fwiw, at THESE (post earning ) prices, it is actually kind of compelling in regards to its fundies. i feel the same way here as i did about MCD's under 50 and SWHC under 4.75.
i am NOT saying Crox is MCD's (lord forbid) but lets remember this is not a momo tech stock. it has pretty solid earnings, and its product is starting to become ubiquitous. really it comes down to management. can they promote brand loyalty, so that people keep buying crox and not cheap knockoffs.
i was lucky enough to have friends who work in hospitals. this got me in crox @ the IPO which has been nice to me. obviously, i sold tons (i am a sell strength kind of guy), but at these prices it is compelling for an IRA.
otoh, if you think it's another snapple (flavor of the month so to speak) you want to stay away.
Crocs is similar to UA in this regards. it's all about brand loyalty, and their ability to improve/incrementally change their product line WITHOUT diluting their appeal.
