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DoubleLine Total Return Bond I Message Board

big.willa 118 posts  |  Last Activity: Nov 5, 2015 7:49 PM Member since: Dec 2, 2007
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  • Reply to

    We need a interest rate hike

    by rxbond Nov 5, 2015 2:34 PM
    big.willa big.willa Nov 5, 2015 7:49 PM Flag

    I suppose most agree with you; however, this here be bizaaro-world; the threat is all the fed has left; rates are not going up, ever. in fact, we will see NIRP during 2016; but they'll talk a lot and try and keep a lid on PM spot prices; its all they've got;

  • Reply to

    Boom Times...

    by garymcurtis8888 Oct 25, 2015 2:47 PM
    big.willa big.willa Oct 26, 2015 6:29 PM Flag

    wow jaz, u sound like u got cut somewhere along the way

    was it deep? did it change you?

    you sound like a needy little bitzzh

  • Reply to

    Boom Times...

    by garymcurtis8888 Oct 25, 2015 2:47 PM
    big.willa big.willa Oct 26, 2015 4:32 PM Flag

    another opinion here, but here goes: its not jeff sixpack or the unwashed masses that will move the needle on gold, even though there are A LOT stackers, as they say; its the big boys, the hedgies and bankers; when it happens it will be very fast; I try to be an objective observer and nothing more and I've never seen so much insanity in terms of fed policy, our govt lying to us about inflation, etc and overall world affairs; I'm as freaked out as I've ever been, and that includes when there were rumors of draft for the first Iraq invasion in 1990, when i was 18 years old; to my eyes, the world is teetering, but just my opinion;

  • Reply to

    "Desperate" is the word....

    by garymcurtis8888 Oct 23, 2015 12:16 PM
    big.willa big.willa Oct 23, 2015 1:48 PM Flag

    a clear air of desperation. the fed and others are completely f - = cked; this is shown by the big bounce up then predictable march down, gold is manipulated as can be. not sure if you are zero hedge reader or not, highly recommended; when this goes, its going to be fugly for most

  • big.willa by big.willa Dec 17, 2014 10:05 AM Flag

    maybe I'm missing something and I know mux is unprofitable but by my calc we are way below even book value; is the market speculating a 'mark to market' type event is in order / are company assets that overvalued?

    Sentiment: Hold

  • big.willa big.willa Aug 7, 2013 10:28 AM Flag

    BHP has interest as we all know in this industry. i happen to agree, it would be crazy to go forward w/ jansen; taking out MOS is a diversified income stream with a MUCH better balance sheet than POT, a former target of BHP. that being said, there are factors we don't know about, maybe as simple as BHP ego, etc. and i hate to buy on 'takeover target' hopes. it just doesn't work. i am a buyer of MOS though based on fundamentals at these levels; its probably dead money for 24 mos i'm guessing. the higher PPS goes however the less interested BHP gets, IMHO. if i was so smart i wouldn't be posting here, thats for sure. GLTA.

    Sentiment: Buy

  • Reply to

    Any Chance Of A Buyout?

    by jimkolak Apr 7, 2013 1:45 PM
    big.willa big.willa Apr 10, 2013 7:41 PM Flag

    fair enough - i know lots of people loathe ETF/ETNs. don't have enough of a handle on it myself which is about a sure way to get screwed without even knowing it so i understand. when in doubt do nothing.

  • Reply to

    Any Chance Of A Buyout?

    by jimkolak Apr 7, 2013 1:45 PM
    big.willa big.willa Apr 8, 2013 8:18 AM Flag

    liza - curious to know your opinion on the alerian etf/etn options, such as MLPG? you seem to have extensive knowledge in this industry/sector, i recall u from pvx days. i dabble and have done well but am self employed that takes much of my time and energy. thinking of switching from individual names such as erf to a broader fund as much as a hedge as anything as i do not always have time to stay abreast of each company. not exactly a great entry point just now but i think we'll see a reversal in the mini-boom in nat gas price and may move then. any thoughts appareciated ty.

    Sentiment: Hold

  • big.willa by big.willa Mar 1, 2013 11:24 AM Flag

    i understand - at least i think i do - the rates situation, the cash buildup situation and the payout cut. however, this has become just another expensive bloated mutual fund. i don't need to pay anyone to park $$ in cash. i'm not the sharpest guy in the world but i can figure that much out. this used to be a fabulous place to put some money - even significant amounts of cash - but now i'm out. other funds aren't cutting payouts and are managing the situation, check out loomis sayles, another high quality fund. i realize the approach philosophy isn't identical but come on, why does gundlach think people are going to pay a premium to have their money sit in cash? isn't that why he makes the big bucks, figure it out, others are. there's better places to put your $$$ now, that wasn't the case a year ago.

    Sentiment: Sell

  • ANAL SEX!!!!! good job kft; diversity, inclusiveness, hopey, changey, gushy love, oh my.

  • Reply to

    ok, but . . .

    by big.willa May 11, 2012 7:41 AM
    big.willa big.willa May 22, 2012 6:50 AM Flag

    ok ok i misspoke: 2% annualized basis, so throws of 1/12 of 2% monthly; sheesh. still, i don't get all the hype here. its ok, it does its job, but this product has been around for eons is all i'm saying; i think its much adieu over the PIMCO brand as much as anything;

  • big.willa by big.willa May 11, 2012 7:41 AM Flag

    i get why this is attractive, but there are plenty of low expense products that throw off 2% monthly income; not saying this isn't a good product but i'm not seeing how this is all that different or new; to read about it you'd think this is a sea change in the investing world; i've done some DD but obviously not an expert here, thoughts?

  • big.willa big.willa Feb 28, 2012 6:57 AM Flag

    bingo!! i just posted on this a few days ago; our gubmint is literally driving them out of business; its on purpose, its to drive prices up then obama magically releases SPR just before election; its just sickening; there is not a great future in the refining business in this country, imo; too bad cause those cats know how to do it profitably if left alone;

  • Reply to

    Spinoff in May

    by cancel_the_cheque Feb 26, 2012 10:16 AM
    big.willa big.willa Feb 26, 2012 5:52 PM Flag

    couple thoughts here: i have been giddy-excited about COP until cartoon cramer pumped it; once its on his radar, the run is over, IMO; more importantly,about 2 yrs ago i shitfted my investment porfolio entirely into the various oil plays and tobacco; i've made more $$ that way than in the last 10 years combined; i have an acquaintance on the refinery side, i'm no insider, but i see him about 2x per month at the usual cocktail receptions; bored with the usual polite drivel, we usually find a corner and start talking about the refining business; the refining business in this country is DEAD and it ain't comin back any time soon. this is not a political statement - i ONLY care about making $$$ - but it would be fair to say its plannned. this fact plus cramer's pump means its time to take profits here. just my opinion. GLTA.

  • i like what i see so far here but still trying to get my head around it; what is the primary driver of price fluctuations in your opinion? can't really get a read on beta to oil vs. rates vs. market generally; all play a part but experience tells me usually there is a single driver that stands out more than the others. not a lot of volatility here considering the market these days but wanting to be careful with these private partnerships. thanks and good luck to all.

  • big.willa by big.willa Aug 11, 2011 9:37 PM Flag

    somewhat interested in this fund, wondering what anyone else thinks? fees look a bit on high side. anyone have thoughts on the good/bad/ugly? ty,

  • Reply to

    closed out position

    by big.willa Feb 22, 2011 3:56 PM
    big.willa big.willa Mar 10, 2011 8:47 PM Flag

    anybody wanna tell me now how i don't understand PVX business model and made a mistake?

  • big.willa big.willa Mar 6, 2011 8:45 AM Flag

    a compelling case could be made that PPS should bounce in times of oil schock prices, like now. this was the impetus behind my last post even tho most on here predictably assumed i was under the impression PVX was a producer. i'm not. but PPS should arguably bounce with oil b/c the value of what PVX does just went up dramatically to the rest of the world. just as gold and water become more valuable in times of duress, so should - arguably - this co for a number of reasons i won't list. when it did not spike as much as i would have liked, i closed out. for my money, the mo is not here. we've had historic events with no commensurate share price appreciation. perhaps its related to pvx hedge position which i do not know as much about as i'd like. just my $.02. we'll see how long it takes some knucklehead to post that i don't understand what business PVX is in. i'm ONLY here to build wealth and right now i don't love the opportunity here, that's all. GLTA

  • big.willa by big.willa Feb 22, 2011 3:56 PM Flag

    oil up 8% and pvx gives up ground? bad sign, the mo is out of this one. i hate to close out as i have loved this for several years now and may get back in in future but if we give up ground today = bad sign

  • Reply to

    finally out of this POS

    by big.willa Sep 13, 2010 2:09 PM
    big.willa big.willa Sep 14, 2010 12:20 PM Flag

    yeah, i mean that was my point. i'm not looking for a quick buck and i know what being patient means. i just don't think there is any correlation b/w the basket of commodities and dba. somebody is getting screwed and the smart $$ has already figured that out.

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