BxCapricorn

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.