Rabish

Value, long-term horizon, growth at reasonable price, deep value
Rabish
Value, long-term horizon, growth at reasonable price, deep value
Contributor since: 2012
Feb 1, 10:20 PM
Rabish
Went long $GILD. P/E 7, FPE 6, EV/EBITDA: 5, 11B$ cash. Earnings and FCF multiple at 1/3rd of 7 yrs avg. Great franchise at heavy discount.
Feb 2, 2:31 AM
I hope these prices stick around for a few months.
8/21/15
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.
10/9/15
BTW nothing I say is investment advice. Do your own research.
1/27/15
Rabish
Closed long positions in $COH, $GES, $BBBY and $RALY (the small tech company from the last post). Went long $HFC, $ANF.
1/31/15
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.
10/22/14
Rabish
Long on $COH, $BBBY, $GES, $AAPL & $ORCL. Building a position on a small tech company. Will disclose once done. All looked very attractive.
4/23/14
Rabish
$ISRG: Long. Very attractive at these levels for long term investors. Virtually no competition, extremely high barriers of entry, high ROIC.
5/10/13
Rabish
$TRLG: Acquired for $32, right in the middle of my Private party valuation.
3/1/13
Rabish
TRLG: Board decides to terminate CEO.
$TRLG Seems to be several new ex-CEOs. Still too few.
1/3/13
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
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.
12/31/12
Rabish
TEVA looks very good here if you have 3-5 years time horizon.
12/31/12
Agree, I bought today.
12/18/12
Rabish
Long $TEVA. Down because no short term catalyst. Demographic trends, cost savings for consumers & Teva's economies of scale all favorable.
10/20/12
Rabish
New long position in QLGC. Looked very attractive.
7/25/12
Rabish
One of my long time favorite TRLG, I believe is trading at 'start accumulation phase' price level.
7/20/12
Rabish
I like Twin Disc (twin) here. Growth of their products is directly proportional to wealth creation in emerging markets.