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Compiling comments that experts make about stocks while on public TV.

Facebook Stock Symbol: FB-Q

Last Price Recorded: $174.9800 on 2017-10-20

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Date Signal Expert Opinion Price
2017-10-19 COMMENT Andy Nasr

He likes this because it is involved in a couple of oligopolies, and in some cases duopolies. With all the accounts it has, there are increased users. What is most interesting is its dominance in online advertising. They are in a duopoly with Alphabet (GOOGL-Q), and control about 75% of online advertising. A really good business. If the valuation pulled back and got a little more compelling, he would consider adding to it.


Price:
$174.560
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2017-10-16 TOP PICK Barry Schwartz

The world’s best advertising medium. If you look at the product online, they follow you around. They know what you like, who your friends are, what you are wearing. There are even some rumours they can listen in on your phone when you are talking. They and Google (GOOGL-Q) capture only a small amount of the world advertising market, so there is a long runway of growth. (Analysts’ price target is $200.)


Price:
$174.520
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-10-02 WAIT Don Vialoux

There is no seasonal because there are not 20 years of data.  It tends to move higher in September, dip into October and run higher into December.


Price:
$169.470
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
BULL
Owned:
Unknown
2017-09-27 COMMENT Norman Levine

Which FAANG stock would you choose? As a value investor, he wouldn’t touch any of them. It looks like they have peaked as money is moving out of them temporarily, into more cyclical stocks, financials and even energy stocks for now. Because of that, he wouldn’t own any right now. If he had to pick one, this one seems to really dominate what they do.


Price:
$167.680
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-09-19 BUY Gordon Reid

This has a lot of runway in front of it. It has appreciated very quickly from a price standpoint, but valuation metrics have become more compelling. For that to happen, it means the fundamentals have risen at a faster pace than the price. They’ve made a very good inroad into artificial intelligence. Their product, Oculus is going to be very important for them. Instagram is doing extremely well.


Price:
$172.520
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2017-09-18 COMMENT Jason Del Vicario

$1,000 in 5-10 years?An ROE over the long-term should also predict the movement of the stock price. For example, if a company has an ROE of 20%, they are increasing the value of the shareholder equity by 20% a year. 20% compounded over a ten-year period actually leads to a fivefold increase in the equity which, theoretically, should also lead to a fivefold increase in the stock price. If you were to multiply the current stock price of this by 5, that gets you relatively close to $1000. However, he doesn’t think it gets to $1000 over the next 5 years, but if they are able to achieve those ROE’s that they have in the past, it wouldn’t shock him. Thinks their runway for growth is long and very good.


Price:
$170.010
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2017-09-12 PAST TOP PICK Cameron Hurst

(A Top Pick April 6/17. Up 22%.) They are doing everything right. They are still only 5% of global ads spending. Phenomenal ad growth and have a long way to go. Had a great run, but definitely have more avenues to continue to grow on.


Price:
$172.960
Subject:
US EQUITIES
Bias:
BEARISH on CANADIAN MARKET
Owned:
Yes
2017-09-11 PAST TOP PICK Teal Linde

(Top Pick Sep 19/16, Up 34%)  The price per ad they got was up 24% even if the growth rate was down to 19%.  It has run up a lot and is probably due for a pull back.  It is a near term hold and long term buy.


Price:
$173.510
Subject:
NORTH AMERICAN - LARGE/MID CAPS
Bias:
UNKNOWN
Owned:
Yes
2017-08-29 BUY on WEAKNESS Barry Schwartz

He loves this. It had an amazing quarter. An amazing growth story. The moat of the network affect is unbelievable. It is everywhere. It breaks all languages and all countries. Everybody uses it. There is accelerating growth in terms of new users. Trading at 27X forward earnings, which is actually not insane. If you back out all the cash that it has and the cash it is going to generate, you can get to a more reasonable, comfortable level. If there is a pullback, he would look to buy more.


Price:
$168.050
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-08-23 BUY Jason Mann

It is one of the FANG stocks and is a powerhouse in terms of growth stocks.  It is not insanely valued.  It is top 25% in momentum and valuation.  It has a 22% ROE, 38 times trailing earnings.  They are a leader in pretty much everything they do.  They beat on the last quarter.  It is pretty reasonable here.


Price:
$168.710
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Unknown
2017-08-22 BUY David Baskin

All of the big 5 tech stocks have continued to surprise analysts and critics by running up in value.  It is an incomprehensible number of users on Facebook.  They have proven they can monetize the mobile device.  87% of their revenue now comes from mobile advertising.  In technology it has become ‘winner take all’.  GOOGL-Q won search, AMZN-Q won online retailing and FB-Q won social networking.


Price:
$169.640
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2017-08-18 DON'T BUY Jon Vialoux

NFLX-Q vs. FB-Q. Two of the fang names have taken us thus far.  He would prefer Netflix.  It gapped up to $160.  FB-Q is bumping its head on rising trend line resistance.  He expects a retracement here.  He prefers NTFLX-Q.


Price:
$167.410
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
OPTIMISTIC
Owned:
Unknown
2017-08-16 COMMENT David Burrows

Facebook (FB-Q) or Netflix (NFLX-Q)? These are both dynamite companies with great opportunities in front of them. If he had to choose one over the other, he would choose this one. He considered using it as a Top Pick today. Looking out over the next year, Facebook has so many different engines that are running, and almost none of them are dependent on another company. Netflix has huge growth in subscribers globally, but is still somewhat dependent on 2nd or 3rd party contracts.


Price:
$170.000
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2017-08-11 COMMENT Darren Sissons

He could never understand why people pay an increasing amount of money for a desktop or an iPhone advert when they are not going to ultimately buy the product. The stock has done fabulously well and people have made a lot of money, but he doesn’t understand the business model beyond it being just a great advertising story.


Price:
$168.080
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
No
2017-08-10 COMMENT Jennifer Radman

The good thing is that globally, people are using it. For her, it goes back to “these are consumers”, and what happens when the next thing comes around, or if people decide they want to do other things instead of sitting in front of their screens. She has seen over and over again how quickly trends can shift. Too unpredictable for her.


Price:
$167.400
Subject:
US LARGE
Bias:
UNKNOWN
Owned:
Unknown
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