Replies to post #140502 on Naz News, Gappers and FLE''s

[jwalk]

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.

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twelve, I viewed the Cramer bash as fodder for longs. Imagine all the shorts piling into CROX that morning -- well I did. So I did some buying and caught a frightful squeeze;)

Having shorted too many stocks in the 90's I've some sense of what shorts will do and how they will scramble, and what happens when they do. I used to admire the longs for taking the ride and it sure is fun. And it was esp sweet because I got long earnings night and lost some money when the bounces never materialized.

What a stock.