NASDAQ:META

Meta Platforms, Inc. (META)

671.11
+5.51 (0.83%)
as of Sep 15, 2026, 7:00:08 pm Market Open.
95 watching
0
BUY
Loves their shops initiative (Facebook Store) which boosts small and medium businesses. The heat from Washington has come down on FB since FB became an e-commerce facilitator.
TOP PICK
Likes the deal with Reliance, the cell phone operator in India. Will drive further revenue growth. Moving full-on with e-commerce in India. Will provide attractive mediums for businesses to attract consumers. Great long-term hold. No dividend. (Analysts’ price target is $288.00)
WAIT

Number 2 or 3 name in his portfolio, next to Microsoft. People are moving more online with Instagram, etc. Growing advertiser base. Shares are extended, as they hit an all-time high today. Wait a bit, or take just a small position now. 33x earnings, 23% long term growth rate. Great value. Strong double digit revenue growth rate.

BUY
One of his biggest holdings and he sees more upside. When business recovers, this will be a big beneficiary. The threat of anti-trust action by Washington is real, however, it's politically easy to target big tech companies making money. Likely, Washington will fine these companies that they can easily pay and the politicians will target something else.
BUY
FB has many levers to pull. Their platform is only partially monetized. Small/medium-sized businesses have been adding services in droves; FB could become a commerce website is significant. Their platforms all have massive user bases. The stock isn't technically stretched now. Sure, there are worries over regulation, but regulation would take years to happen. Now at $232 is a great entry point. A pullback is possible, too.
BUY
You haven't missed the boat. You've just given up a bit of opportunity. Concentrate on the future, and less on the past. Continues to like it. Reasonable multiple PEG ratio of 1. Good solid growth. Lots of assets that haven't yet been monitized. FB will change with the privacy regulations.
DON'T BUY

Issues of privacy and hate mail. Online advertising is a continuing trend, but she's chosen Alphabet instead. FB has to keep spending money to deal with these regulatory issues. You want a very strong balance sheet. Alphabet has net cash, so they have more cash than debt and can fund their own growth.

BUY
They've gone from 0 to 80% of their revenue coming from from mobile ads. Whatsapp and Instagram have also done very well. FB will weather the storm from Washington and other governments. Their cash flow is so strong. They have so many users across the globe. Trades at a reasonably low multiple in the $20s. FB is part of the safe tech blue-chip trade. Will continue to do fine.
TOP PICK
One of his favourite tech/communication companies. Largest online social network in the world. Subscriber rate continues to astound. Expected revenue 77B in 2020. Advertisers and marketers love it. Paying 33x forward earnings for 23% long term expected growth rate. Buy on the dips. No dividend. (Analysts’ price target is $249.27)
DON'T BUY

She does not own FB -- holding GOOG instead. FB has done well, but the biggest risk is regulatory related. They will need to spend more on putting privacy procedures in place. This is why they hold GOOG.

BUY
He thinks it is one of the greatest businesses he has ever seen. They are finally monetizing WatsApp. He does not think you have missed it. It is still reasonably valued and has a long runway ahead of it.
TOP PICK

What they're doing in shopping interesting while their ad business will grow a lot in the coming year. It's trading at 20x earnings, growing at 30%, while the market stands at 20x, growing at 2-3%. Incredible value. They have a relationship with Shopify. (Analysts’ price target is $240.30)

BUY
Ultimately there are several structure themes being accelerated by this crisis and several that are being decelerated by it. FB-Q is in the former. They have an opportunity to take whatsapp and monetize it. Between their platforms they have about 3 billion users.
TOP PICK
It's battled privacy issues in recent years, but not lately because of the virus. Now, we are spending more time online to socialize, so FB is poised to do well. They're growing cash flow and revenue around 21%. They trade at just over 20x PE. Still a cheap stock, and growing fast. (Analysts’ price target is $237.74)
BUY
He likes it. The issue is that a lot of their revenue comes from advertising. They saw a flattening out of that decrease in advertizing. He thinks it will come back on others of their digital platforms. He thinks some of their platforms are not fully monetized. We may have to give up some civil liberties to have a normal life here.
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