Twitter, Inc (TWTR)

The company appears to have put itself up for sale, and bankers are getting busy. Thinks it will probably go for $25 billion, not a huge upside from these levels here.

Don’t sell when you have rumours of a takeout. People hoped it would follow a FB-Q type of scenario. It is where everyone goes when there is worldwide news. You hold it until any news of a takeout.

(Market Call Minute.) In general this is a declining property, but it is likely to be acquired by SalesForce (CRM-N).

This is in his aggressive portfolio. The question is, how are they going to monetize the business. They do about $5 billion in advertising revenue but we all know its issues. It is a great platform, and he is convinced that somebody is going to buy this.

The big picture is still possibly a little bearish. It does seem to be trying to build and break the downtrend. The lows and highs seem to be making some progress. He would give this a 6 out of 10. It doesn’t look like something that is crazy bullish but it looks like it has some progress, so probably a reasonable bet.

(Market Call Minute.) This is a tough one. Thinks the franchises are worth more, but it is not without risk.

A lot of social media stocks are very difficult to value, and there is a lot of expectation built into this name. The stock came off on the last quarter because growth expectations were not up to what analysts were expecting. Investors should have some Internet exposure, but she would prefer Google (GOOG-Q) which generates earnings, has good growth prospects, and trades at a much more reasonable valuation.

(Market Call Minute) There was American soccer, European soccer, the election and the Olympics, the monthly average user count has been flat. If they can’t get more interest with these kinds of events, there is something wrong.

(Market Call Minute.) He would still buy this. It has had a bounce off the bottom. He thinks somebody like Google (GOOG-Q) will buy this.

Wait for a buyout or take profits? This makes money and has a following, although it hasn’t executed well in a lot of things. A lot of people felt that when Microsoft (MSFT-Q) acquired LinkedIn, this company would be bought by somebody, and it probably will be. New management is trying to make some changes, and if they execute, this can probably do a little bit better. It is a “trading” thing, not an “investing” thing for the long-term.

(Market Call Minute) He is not comfortable with the lack of visibility to long term growth. He is staying on the sidelines.

Social media technology is always tricky. You just don’t know what the next thing is around the corner. They IPO’d with a lot of hoopla. It is quite volatile, and he would not recommend this.

(Market Call Minute.) This has too much cachet value to not to be taken out. Operating numbers are not that great and valuation is a harder story to sell, but thinks it is worth more to a Facebook (FB-Q), Microsoft (MSFT-Q), etc. Somebody out there can monetize this a lot better, and it will be worth at taking a shot at. Probably worth a shot, but it is an aggressive play.

This is not making any money yet. Thinks they are cash flow positive and are investing for the future. The stock has been dismal since the IPO. If you own, wait for somebody to come along and acquire it.

Given the Microsoft (MSFT-Q) LinkedIn (LNKD-N) deal last week, he is starting to have a harder look at this. Everyone seems to dislike it here. They haven’t been able to monetize the value or to grow the base over the past 1.5 years. However, he thinks there is still value in the franchise and in the social network. It would make a lot of sense for Microsoft to acquire this, in addition to LinkedIn.