...After a while crocodile

CROX is taking a nose dive tonight after reporting its 3Q earnings. Chompers missed the mark on a few earnings and revenue expectations, shouldn't be that huge of a deal to warrant a 23% plunge. Or does it? Could these latest earnings report be a glance into the future of a huge FAD? Do the big money managers who sold this off tonight see the writing on the wall? I say yes.

Lets look at what crocs actually is and not what the numbers say it is. I know I know that's a hard thing to do for number lovers. Crocs makes a great (yes I said it) rubber shoes with holes all over them. Unfortunately it's only a great shoe when it's not snowing and freezing cold, and it's no longer cool to be wearing them. Crocs has two huge hurdles ahead of them in the upcoming months. 1) Mother nature, Crocs will still sell in Hawaii but not in the other 40-45 other states where wearing clogs with vents all over them makes for frozen toes. 2) Crocs is a fad, it's the reason it put up huge numbers and it's the reason that it's going to take big dives. Once something becomes a big fad everyone wants them. However as we all know the nature of a fad is for it to spike quickly and die off equally as fast. Sure Crocs will still be big with nurses and chefs but come june there will be a new boss in footwear town.

Crystal ball says look for more bad news next quarter.

Last chance to get LDK under 40?

LDK is one of the major solar wafer manufacturers in the world. The unfortunate thing is they are in china. Investors are freaked out about china right now so its no surprise that when their former staff member Charley Situ raised allegations about inventory the stock fell faster than one of britneys dropped children.

I could write a novel on what has been going on with this stock in the last few weeks, but there is already so much out there that I wont. I will just say that if the findings turn out to be not much of a inventory discrepancy or none at all this stock will rocket back to where it was before Shitsu spewed his bullshit. If however the findings turn out that there is a huge discrepancy in inventory it wont be very pretty.

Clients clearly don't think there is much of a flaw if any in the inventory because since shit hit the fan LDK has signed agreements to supply wafers to Mosel Vitelic, Solartech Energy, Chinalight Solar, Solarfun Power and
Canadian Solar. Taken together, the five agreements are valued at around $1.35 billion. Thats a lot of business for a wounded horse to be doing.

My Guess is slight discrepancy but not enough to further damage the stock.

Another LONG one here.

No not like the Native Americans...

Pulling the trigger on CREE (maybe not the greatest intro with a Native American pun title..)

What is better than GREEN lighting? CHEAP GREEN lighting. LED is the future of lighting, forget what you keep hearing about Compact Fluorescen. It's cheaper, last longer, mercury free, and is starting to get very bright. With Australia and Canada's Incandescent lighting ban (Will be in full effect in 2012) there will be a lot more than CFLs lighting homes. New homes will be built with LED lighting built in.

Bigger than the home market is the Industrial use of LED's. And Cree is certainly the top dog and is barking loud right now:

- LED City Raleigh, N.C. wants to become the first city run by LED's.




- They make bad ass streetlights Cree is providing 1000+ streetlights for Ann Arbor M.I.



- Cree Is going to light up the china olympics 440,000 Cree XLamp LEDs will be used in the "Water Cube".




Cree is the efficacy Master They make the brightest LEDs around.

Cree has got lots going for it right now and it is nicely off its 52 week high. I am going long on this one and adding on the dips.

Missed the boat the first time around.

These are some stocks that I missed the boat on in the last few months and are now back down to what I think are in the buy category.

Level 3 Communications, Inc. (LVLT)


Not the best run company, and doesn't do the greatest job of turning a profit but it's got enough fiber laid to be a major competitor in the market. Bandwidth is in huge demand and will only continue to be strong with the advances with the internet and video streaming. This stock is not done going down yet I would look for $2.75-$2.80 to pull the trigger.


SanDisk Corporation (SNDK)

This company is down to what it was worth at the end of May when I looked at it. Everything now days uses removable storage, and I see SanDisk as the leader of the pack. SanDisk also just announced it latest gadget to compete with Apple's "Apple TV" (coincidentally it does not support macintosh computers. Surprise surprise.)

From PC Magazine...

"On Monday, SanDisk unveiled the Sansa TakeTV, an inexpensive way to take prerecorded videos from a PC and play them back on a television.

The box comes in two formats: the first, with 4 Gbytes of local storage, costs $100. The second, which increases the storage size to $8 Gbytes, costs $150. By comparison, the Apple TV is priced at $300, and the Xbox 360 -- the only Media Extender for Windows Vista -- costs $349.99.

The TakeTV works by connecting up to a user's PC via a USB cable. The user then walks the device or the memory card to the dock on top of the television, and plays the content back using an attached remote. "

Basically what it does is lets you take videos like this and play them on your TV in a easy plug and play fashion.


I am LONG on SNDK


Lululemon (LULU)



Sometimes also called magic ass pants (you can see why) this company has goodness written all over it. Bonus #1 its canadian, with such a strong canadian dollar and weak american thats a no brainer. #2 it has crazy brand loyalty. It had a big run up last week and has dipped down over 5 points since then, it may travel a bit farther south but I think LONG it will work out very well.

P/E with a dash of TnA

This blog was started out of sheer boredom and desire to share some ramblings, links and humorous content. It will probably be safe to say that this place wont be safe for work. Which is a little ironic since one of the topics I will be discussing is investing.