on potential "good" news, especially after a recent downgrade in the stock by Broadpoint.
How would you talk me out of selling?
(Odd question, no?)
1) company doubled capacity. this provides DOUBLE the top line opportunity. they are just now actualizing this capacity.
2) supply chain loosening. company has crushed earns in a tight environment, wait till it benefits from supply + capacity
3) strategic use of cash. accretive acquisitions on the horizon.
4) short squeeze JUST beginning. fracking 9M short, with less than 1M in float.
5) weak dollar helps exports.
6) amk division just ramping up GE turbines and Boeing projects
7) i could go on, but i am bored with myself.
They have over 40 models of shoes and with their international distribution, can now sell all styles in over 27,000 doors.
Heelys had one shoe. Crocs has a golf shoe coming out in the spring along with new models from their Ocean Minded acquisition. Plus apparel plus whatever else they decide to make with their croslite material. You can put that shit on anything so look for them to expand into baby products, camping products, furniture products, etc.
the shoes suck. you can strap leather to them, velvet, holes or no holes...it is a one trick pony.
crox to 28. and i will eat a crox if it doesnt.
look at the crocs website... they claim to have all these different shoes, but it is the same shoe over and over with a slight and crappy variation
130% sales growth from a year ago...yeah that really sucks too.
People like you have been saying the same thing for like 3 years now. Knockoffs, OMG run for the hills.
Mean while crocs just keeps selling those shoes. Over $800M worth and they haven't even started in China or India yet.
Try youbycrocs.com that's not a $30 plastic shoe.
All you do is make fun of the shoes and colors. Meanwhile Dicks Sporting Goods can't make a store within a store fast enough to sell the things. Go listen to their conference call in August; all they talked about was Crocs.
You can't argue with numbers; all you can do is poke fun which is fine. Immature but that's fine. I remember Michael Dell making fun of Apple and saying they should just close up shop and give the cash to the shareholders. Whose laughing now?
a year from now, people are going to be saying "I can't believe i wore those ugly sumbitches."
And I wasn't comparing Crocs to Apple idiot. You sure can't comprehend english. I was comparing idiots who just like to poke fun at companies because they think they know everything.
Again, you can't argue with the numbers so you throw a red herring out and see if anybody bites.
ask your product mgmt team to stick an iPod in one...you, know so your feet can listen to tunes while being suffocated in a "croslite coffin" of hellish sweat and toe jam....
your biggest competitive threat is the flip flop. i would say low barriers to entry.
i am starting a flip flop applications development company. we are stapling flip flops to everything to make them "ready for summer" and other "inventions." It will be a hit. I only have to sell 1 to be up 100% in sales, and wait till india gets in on it. They have babies there with 8 legs and shit, thanks to Jake Gint's MON.
that being said, i can still be proven wrong easily. And i'm not gonna short the thing.
They are subject to having those margins eroded by competition, post haste.
The question is not "if" but "how fast?"
What are Crocs barriers to entry, apart from brand?
Don't fall in love w. a stock.
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