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Rabish  

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  • Rabish
    $AAPL, $ORCL: Extreme overreaction. Feeling like hungry baby in a topless bar. Back up the truck & keep loading IF you're for long term.
    Aug 21, 5:55 PM
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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.
        Jan 27, 2:16 AM
        Reply (1)
        • caret311: I agree about $ANF. At what price point would you be looking to sell? I'm in at 26$, I think 30-40% doable here. Would love to hear. Thanks.
          Jan 31, 7:16 PM
          • 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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