TMFBigFrog

Chuck Saletta

Chuck Saletta has been a regular Fool contributor since 2004. His investing style has been inspired by Benjamin Graham's Value Investing strategy. Chuck also can be found on the "Inside Value" discussion boards as a Home Fool.

TMFBigFrog’s Activity

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]

Inside Value Boards Post

TMFBigFrog replied to the Inside Value boards. 12:52 AM

Wed Jul 12

Inside Value Boards Post

TMFBigFrog replied to the Inside Value boards. 8:41 PM

NL

Boards Post

TMFBigFrog replied to the iPIG Portfolio board. 8:06 PM

Re: Resumed Reviews Part III: CSCO

Hi Bear --

What are your perceptions of Cisco's market position, and expectations for the future?

Some growth rate is embedded in most valuation estimates. For this most recent review on Cisco, I used a growth rate [more]

Mon Jul 10

NL

Boards Post

TMFBigFrog replied to the Retirement Investing board. 7:40 AM

Re: Bad Tax Year: Reynolds American merger w BAT is

Congratulations, my friend.

Note that the deal looks like it's part stock, part cash. I'm not 100% sure of the terms of this particular deal, but frequently these types of deals are structured so that shareholders get immediately [more]

Sun Jul 9

NL

Boards Post

TMFBigFrog posted to the iPIG Portfolio board. 1:44 PM

Resumed Reviews Part III: CSCO

Cisco Systems was the third company mentioned here: http://boards.fool.com/probably-time-to-resume-reviews-32756... , which makes it next up for [more]

Sat Jul 1

NL

Boards Post

TMFBigFrog posted to the iPIG Portfolio board. 3:18 PM

Resumed Reviews Part II: BAC

Bank of America was the second company mentioned here: http://boards.fool.com/probably-time-to-resume-reviews-32756... , which makes it next up for [more]

Sun Jun 25

NL

Boards Post

TMFBigFrog posted to the iPIG Portfolio board. 1:24 AM

Resumed Reviews Part I: AFL

Supplemental Insurance titan Aflac (NYSE: AFL) was first on the list of stocks posted here: http://boards.fool.com/probably-time-to-resume-reviews-32756... , [more]

Sat Jun 24

NL

Boards Post

TMFBigFrog posted to the iPIG Portfolio board. 3:09 PM

Probably Time to Resume Reviews...

I'm starting to get a little worried about mour portfolio again, so it's probably time to resume reviewing our holdings. Here are two reasons why I'm worried:

1) Calendar year to date, the total value of the former iPIG portfolio [more]

Wed Jun 21

Inside Value Boards Post

TMFBigFrog replied to the Inside Value boards. 6:00 AM

Tue Jun 20

Inside Value Boards Post

TMFBigFrog replied to the Inside Value boards. 10:59 PM

Mon Jun 19

Million Dollar Portfolio Boards Post

TMFBigFrog replied to the Million Dollar Portfolio boards. 12:49 AM

Mon Jun 12

NL

Boards Post

TMFBigFrog posted to the iPIG Portfolio board. 9:34 PM

Well, that was fortunate...

I was doing some research for a new article and discovered that Avis Budget Group (NYSE: CAR) recently found its way to a 52-week low list.

Fortunately for me, that was one I sold, largely for not being in my wheelhouse, but also for [more]

Sat Jun 10

Inside Value Boards Post

TMFBigFrog replied to the Inside Value boards. 9:15 AM

Wed Jun 7

Inside Value Boards Post

TMFBigFrog replied to the Inside Value boards. 9:20 PM

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CAPS Stats & Trivia

CAPS Player Rating 98.19
Player Rank 1349 out of 74643
Score 3608.61
Score Change Today +18.87
Accuracy 66.67%
Active Picks 50
Total Picks 75
Best Pick SBUX (+973.97)
Worst Pick DAL (-336.98)
Average Score per Pick 48.11
Charms Earned 14
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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool Home Fool
Board Posts 3284
Recs Received 10306
People who have rec'd these posts 2441
Recs to Posts Ratio (last 30 days) 3.70
Threads Started 731
Threads Started Percentage 22.26 %
Most Frequent Board iPIG Portfolio
Very First Post History vs. Diversification (12/3/1998)
Percentage of Posts Rec'd 73.05 %
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