This column was originally published on RealMoney on June 11 at 3:25 p.m. EDT. It's being republished as a bonus for TheStreet.com 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
iPhones (lotta panic there), with
products and with
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.
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.
Jim Cramer is a director and co-founder of TheStreet.com. He contributes daily market commentary for TheStreet.com's sites and serves as an adviser to the company's CEO. Outside contributing columnists for TheStreet.com and RealMoney.com, including Cramer, may, from time to time, write about stocks in which they have a position. In such cases, appropriate disclosure is made. To see his personal portfolio and find out what trades Cramer will make before he makes them, sign up for
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