TMFBigFrog

Chuck Saletta

TMFBigFrog’s Activity

Sat Oct 13

NL

Boards Post

TMFBigFrog replied to the iPIG Portfolio board. 3:27 PM

Re: PRU and Too Big To Fail

Hey Rich --

I hope it turns out to be a big yawn. Prudential built its reputation on being conservatively managed and "solid as a rock". Too much of a stock price bump on the news could indicate an expectation that it would walk [more]

CAPS Outperform Pitch

TMFBigFrog wrote about Laboratory Corporation of America (LH) . 3:13 AM

LH Outperform

something of a picks and shovels play in health care

Caps Pick

TMFBigFrog made a pick in CAPS. 3:13 AM

Laboratory Corporation of America (LH) will Outperform the S&P 500

CAPS Outperform Pitch

TMFBigFrog wrote about CVS Health (CVS) . 3:12 AM

CVS Outperform

Very unique position in healthcare once the merger with Aetna closes

Caps Pick

TMFBigFrog made a pick in CAPS. 3:12 AM

CVS Health (CVS) will Outperform the S&P 500
NL

Boards Post

TMFBigFrog posted to the iPIG Portfolio board. 2:59 AM

Resumed Portfolio Reviews Part XLI: STX

Seagate Technology (NYSE: STX) was the forty-first stock mentioned in this post: https://boards.fool.com/probably-time-to-resume-reviews-3275... , which makes [more]

Fri Oct 5

NL

Boards Post

TMFBigFrog replied to the Tax Strategies board. 9:31 AM

Re: Taxation of perquisites

I don't know the specific contract the district has with the superintendent, but what I've seen in similar "company car" offers is that the person who receives the company car has to report mileage monthly or quarterly that splits [more]

Thu Oct 4

CAPS Outperform Pitch

TMFBigFrog wrote about Incyte (INCY) . 9:03 AM

INCY Outperform

Relatively reasonable risk/reward profile in a crazy industry.

Caps Pick

TMFBigFrog made a pick in CAPS. 9:03 AM

Incyte (INCY) will Outperform the S&P 500

Wed Oct 3

NL

Boards Post

TMFBigFrog replied to the CAPS Addictions 12-Step Program board. 4:35 AM

Re: CAPS is irrelevant due to "shorts"

Hi Bike2016 —-

Are you looking to emulate other investors with CAPS or to find potential investments to consider buying with the tool?

Even though there are a bunch of top rated players making points with thumbs down ratings, there [more]

Sun Sep 30

NL

Boards Post

TMFBigFrog replied to the CAPS Addictions 12-Step Program board. 10:16 AM

Re: CAPS is irrelevant due to "shorts"

Hi Bike2016 -

CAPS is designed around measuring changes vs. the S&P 500, not vs. zero. As a result, a thumbs down simply means the player expects the stock to underperform, not necessarily to lose money.

The upside to that is [more]

Sun Sep 23

NL

Boards Post

TMFBigFrog posted to the iPIG Portfolio board. 11:43 AM

Resumed Portfolio Reviews Part XL: SMG

Scotts Miracle Gro (NYSE: SMG) was the fortieth stock mentioned in this post: https://boards.fool.com/probably-time-to-resume-reviews-3275... , which makes it [more]

NL

Boards Post

TMFBigFrog replied to the iPIG Portfolio board. 10:45 AM

Re: OGE Energy

The stock pays a current yield of 3.62% and has grown the dividend at 9.9% most recently and 9.8% annually over the last 5-years. Management has promised to grow the dividend at 10% thru 2020 (2 raises still to happen). Long term, management is [more]

Sat Sep 22

NL

Boards Post

TMFBigFrog replied to the iPIG Portfolio board. 10:42 PM

Re: Comcast (CMCSA)

Hi Jeff --

I think 5G has a better shot than fiber optic internet to the home does, simply because the "last mile" problem is to the block, instead of to the house. That said, there's still a substantial build out cost before [more]

Sun Sep 16

Options Boards Post

TMFBigFrog replied to the Options boards. 8:27 PM

CAPS Outperform Pitch

TMFBigFrog wrote about Exelixis (EXEL) . 11:31 AM

EXEL Outperform

Lots of worry priced in at the moment.

Caps Pick

TMFBigFrog made a pick in CAPS. 11:31 AM

Exelixis (EXEL) will Outperform the S&P 500

Options Boards Post

TMFBigFrog replied to the Options boards. 2:39 AM

Sun Sep 9

CAPS Outperform Pitch

TMFBigFrog wrote about Kimco Realty (KIM) . 7:04 PM

KIM Outperform

Looks reasonably priced for its prospects.

Caps Pick

TMFBigFrog made a pick in CAPS. 7:04 PM

Kimco Realty (KIM) will Outperform the S&P 500
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CAPS Stats & Trivia

CAPS Player Rating 93.62
Player Rank 4450 out of 69785
Score 3906.09
Score Change Today +2.94
Accuracy 53.40%
Active Picks 74
Total Picks 103
Best Pick SBUX (+935.34)
Worst Pick DAL (-314.94)
Average Score per Pick 37.92
Charms Earned 12
Highest Rated Favorite No Favorites Selected
Go to TMFBigFrog’s CAPS page

Boards Stats & Trivia

Big red star, 1000 posts Old School Fool Home Fool
Board Posts 3437
Recs Received 10746
People who have rec'd these posts 2477
Recs to Posts Ratio (last 30 days) 1.50
Threads Started 782
Threads Started Percentage 22.75 %
Most Frequent Board iPIG Portfolio
Very First Post History vs. Diversification (12/3/1998)
Percentage of Posts Rec'd 73.26 %
Show TMFBigFrog’s 10 Latest Posts