Rare Marketsurfer Stock Pick--SHORT

Quote from Babak:

not much difference between it and CROX, both faddish with one product and no moat to protect the business should it turn out to not be a fad (highly improbable)

I have no position in this stock, but I have to disagree with this statement.

Heelys has one basic fad product.

Crox is known for their plastic shoes but they are expanding their footwear line to hit the adult market.

They also have sports equipment lines (Fury).

I think someting they are lacking right now is a big name athlete or celebrity backing.

If they can penetrate golf or any other sport and/or get more athletes and celebs to wear the product then they have a chance. If not they'll be dead in a few years.
 
what a pick.... all this stock has done so far is to be a leveraged play on the spx or yen carry, you had no catalyst or reason to believe bad data is likely to come soon, the insider sales are troubling but the market can remain irrational longer than I can remain solvent. next time just short the dow with little money down and the results will be the same. in fact you could make profits on this but still for the wrong reasons
 
nothing has changed in the analysis--sure im expecting lots of volatility, big deal. this is a dog, and its going down expecting < 20. stay tuned.

surf
 
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