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Pabrai Funds

  Today: -0.6%
1-month: +1.0%
All-time: -20.4%
Today vs S&P 500 : -0.2%
1-month: +0.8%
All-time: +3.4%
Pabrai Funds
Hedge | Data since: Jul-1-2007 | Current Portfolio: Q3 2009
574 members Tracking | Track this Pro
       

Portfolio Performance



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 Ticker Last Trade Today's Change Volume  % of
Daily
Mkt Cap  % off
52wk lw
% from
52wk hg
Q3 2009 View as: Alerts Holdings Detail
 ATSG $2.37 -0.01 -0.42% 278,236 96% $150.0M 1875% -42% -25.7% $16.6M | 5.4M shares - No Change
 BPO $11.51 -0.02 -0.17% 2,470,325 71% $4.4B 180% -5% +8.5% $23.3M | 2.4M shares - increase of 236.1K shares
 BRK.B $3447.00 -3.00 -0.09% 23,052 59% $51.1B 54% -3% +5.7% $20.7M | 6.5K shares - increase of 66 shares
 CRESY $13.43 -0.18 -1.32% 49,885 53% $668.3M 171% -9% +14.9% $17.5M | 1.7M shares - increase of 13.2K shares
 FFH $355.12 -5.63 -1.56% 43,911 84% $6.2B 69% -7% +0.2% $21.7M | 68.8K shares - No Change
 HNR $5.90 0.00 0.00% 121,712 83% $195.5M 126% -12% +17.3% $29.5M | 5.7M shares - decrease of 29.0K shares
 IBKR $16.88 -0.02 -0.12% 163,388 29% $688.7M 33% -20% -14.9% $1.7M | 95.0K shares - New Holding
 LUK $21.91 -0.30 -1.35% 1,348,405 105% $5.1B 114% -17% -5.5% $18.8M | 791.3K shares - decrease of 2.7K shares
 PNCL $6.53 +0.03 +0.46% 42,054 51% $119.4M 573% -16% -0.6% $10.7M | 2.1M shares - decrease of 619.6K shares
 POT $114.70 +1.53 +1.35% 8,957,158 127% $33.6B 141% -5% +32.7% $30.0M | 324.1K shares - increase of 170.3K shares
 TCK $34.62 -0.25 -0.72% 6,423,732 92% $16.6B 1232% -1% +32.6% $24.2M | 1.0M shares - No Change
 TEX $20.30 -0.80 -3.79% 1,846,561 53% $1.9B 177% -21% +4.4% $8.3M | 530.8K shares - increase of 110.4K shares
 TX $31.27 -0.22 -0.70% 165,055 31% $6.2B 587% -3% +23.9% $26.0M | 1.1M shares - decrease of 657.3K shares
 WFC $27.87 -0.45 -1.59% 41,873,153 88% $118.7B 257% -15% +4.8% $9.9M | 374.4K shares - increase of 4.7K shares
 ZINC $11.25 -0.24 -2.09% 255,629 82% $395.9M 379% -13% -0.4% $14.3M | 1.4M shares - No Change
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Discuss Pabrai Funds's portfolio
 
Latest Portfolio Notes & Links
 
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Chasing Value: E-Trade, a word of caution
BAC  WFC  SCHW  ETFC  AMTD  
Linked by BloggingStocks ( track newsfeed | ignore newsfeed ) - November 20, 01:40PM from (www.bloggingstocks.com)
Look before you leap! All year long rumors have been swirling around that E*TRADE (ETFC) was on the auction block being prepared  more ...
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Big Gains Found Among Select Sectors in Wild Week for Markets
PIR  WSM  POT  CGA  KIRK  MON  MOS  SOLF  CSIQ  TSL  LDK  
Linked by tickerspy blog ( track newsfeed | ignore newsfeed ) - November 20, 12:41PM from (www.tickerspy.com)
The Dow is trending lower to end a week when through Wednesday's close the bulls showed strength and resilience. Most of  more ...
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A Glimpse into Hedge Fund Zebra’s Complex Strategy
ENER  TEX  JAVA  GMCR  BEXP  YUM  ORCL  IWB  
Linked by tickerspy blog ( track newsfeed | ignore newsfeed ) - November 20, 10:36AM from (www.tickerspy.com)
With a stated mantra that it is "searching for patterns in financial markets," hedge fund Zebra Capital Management is among  more ...
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Value-Focused Third Avenue Makes Picks for Double-Digit Returns
LUK  CVA  TAVFX  PKX  BAM  SCMR  ECA  NBR  XEC  BK  
Linked by tickerspy blog ( track newsfeed | ignore newsfeed ) - November 20, 10:31AM from (www.tickerspy.com)
Marty Whitman, the legendary value investor who runs mutual fund firm Third Avenue Management, signaled his confidence in  more ...
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Wells Fargo & Company Declares Cash Dividends on Preferred Stock
WFC  
Linked by BusinessWire ( track newsfeed | ignore newsfeed ) - November 19, 02:26PM from (www.businesswire.com)
Wells Fargo & Company (NYSE:WFC) today announced dividends on two series of preferred stock. A quarterly cash dividend  more ...
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Bloomberg’s Weil: Wells Fargo Needs TARP
WFC  
Linked by The Razor's Edge ( track newsfeed | ignore newsfeed ) - November 19, 02:06PM from (blog.ockhamresearch.com)
Bloomberg opinion columnist Jonathan Weil has a talent for navigating balance sheets of often complex financial firms. In  more ...
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No Surprises At Home Depot
LOW  WMT  HD  BRK.B  BRK.A  
Linked by Investopedia Stock Analysis ( track newsfeed | ignore newsfeed ) - November 19, 01:37PM from (stocks.investopedia.com)
As the economy improves, HD's profits will improve and free cash flow will surge as a result of the declining capital ex  more ...
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See No Evil Accounting
BAC  WFC  WABC  
Linked by Forbes ( track newsfeed | ignore newsfeed ) - November 19, 12:13PM from (www.forbes.com)
Banks are avoiding commercial real estate losses by refusing to assess property values.  more ...
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Agriculture in Focus – Fertilizers Sprout Profits
POT  IPI  
Linked by ZachStocks.com ( track newsfeed | ignore newsfeed ) - November 19, 10:18AM from (zachstocks.com)
Intrepid Potash (IPI) and Potash Corp (POT) are sharply higher. Inflationary pressures, rising demand, and low inventory  more ...
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The More Focused, and More Opaque, Buffett & Berkshire Hathaway
DOW  ETN  XOM  GCI  GE  WFC  TIF  UNP  WMT  WPO  NSC  UNH  HOG  GS  BNI  MCO  RSG  SNY  GSK  WLP  COP  WBC  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - November 19, 08:59AM from (247wallst.com)
This was an important week for investment guru and billionaire watchers to see which gurus were holding which stocks. The  more ...
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Media Digest 11/19/2009 Reuters, WSJ, NYTimes, FT, Bloomberg
AMD  AXP  DAL  GE  HPQ  INTC  WFC  SNE  DELL  ABK  KFT  BX  
Linked by 24/7 Wall St. ( track newsfeed | ignore newsfeed ) - November 19, 04:04AM from (247wallst.com)
Reuters: Senate Democrats unveiled their healthcare plan.
Reuters: Hedge fund manage Griffin has rebounded from losses.
 more ...

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Etrade – The Takeover Candidates
JPM  WFC  ETFC  AMTD  
Linked by WallStNation.com ( track newsfeed | ignore newsfeed ) - November 19, 01:29AM from (wallstnation.com)
The other day, we posted an article about E TRADE Financial Corporation (NASDAQ:ETFC) being a takeover candidate for TD Ameritrade  more ...
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Wells Fargo to Repurchase $1.4 Billion of Securities
WFC  
Linked by NYTimes ( track newsfeed | ignore newsfeed ) - November 18, 07:26PM from (feeds.nytimes.com)
Auction-rate securities were sold as a high-yield, high-liquidity alternative to cash, but when the market dried up, investors  more ...
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ABX Air Pilots Ratify Collective Bargaining Agreement
ATSG  
Linked by BusinessWire ( track newsfeed | ignore newsfeed ) - November 18, 06:23PM from (www.businesswire.com)
ABX Air, Inc., a wholly owned subsidiary of Air Transport Services Group, Inc. (NASDAQ:ATSG), said today that its employees  more ...
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Chasing Value: Ten stocks for 2010 -- Part 4
F  WFC  EZPW  ETFC  FDX  UPS  
Linked by BloggingStocks ( track newsfeed | ignore newsfeed ) - November 18, 04:40PM from (www.bloggingstocks.com)
Fourteen stocks have been reviewed so far with eight of them potential contenders for 2010. These include some picks from  more ...
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Wells Fargo Announces Agreement to Buy Back Auction Rate Securities
WFC  
Linked by BusinessWire ( track newsfeed | ignore newsfeed ) - November 18, 02:57PM from (www.businesswire.com)
Wells Fargo & Company (NYSE: WFC) announced today that it will purchase Auction Rate Securities (ARS) nationwide from  more ...
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Wells Fargo Settles Calif. Lawsuit Over Auction-Rate Securities
WFC  
Linked by NYTimes ( track newsfeed | ignore newsfeed ) - November 18, 02:20PM from (feeds.nytimes.com)
Wells Fargo said on Wednesday that it has agreed to buy back $1.4 billion in auction-rate securities it sold to investors  more ...
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Speculating the Return of Potash
POT  MOS  DBA  
Linked by WallStNation.com ( track newsfeed | ignore newsfeed ) - November 18, 01:49PM from (wallstnation.com)
How much longer can Potash prices continue to plunge? At some point the two all-star potash companies are worth reviewing,  more ...
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Why Today's Market Dictates Pessimism
PFE  JNJ  UNH  FFH  
Linked by Investopedia Stock Analysis ( track newsfeed | ignore newsfeed ) - November 18, 01:21PM from (stocks.investopedia.com)
Investing as if the markets can only go up is a recipe for disaster, while embracing pessimism will keep you in the game  more ...
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Cramer Likes the Dry Bulk Rally, Ag Stocks Room to Run
DE  POT  FRO  NAT  MON  DRYS  DSX  
Linked by tickerspy blog ( track newsfeed | ignore newsfeed ) - November 18, 12:31PM from (www.tickerspy.com)
Former hedge fund manager and rapid-fire stock picking guru Jim Cramer turned has bullish on shippers and agricultural stocks.
 more ...

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