This column was originally published on RealMoney on June 11 at 3:25 p.m. EDT. It's being republished as a bonus for readers. For more information about subscribing to RealMoney, please click here.

When a product can't be stocked, the stock of its maker goes up. Right now there are stocking problems with

Research In Motion

( RIMM) products, with


(AAPL) - Get Report

iPhones (lotta panic there), with


(GRMN) - Get Report

products and with


(CROX) - Get Report


The most severe, blow-the-doors-out shortage is with Crocs.

Plus we still don't have enough analysts on the stock. Given its multi-billion market cap -- $3.8 billion at last count -- it sure seems mighty undercovered to me. There are only two New York-based firms following the stock, and one has a hold on it. We get a couple more buy ratings, though, and that might trump the company's pipeline not being filled yet.

How important is the inventory issue to the stock? Reebok went up tenfold before the stores had too much inventory.


So it can happen to Crocs.

It's getting there for certain, but isn't there yet.

Either the pipe being filled or the additional recommendations could turn this stock down. Until we have those, though, stay the course.

Random musings:

While you're thinking mall stocks, click on over to Stockpickr's

Mall Rat picks for June.

At the time of publication, Cramer had no positions in any of the stocks mentioned in this post.

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