The fund filings are out. If you're wondering, these are the funds I like to track, and sometimes follow by buying the same stocks:br /br /-George Soros (Soros Fund Management)br /-Seth Klarman (Baupost Group)br /-John Paulson (Paulson amp; CO.)br /-Warren Buffett (Berkshire Hathaway)br /-David Einhorn (Greenlight Capital)br /-Bill Ackman (Pershing Square Capital Management)br /-Steve Cohen (SAC Capital Advisors)br /br /Today, I'm going toa href="http://www.bloomberg.com/apps/news?pid=newsarchiveamp;sid=a_RT.rEuHt4M" take a quick look at Soros' holdings/a.br /br /blockquoteSoros Fund Management LLC, the investor’s hedge-fund firm, sold 5 million U.S. shares of Petrobras, as the Brazilian company is known, according to a filing today with the U.S. Securities and Exchange Commission. The New York-based firm’s remaining 32 million shares of the state-controlled oil company were valued at $963 million at the end of the quarter.br /br /The hedge fund also held 5.6 million shares of Saskatoon, Saskatchewan-based Potash at the end of the quarter, compared ...

a href="http://www.bloomberg.com/apps/news?pid=20602013amp;sid=aym0w6OwbWsIamp;refer=commodity_futures"Interesting news today/a out of Potash Corp. (a href="http://finance.yahoo.com/q?s=pot"POT/a):br /br /blockquotePotash Corp of Saskatchewan Inc., the world’s largest fertilizer producer by market value, said 2009 profit will be less than it previously expected after North American sales of the crop nutrient reached “a virtual halt.” pEarnings this year will be $7 to $8 a share, Saskatoon, Saskatchewan-based Potash Corp. said today in a statement. That’s less than the $10 to $12 a share the company forecast in January and trails the $9.33 average estimate of 14 analysts surveyed by span class="blsp-spelling-error" id="SPELLING_ERROR_0"Bloomberg/span. /p/blockquotep/pWe know the global slowdown would cut demand, but this is still a bit surprising. With prices under pressure, Potash will be cutting production.br /br /blockquote“The potash companies are cutting production to prop up their prices, and we’re cutting our ...

Major energy companies are lined up to lock deals and land big profits with India’s new nuclear trade. India was out of the global nuclear loop for over 30 years, until now.

Jason Simpkins of Money Morning says that “…some analysts estimate that India’s nuclear energy sector could be worth as much as $200 billion.”

Here he shows us what majors are lined up for the deal:

India launched its first nuclear test in 1974, but the country refused to sign the global Treaty on the Non-Proliferation of Nuclear Weapons (NPT). As a result, the 45-member Nuclear Suppliers Group (NSG) banned India from global nuclear trade.

That ban was lifted last September when Washington pushed through a “waiver” that freed India from 34 years of sanctions.

Critics of the deal worry that by lifting the trade

...

Not so long ago, the biofuel ethanol was a political and policy darling as gas prices soared and the world focused on reducing emissions.

But the companies that produce the colorless liquid appear to be running into trouble as the global economy tanks. Canadian producers are shelving plans to build or expand plants and U.S. companies are idling their facilities.

“Basically because of the economic recession and because of the slump in the crude oil prices, since the cost of producing ethanol is fairly high, none of these activities are economical,” said Suren Kulshreshtha, an agricultural economics professor at the University of Saskatchewan in Saskatoon.

Kulshreshtha said much of the development in the biofuel started when oil prices spiked. Ethanol, which has traditionally been made by fermenting corn, wheat, or sugar cane, was seen as a way to help keep prices down at the pumps while extending the global energy supply and …

The Potash Corporation of Saskatchewan, Inc. (POT), a Canadian corporation based in Saskatoon, Saskatchewan, is the world's largest fertilizer enterprise producing three primary plant nutrients potash, phosphate and nitrogen. The company was created by the government of Saskatchewan in 1975.

Potash Corp. has benefited from higher fertilizer application rates, higher crop plantings, increasing demand for biofuels and rising crop prices. Rising fertilizers prices, especially potash, will expand POT's margin.

The company's manufacturing plants are located in low-cost areas and its financials are solid. However, rising raw material prices force us to rate the stock a Hold with a target of $90. This is 7.0x our 2008 estimate.

Read the full analyst report on POT

"POT" Free Stock Analysis: Buy? Sell? Hold?Zacks Investment Research