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More Peeks Inside Portfolios: Berkowitz, Pabrai, Bob Rodriguez

Mohnish Pabrai, from what I understand is a value investor, and his performance over the past eight months is unbelievable. I don't know why you would focus on his buys and sells. If you look at his SEC Form 4 (www.secform4.com/insid...), you'll see that he bought Delta Financial (DFC was a Florida Mortgage Company, it was later de-listed), only to watch that entire investment disappear. He followed that buy with an airline, Pinnacle (PNCL), which may have looked like a bargain, but was again a falling knife. Crypologic (CRYP) at $19-20 is certainly being helped by his recent buying, but their past week looks ominous. Harvest Natural (HNR) just bounced, and is one of the few energy stocks to go sideways over the past year. I follow a lot of gurus, and MP is not worth your while. Stick with T. Boone Pickens, Jeff Gendell (Tontine) and Ken "Hitman" Heebner.
May 21 17:48 pm |Rating: 0 0 |Link to Comment |View article

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Jim Cramer's Picks -
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Better Choices - Cramer's Lightning Round (10/15/08)

by SA Editor Rachael Granby

Stocks discussed in the lightning round session of Jim Cramers Mad Money TV program,
Wednesday, October 15.

Bullish Calls:

Continental Resources (CLR) -- "This is a remarkable decline. All of the high quality ones are down so much, I can't go against it. This is where you pull the trigger.
3M (MMM) -- The moment this stock starts yielding 5%, I'm a buyer. Until then, keep your powder dry.

Bearish Calls:

Computer Sciences (CSC) -- This is a company that was going to be bought, but they passed up the chance. Now I don't want to buy it."
Annaly Mortgage (NLY) -- I think this is a business model that needs to borrow money. Definitively do not buy."
Northrop Grumman (NOC) -- You can't own the defense stocks right now. If I had to own one, I'd look at Lockheed Martin (LMT) with its good dividend.
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More Peeks Inside Portfolios: Berkowitz, Pabrai, Bob Rodriguez

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