Seeking Alpha

Rabish

 
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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.
    1 day ago
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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.
        Apr 23, 5:56 PM
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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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