Small-Cap Spotlight: Should You Keep Wearing Crox?

In this week's Small-Cap Spotlight, Frank Curzio and Larsen Kusick revisit Crocs(CROX Quote), which is up more than 60% since they first covered it on May 31. In light of the big rally, should investors be taking their profits and moving on, or is there further room for upside?

Kusick: Great Companies Always Have Upside

When Frank and I started this weekly feature a few months back, we figured there would be a lot of instances in which we would highlight a stock that both of us liked. (As it turns out, it's a lot more fun for both of us when we cover stocks we disagree on.)

Crocs was a perfect example of a company that was knocking the cover off the ball and had a stock that had room to run as the story played out. I'd been singing the praises of the company since late in 2006, and even Frank's sensitivity to insider selling wasn't enough for him to deny that this was a great play for investors.

But after five months and another 60%, what do we do with this name? Declare victory and move on? We all know the Cramer adage, "Bulls make money, bears make money, pigs get slaughtered," so if you bought Crocs earlier this year and are sitting on a nice gain, then, yes, please, take some off the table. But that would be an exercise in proper investment management rather than any knock on the stock. The Crocs story is as strong today as it was five months ago.