Seeking Alpha

Rabish

 
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  • Rabish
    Closed long positions in $COH, $GES, $BBBY and $RALY (the small tech company from the last post). Went long $HFC, $ANF.
    Tue, 2:16 AM
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      • Rabish
        Long on $COH, $BBBY, $GES, $AAPL & $ORCL. Building a position on a small tech company. Will disclose once done. All looked very attractive.
        10/22/14
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          • Rabish
            $ISRG: Long. Very attractive at these levels for long term investors. Virtually no competition, extremely high barriers of entry, high ROIC.
            4/23/14
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              • Rabish
                $TRLG: Acquired for $32, right in the middle of my Private party valuation.
                5/10/13
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                  • Rabish
                    TRLG: Board decides to terminate CEO.
                    3/1/13
                    Reply (1)
                    • Bob de'Long: $TRLG Seems to be several new ex-CEOs. Still too few.
                      3/1/13
                      • Rabish
                        Looks like EZPW is gaining traction and our SA EZPW expert, Alan Brochstein is into it again. We never got out despite the turbulent 2011.
                        1/3/13
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                          • Rabish
                            BBBY seems undervalued at 55-56. Will try to raise funds to start a position. They should start a dividend to get wider support.
                            1/3/13
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                              • Rabish
                                TEVA looks very good here if you have 3-5 years time horizon.
                                12/31/12
                                Reply (1)
                                • madpup: Agree, I bought today.
                                  12/31/12
                                  • Rabish
                                    Long $TEVA. Down because no short term catalyst. Demographic trends, cost savings for consumers & Teva's economies of scale all favorable.
                                    12/18/12
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                                      • Rabish
                                        New long position in QLGC. Looked very attractive.
                                        10/20/12
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                                          • Rabish
                                            One of my long time favorite TRLG, I believe is trading at 'start accumulation phase' price level.
                                            7/25/12
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                                              • Rabish
                                                I like Twin Disc (twin) here. Growth of their products is directly proportional to wealth creation in emerging markets.
                                                7/20/12
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