NASDAQ:FB

217.94
1.82 (0.83%)
Facebook is an American for-profit corporation and an online social media and social networking service based in Menlo Park, California.
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Analysis and Opinions about FB-Q

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
January 21, 2020

He likes tech, but once you get into content, it gets risky (regulatory risk), unlike Amazon and Apple.

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Facebook (FB-Q)
January 21, 2020

He likes tech, but once you get into content, it gets risky (regulatory risk), unlike Amazon and Apple.

BUY WEAKNESS
BUY WEAKNESS
January 14, 2020

It's nicely recovered, but is no longer cheap. Valuation is too high for her. She'd rather buy Alphabet. Regulatory issues will remain an overhang that'll be ongoing. They are spending more, too, which compresses their margins. Maybe buy on a pullback.

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Facebook (FB-Q)
January 14, 2020

It's nicely recovered, but is no longer cheap. Valuation is too high for her. She'd rather buy Alphabet. Regulatory issues will remain an overhang that'll be ongoing. They are spending more, too, which compresses their margins. Maybe buy on a pullback.

DON'T BUY
DON'T BUY
January 13, 2020
A year from now? Data is being weaponized and FB is in the middle. FB faces a lot of heat in the coming years. True, it may amount to nothing, maybe no regulation against FB. Whatsapp and Instagram are capturing users, though. Also, FB doesn't pay a dividend. FB has had a good run. Maybe Washington will break up FB, so then you can buy Whatsapp and Instagram separately, which would be a good play.
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Facebook (FB-Q)
January 13, 2020
A year from now? Data is being weaponized and FB is in the middle. FB faces a lot of heat in the coming years. True, it may amount to nothing, maybe no regulation against FB. Whatsapp and Instagram are capturing users, though. Also, FB doesn't pay a dividend. FB has had a good run. Maybe Washington will break up FB, so then you can buy Whatsapp and Instagram separately, which would be a good play.
TOP PICK
TOP PICK
January 10, 2020
After a steep pullback in the past year or two, it's now breaking out. They really beat their Q1 revenue and profit as expenses slowed. User growth, too. Revenue is up 28%. They continue to attract advertisers. He sees 33% EPS growth, trading at 20x in 2021 from 23x 2020. Has a lot of room to grow. (Analysts’ price target is $236.94)
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Facebook (FB-Q)
January 10, 2020
After a steep pullback in the past year or two, it's now breaking out. They really beat their Q1 revenue and profit as expenses slowed. User growth, too. Revenue is up 28%. They continue to attract advertisers. He sees 33% EPS growth, trading at 20x in 2021 from 23x 2020. Has a lot of room to grow. (Analysts’ price target is $236.94)
COMMENT
COMMENT
January 7, 2020
He's concerned about the trend of earnings and what is the trend of fair market value. If you stay in the company and it continues to rise, it tends to rise since the company is growing at 16%.
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Facebook (FB-Q)
January 7, 2020
He's concerned about the trend of earnings and what is the trend of fair market value. If you stay in the company and it continues to rise, it tends to rise since the company is growing at 16%.
Ross Healy

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Price
$213.060
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
December 31, 2019
Future growth as a long-term hold, despite regulatory risk? It has been volatile and under regulatory microscope, which won't change. But they've had some good quarters and impressive user growth. They still need to monetize Instagram and Whatsapp, which will amount to more revenues. He expects FB to turn more to the payments space. With shares around $200, buy this when FB stumbles under Congresional pressure, not at current levels--the positivity has been priced in. He prefers other tech stocks.
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Facebook (FB-Q)
December 31, 2019
Future growth as a long-term hold, despite regulatory risk? It has been volatile and under regulatory microscope, which won't change. But they've had some good quarters and impressive user growth. They still need to monetize Instagram and Whatsapp, which will amount to more revenues. He expects FB to turn more to the payments space. With shares around $200, buy this when FB stumbles under Congresional pressure, not at current levels--the positivity has been priced in. He prefers other tech stocks.
DON'T BUY
DON'T BUY
December 16, 2019

Only two ways to play online ads are Google and Facebook. He chose Google instead. FB has a good operating model. Breaking up a big company is difficult, so the anti-trust threats are overblown. Facebook has to change behaviour, but it already has started. An attractive valuation, but there are better ways to invest. He understands why somebody would like this.

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Facebook (FB-Q)
December 16, 2019

Only two ways to play online ads are Google and Facebook. He chose Google instead. FB has a good operating model. Breaking up a big company is difficult, so the anti-trust threats are overblown. Facebook has to change behaviour, but it already has started. An attractive valuation, but there are better ways to invest. He understands why somebody would like this.

TOP PICK
TOP PICK
December 16, 2019

It is growing faster than GOOG-Q and the stock is trading at a valuation lower. They are growing three times faster than the S&P 500 but you are only paying a 20% premium. (Analysts’ price target is $234.21)

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Facebook (FB-Q)
December 16, 2019

It is growing faster than GOOG-Q and the stock is trading at a valuation lower. They are growing three times faster than the S&P 500 but you are only paying a 20% premium. (Analysts’ price target is $234.21)

COMMENT
COMMENT
December 13, 2019

She does not own Facebook and is not inclined to. She favours Alphabet instead. She expects regulatory scrutiny to remain for Facebook for some time to come.

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Facebook (FB-Q)
December 13, 2019

She does not own Facebook and is not inclined to. She favours Alphabet instead. She expects regulatory scrutiny to remain for Facebook for some time to come.

STRONG BUY
STRONG BUY
December 10, 2019
When they IPOd they had zero revenues in mobile ads. Now, they own that. They face no competition from another app (that they don't own). He's not even on Facebook, but he owns it. They know how to make money. It is one of THE stocks to own in big-cap tech (like MSFT).
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Facebook (FB-Q)
December 10, 2019
When they IPOd they had zero revenues in mobile ads. Now, they own that. They face no competition from another app (that they don't own). He's not even on Facebook, but he owns it. They know how to make money. It is one of THE stocks to own in big-cap tech (like MSFT).
PARTIAL BUY
PARTIAL BUY
December 5, 2019
We have not had a correction in this for a year. This is a good on a pull back. His model price is 182.22 or 8% lower than it is now. It will go higher if it goes up in a US melt-up. Buy a little bit here.
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Facebook (FB-Q)
December 5, 2019
We have not had a correction in this for a year. This is a good on a pull back. His model price is 182.22 or 8% lower than it is now. It will go higher if it goes up in a US melt-up. Buy a little bit here.
BUY
BUY
December 3, 2019
He owns it for growth investors. It's not expensive vs. its growth. A terrific company, though facing political pressure and taxation problem from France. The CEO is a polarizing figure, but he'll hold onto it.
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Facebook (FB-Q)
December 3, 2019
He owns it for growth investors. It's not expensive vs. its growth. A terrific company, though facing political pressure and taxation problem from France. The CEO is a polarizing figure, but he'll hold onto it.
DON'T BUY
DON'T BUY
November 29, 2019
Twitter makes money through advertising. He would prefer Google or Facebook. The risk is that Twitter could be hurt if Donald Trump is not re-elected.
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Facebook (FB-Q)
November 29, 2019
Twitter makes money through advertising. He would prefer Google or Facebook. The risk is that Twitter could be hurt if Donald Trump is not re-elected.
TOP PICK
TOP PICK
November 28, 2019
Very impressed with the use of Facebook in Asia. Flat for a couple of years due to political noise. 27X PE for a company that is growing 20%+ is pretty cheap. Thinks the stock will continue to move higher and higher. (Analysts’ price target is $235.00)
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Facebook (FB-Q)
November 28, 2019
Very impressed with the use of Facebook in Asia. Flat for a couple of years due to political noise. 27X PE for a company that is growing 20%+ is pretty cheap. Thinks the stock will continue to move higher and higher. (Analysts’ price target is $235.00)
BUY
BUY
November 26, 2019
Used to own it but he took profits. It’s essentially in a duopoly for digital advertising. There are aspects that they haven’t fully monetized so they could continue to raise earnings. Long term outlook is good, but there are regulatory headwinds.
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Facebook (FB-Q)
November 26, 2019
Used to own it but he took profits. It’s essentially in a duopoly for digital advertising. There are aspects that they haven’t fully monetized so they could continue to raise earnings. Long term outlook is good, but there are regulatory headwinds.
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