CROX

i still have friday's close scotch-taped over my screen, so i have no idea what happened today. . .

actually, yeah, not a great day, but not so bad either. doubled down on CROX when it hit $40 -Jan 45s at like $2.3 -whaaaat? liked it a lot at 50, love it at 40.

if it stays below 45, i will likely make it my biggest position before i take off for India next week. yes, that's right, bigger than AAPL in which I may go further out and higher w/ options.

i figure 1 of 3 things will happen w/ CROX by Jan 08':

1) unlikely -there will be some accounting scandal and i will be blown out: stock -20.

2) more likely -this will be the most obvious long in the history of plastic shoes: stock +40

3) most likely -none of the above and i will be in India chanting

all you need is love, love is all you need.

-yt