• John Cofran
    out of $RSH with 40% loss, fortunately one of my smallest holdings
    Reply (3)
    • Matthew Davis: I like RSH, the market has priced in the possibility of them doing worse than best buy, which I don't think is going to happen.
    • John Cofran: this one was tough to sell as it is severely undervalued... in the end i decided i could use the tax write-off and buy back in 31 days
    • Matthew Davis: I think that was a mistake, its bottomed out and only trades at 6.91 forward PE.
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