PRGN
I have a relatively large position in this shipper, but am somewhat worried about it in light of Cramer's interview with the DSX ceo. That whole sector could be in jeopardy. If I was to sell at the closing price Friday, I'd be taking a small loss. I'm not sure what to expect, but that is my big one for tomorrow and it very well might be a loser.
I'd consider playing CROX again but just with a small position. I'm not real comfortable holding it for fundamental reasons. I don't know if those ugly shoes are a fad or will they be around for a while. It doesn't appear that there is a big barrier to entry in that niche if they really are going to be around. Still, there is another day, I believe, before it stabilizes.
Cash seems like a very nice thing to have now, especially if you have it in something other than US dollars.
