NASDAQ:FB

222.14
0.37 (0.17%)
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
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.
COMMENT
COMMENT
November 26, 2019
Has been marking time for a year. People often forget about Instagram. He's not sure that he's all that interested in it.
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Facebook (FB-Q)
November 26, 2019
Has been marking time for a year. People often forget about Instagram. He's not sure that he's all that interested in it.
TOP PICK
TOP PICK
November 21, 2019
Secular growth story. Great long-term hold, despite current issues. Advertisers will continue to pay more. 20 consecutive quarters of positive earnings surprises. PEG ratio of only 1.1. Not expensive. Favourite FANG stock. No dividend. (Analysts’ price target is $235.00)
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Facebook (FB-Q)
November 21, 2019
Secular growth story. Great long-term hold, despite current issues. Advertisers will continue to pay more. 20 consecutive quarters of positive earnings surprises. PEG ratio of only 1.1. Not expensive. Favourite FANG stock. No dividend. (Analysts’ price target is $235.00)
BUY
BUY
November 20, 2019
Their business model looks resilient and they dominate their space. Earnings for next year of $9 per share compare to $6.50 this year. Regulatory issues are an overhang, but their relative price performance compared to the market continues to improve. He bought the stock.
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Facebook (FB-Q)
November 20, 2019
Their business model looks resilient and they dominate their space. Earnings for next year of $9 per share compare to $6.50 this year. Regulatory issues are an overhang, but their relative price performance compared to the market continues to improve. He bought the stock.
TOP PICK
TOP PICK
November 11, 2019
It is going to be growing its revenues over 20% next year. The multiple is only 21 times next year's earnings. (Analysts’ price target is $235.00)
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Facebook (FB-Q)
November 11, 2019
It is going to be growing its revenues over 20% next year. The multiple is only 21 times next year's earnings. (Analysts’ price target is $235.00)
COMMENT
COMMENT
November 7, 2019
Fairly valued. Concern is the regulatory risk. A lot of things going wrong. Data breaches, systemic company problems caused them to sell. For valuation and growth, there are worse names to own.
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Facebook (FB-Q)
November 7, 2019
Fairly valued. Concern is the regulatory risk. A lot of things going wrong. Data breaches, systemic company problems caused them to sell. For valuation and growth, there are worse names to own.
COMMENT
COMMENT
November 5, 2019
The core business continues to thrive, generating tons of cash. But cash generates has declined in recent years, because of capex spending post-the 2016 US election. The problem is people feel FB has lied or is dishonest, and this is harder to overcome.
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Facebook (FB-Q)
November 5, 2019
The core business continues to thrive, generating tons of cash. But cash generates has declined in recent years, because of capex spending post-the 2016 US election. The problem is people feel FB has lied or is dishonest, and this is harder to overcome.
DON'T BUY
DON'T BUY
November 1, 2019
He does not own this one. It is not the most expensive growth stock at 24 times earnings. They have some competitive threats and their political ad policy is coming under fire. It is a middle performer so he would not be a buyer today.
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Facebook (FB-Q)
November 1, 2019
He does not own this one. It is not the most expensive growth stock at 24 times earnings. They have some competitive threats and their political ad policy is coming under fire. It is a middle performer so he would not be a buyer today.
DON'T BUY
DON'T BUY
October 30, 2019
He would avoid FB, selling out a year ago. Just too many accusations about management integrity. Multiples have come down, but he would still avoid it. Elizabeth Warren is gunning against Zuckerberg -- not good.
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Facebook (FB-Q)
October 30, 2019
He would avoid FB, selling out a year ago. Just too many accusations about management integrity. Multiples have come down, but he would still avoid it. Elizabeth Warren is gunning against Zuckerberg -- not good.
TOP PICK
TOP PICK
October 17, 2019
They're growing. Despite regulatory headwinds, people want them. Real growth engine is Instagram. Growing into their valuation of 22x earnings. No dividend. (Analysts’ price target is $231.24)
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Facebook (FB-Q)
October 17, 2019
They're growing. Despite regulatory headwinds, people want them. Real growth engine is Instagram. Growing into their valuation of 22x earnings. No dividend. (Analysts’ price target is $231.24)
DON'T BUY
DON'T BUY
October 11, 2019
Despite the fact that numbers may look good, the ethics of the firm and future liabilities of congress hearing is a risk. He would avoid it right now.
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Facebook (FB-Q)
October 11, 2019
Despite the fact that numbers may look good, the ethics of the firm and future liabilities of congress hearing is a risk. He would avoid it right now.
DON'T BUY
DON'T BUY
October 3, 2019
It got really badly punished about a month ago. There was a big rotation. It is looking a little more attractive right now but as these things become political, he shies away from them.
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Facebook (FB-Q)
October 3, 2019
It got really badly punished about a month ago. There was a big rotation. It is looking a little more attractive right now but as these things become political, he shies away from them.
BUY
BUY
October 1, 2019
FB is good warning about earnings, though he thinks their next report will be fine. His target is $230, so he sees a long runway. FB is not expensive. 1.38 is its PEG ratio.
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Facebook (FB-Q)
October 1, 2019
FB is good warning about earnings, though he thinks their next report will be fine. His target is $230, so he sees a long runway. FB is not expensive. 1.38 is its PEG ratio.
WATCH
WATCH
September 27, 2019
Anti-trust resolved? He likes the company, but acknowledges the regulatory issues will not go away. It has such a massive user base, so it will continue to exist. He thinks Instagram is doing a better job integrating going from photos to a business store front. FB-Q is still a good company, but it will take a long time to resolve the issues.
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Facebook (FB-Q)
September 27, 2019
Anti-trust resolved? He likes the company, but acknowledges the regulatory issues will not go away. It has such a massive user base, so it will continue to exist. He thinks Instagram is doing a better job integrating going from photos to a business store front. FB-Q is still a good company, but it will take a long time to resolve the issues.
Shane Obata

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Price
$177.100
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
September 23, 2019
(A Top Pick Sep 24/18, Up 13%) He got stopped out of them. The anti-trust and controversy issues give him pause. They have loads of cash and are stupidly profitable though. He would buy them back if FB set new highs. He's done that before.
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Facebook (FB-Q)
September 23, 2019
(A Top Pick Sep 24/18, Up 13%) He got stopped out of them. The anti-trust and controversy issues give him pause. They have loads of cash and are stupidly profitable though. He would buy them back if FB set new highs. He's done that before.
BUY
BUY
September 18, 2019

Society asked for AI and ease of access, the very things that Facebook, Google, etc. offer. Some like what Facebook are doing and some don't, but there are a lot of people who still like what Facebook is doing. This runs against the "evil empire" image that the media paints. Facebook isn't going away., though it will evolve. Look at what happened to Microsoft a generation ago.

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Facebook (FB-Q)
September 18, 2019

Society asked for AI and ease of access, the very things that Facebook, Google, etc. offer. Some like what Facebook are doing and some don't, but there are a lot of people who still like what Facebook is doing. This runs against the "evil empire" image that the media paints. Facebook isn't going away., though it will evolve. Look at what happened to Microsoft a generation ago.

Gordon Reid

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Price
$188.140
Owned
Unknown
BUY
BUY
September 5, 2019
People love it and use it. Still buying it here, incredibly cheap. And they haven't even begun to monetize Instagram yet. Mark Zuckerberg is a great operator and CEO. Undervalued. So many tailwinds.
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Facebook (FB-Q)
September 5, 2019
People love it and use it. Still buying it here, incredibly cheap. And they haven't even begun to monetize Instagram yet. Mark Zuckerberg is a great operator and CEO. Undervalued. So many tailwinds.
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