Jon Quast

I think we see communication issues and lack of clarity in many regards, in crypto, regarding tariffs, all these things.

Companies are having a hard time knowing how to plan because of the lack of regulatory clarity.

For my radar stock today, I'm going with Crocs, ticker CROX.

My teenagers and their friends don't call these shoes, by the way.

They were playing a game recently, and everyone who was wearing shoes had to change chairs, and a couple of the kids didn't get up.

I said, why didn't you get up?

They said, we're not wearing shoes, we're wearing Crocs.

Listen, there are cheap stocks where the business is dying.

I would say, stay away from those.

There are also cheap stocks where the business is fine.

That's what I see Crocs in that category.

Crocs is up about 20% today after reporting its financial results for 2025.

Its sales are basically flat.

I would love to see growth here, but at least we're not seeing big losses.

Sales are basically flat.

It generated over $700 million in operating cash flow.

That allowed it to repay about $100 million in debt for the year.

It reduced its share count by about 10% by buying back shares.

In 2026, it expects basically flat sales again, roughly the same profitability.

Again, I would love to see growth, but it's holding steady here.