TMFBigFrog

Chuck Saletta

TMFBigFrog’s Activity

Sat Oct 7

Inside Value Boards Post

TMFBigFrog posted to the Inside Value boards. 11:35 AM

Sat Sep 23

NL

Boards Post

TMFBigFrog posted to the iPIG Portfolio board. 11:27 PM

Resumed Reviews Part X: EXR

Extra Space REIT (NYSE: EXR) was the tenth stock listed in this post: http://boards.fool.com/probably-time-to-resume-reviews-32756... which makes it next up for [more]

Wed Sep 20

NL

Boards Post

TMFBigFrog posted to the iPIG Portfolio board. 12:34 AM

Resumed Reviews Part IX: EQR

Equity Residential (NYSE: EQR) would have been the ninth stock listed in this post http://boards.fool.com/probably-time-to-resume-reviews-32756... , which makes [more]

Sat Sep 16

Inside Value Boards Post

TMFBigFrog replied to the Inside Value boards. 3:01 PM

Sat Sep 9

Inside Value Boards Post

TMFBigFrog replied to the Inside Value boards. 9:08 AM

Fri Sep 8

NL

Boards Post

TMFBigFrog posted to the iPIG Portfolio board. 11:29 PM

Resumed Reviews Part VIII: ENB

Enbridge: (NYSE: ENB) was the eighth company mentioned in this post: http://boards.fool.com/probably-time-to-resume-reviews-32756... , which makes it next up [more]

Thu Aug 31

NL

Boards Post

TMFBigFrog replied to the iPIG Portfolio board. 10:35 PM

Re: Total Portfolio Review Part XLI: SJM

Thanks, Rich -- great review.

-Chuck
Inside Value Home Fool

Disclosure: I own a tiny (and dwindling) position in shares of JM Smucker from a corporate spinoff a long time ago.

Sat Aug 19

NL

Boards Post

TMFBigFrog posted to the iPIG Portfolio board. 7:07 PM

Resumed Reviews Part VII: EMR

Emerson Electric (NYSE: EMR) was the seventh stock mentioned in this post: http://boards.fool.com/probably-time-to-resume-reviews-32756... , which makes it next [more]

Wed Aug 9

NL

Boards Post

TMFBigFrog replied to the Dividend Growth Investing board. 8:40 PM

Re: Summer buys

For most companies, I'd agree that Return of Capital is a bad sign, but well-managed equity REITs can be an exception to that general rule.

The key operational drivers of why that can be the case are:
1) The accounting treatment for [more]

Tue Jul 25

NL

Boards Post

TMFBigFrog replied to the iPIG Portfolio board. 6:16 PM

Re: Resumed Reviews Part VI: DOV

Minor correction --

It has been nearly 2.5 years since the purchase, not nearly 1.5 years. I apologize for the typo. It has been a long week.

Regards,
-Chuck
Inside Value Home Fool
Disclosure: I own shares of Dover.

Sun Jul 23

NL

Boards Post

TMFBigFrog replied to the iPIG Portfolio board. 10:31 PM

Re: Resumed Reviews Part VI: DOV

Hey Rich --

What's the thesis/story with Dover? Looking for a particular segment to do well soon? Why own?

Here's the original "intent to buy" post, back from 2015: [more]

Inside Value Boards Post

TMFBigFrog posted to the Inside Value boards. 7:46 PM

NL

Boards Post

TMFBigFrog posted to the iPIG Portfolio board. 3:42 PM

Resumed Reviews Part VI: DOV

Dover: (NYSE: DOV) was the sixth stock mentioned in this post: http://boards.fool.com/probably-time-to-resume-reviews-32756... , which makes it next up for [more]

Fri Jul 21

NL

Boards Post

TMFBigFrog posted to the iPIG Portfolio board. 10:13 PM

Resumed Reviews Part V: Diageo

Diageo (NYSE: DEO) was the fifth stock mentioned here: http://boards.fool.com/probably-time-to-resume-reviews-32756... , which makes it next up for [more]

Sun Jul 16

NL

Boards Post

TMFBigFrog replied to the iPIG Portfolio board. 11:50 AM

Re: Resumed Reviews Part III: CSCO

Hey Rich --

Both approaches end up in the same ballpark, which means they're both about equally wrong. We have a saying in my day job -- "All forecasts are wrong. The good ones are at least useful."

From that forecast [more]

NL

Boards Post

TMFBigFrog replied to the Tax Strategies board. 11:18 AM

Re: Rollover 401K to Trad. IRA or Roth IRA

One key thing to think about is how much money you are talking about in total.

If it's a few thousand dollars, the "it's a wash" perspective may be good enough.

On the other end, if it's a six- or [more]

Sat Jul 15

NL

Boards Post

TMFBigFrog posted to the iPIG Portfolio board. 4:47 PM

Resumed Reviews part IV: CSX

CSX: (NYSE: CSX) was the fourth stock mentioned in this post: http://boards.fool.com/probably-time-to-resume-reviews-32756... , which makes it next up for these [more]

NL

Boards Post

TMFBigFrog replied to the iPIG Portfolio board. 4:06 PM

Re: Resumed Reviews Part III: CSCO

Hi Rich --

Say, 2% growth in perpetuity. (GDP has been averaging just shy of this for the last 5-years+ and that may not change).

And, a discount rate reflective of the current risk free rate of, say, 2.5% and an equity risk
[more]

NL

Boards Post

TMFBigFrog replied to the iPIG Portfolio board. 11:14 AM

Re: Resumed Reviews Part III: CSCO

Hey Rich --

I'm on my phone and away from my laptop at the moment, but I'll look at it when I get back to my laptop. Keeping all else equal and changing just the perpetual growth rate from 3% to 2% would lower the value estimate [more]

Fri Jul 14

NL

Boards Post

TMFBigFrog replied to the Building / Maintaining a Home board. 10:55 PM

Re: AC outside compressor not working

A few relatively cheap and not too difficult to solve possibilities:

1) Check the outside shut off switch. There's usually a box that's usually by the compressor, up against the wall. It is a shut off switch for the unit. If the [more]

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