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265
Facebook (FB-Q)

Last Price Recorded: $180.8700 on 2017-11-23

ON STOCKCHASE SINCE May 2012


Facebook


Signal Opinion Expert
     

2017-11-13

PAST TOP PICK
Facebook (FB-Q)

(A Top Pick April 19/17. Up 26%.) He continues to like this. All lights are green. $200 billion of advertising has moved from TV to Facebook. Only trading at 27X earnings.

Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Group

Price: $178.770
Owned: Yes

2017-11-10

COMMENT
Facebook (FB-Q)

(Market Call Minute.) This is growing very, very rapidly. Even though this is a mammoth company with over 2 billion active monthly users, they grew revenues 47% year-over-year last quarter.

Gordon Reid

President, GoodReid Investment Counsel

Price: $178.460
Owned: Yes

2017-11-06

HOLD
Facebook (FB-Q)

Mark Zuckerberg seems less concerned with expenses rising in the short term. When they went public, they had zero mobile advertising revenue, and in the last quarter about 80% of their revenue was from mobile advertising. They and Google (GOOG-Q) own that market. They've monetized their base fantastically. Still a good, long term hold.

John Zechner

Chairman, J. Zechner & Assoc

Price: $180.170
Owned: Yes

2017-10-31

WAIT
Facebook (FB-Q)

This is part of that group which has been kind of driving the market. The stock has been in an uptrend, but has had normal corrections. From 2017, there have been very few corrections, so it has been relatively un-volatile, which is not healthy. You are going to get some kind of pullback sooner or later. If you do get a 5%-10% pullback, then you buy this.

Keith Richards

Portfolio Manager, ValueTrend Wealth Management

Price: $180.060
Owned: Unknown

2017-10-24

BUY on WEAKNESS
Facebook (FB-Q)

If they can get advertising through video right, then the stock can go higher, and they can get room for growth. It is hard to bet against a visionary like Zuckerberg. The company and the stock can grow higher, but what is the right valuation to pay for it? At 30X earnings right now, it could be a bit too rich.

John Petrides

Managing Dir. & Portfolio Manager, Point View Wealth Management

Price: $171.800
Owned: Unknown

2017-10-19

COMMENT
Facebook (FB-Q)

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.

Andy Nasr

VP & Investment Strategist, Sentry Investments

Price: $174.560
Owned: Yes

2017-10-16

TOP PICK
Facebook (FB-Q)

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.)

Barry Schwartz

CIO & Portfolio Manager, Baskin Wealth Management

Price: $174.520
Owned: Yes

2017-10-02

WAIT
Facebook (FB-Q)

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.

Don Vialoux

Research Analyst, TimingTheMarket.CA & EquityClock.COM

Price: $169.470
Owned: Unknown

2017-09-27

COMMENT
Facebook (FB-Q)

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.

Norman Levine

Managing Director, Portfolio Management Corp

Price: $167.680
Owned: No

2017-09-19

BUY
Facebook (FB-Q)

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.

Gordon Reid

President, GoodReid Investment Counsel

Price: $172.520
Owned: Yes

2017-09-18

COMMENT
Facebook (FB-Q)

$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.

Jason Del Vicario

Portfolio Manager, HollisWealth

Price: $170.010
Owned: Yes

2017-09-12

PAST TOP PICK
Facebook (FB-Q)

(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.

Cameron Hurst

Chief Investment Officer, Equium Capital Management

Price: $172.960
Owned: Yes

2017-09-11

PAST TOP PICK
Facebook (FB-Q)

(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.

Teal Linde

Portfolio Manager & Publisher, Linde Equity Report, Linde Equity Report

Price: $173.510
Owned: Yes

2017-08-29

BUY on WEAKNESS
Facebook (FB-Q)

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.

Barry Schwartz

CIO & Portfolio Manager, Baskin Wealth Management

Price: $168.050
Owned: Yes

2017-08-23

BUY
Facebook (FB-Q)

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.

Jason Mann

CIO & Co-Founder, Edgehill Patners

Price: $168.710
Owned: Unknown

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