Facebook

FB-Q

NASDAQ:FB

239.00
6.07 (2.48%)
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
BUY
March 20, 2020

TFSA? The volatility across markets is extremely high right now. Over the next 12 months, he is liking the risk-return prospects now. The market could still go lower from here. Don't max out your investments now, begin in pieces. FB, GOOG and AAPL are good places to begin.

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Facebook (FB-Q)
March 20, 2020

TFSA? The volatility across markets is extremely high right now. Over the next 12 months, he is liking the risk-return prospects now. The market could still go lower from here. Don't max out your investments now, begin in pieces. FB, GOOG and AAPL are good places to begin.

BUY
BUY
March 11, 2020
In times like this, look at areas that have been completely smashed. You also want to own the best companies in the world that have sold off with the market. Stock's still growing at a decent clip, 8%. Still a disruptor.
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Facebook (FB-Q)
March 11, 2020
In times like this, look at areas that have been completely smashed. You also want to own the best companies in the world that have sold off with the market. Stock's still growing at a decent clip, 8%. Still a disruptor.
WAIT
WAIT
March 3, 2020

Talked about launching Libra, an interesting form of cryptocurrency. Washington read them the riot act on it, so institutions that were interested backed away. A great business, benefiting from online advertising. He prefers Google. Had a pretty good run, so hold off on buying. Good, solid free cashflow and business.

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Facebook (FB-Q)
March 3, 2020

Talked about launching Libra, an interesting form of cryptocurrency. Washington read them the riot act on it, so institutions that were interested backed away. A great business, benefiting from online advertising. He prefers Google. Had a pretty good run, so hold off on buying. Good, solid free cashflow and business.

TOP PICK
TOP PICK
February 27, 2020
One of his favourite names in the FANG space. 90% of revenues from advertising. 32% growth rate in the last 5 years. Earnings also growing at 30%. 21 consecutive quarters of positive earnings. No dividend. (Analysts’ price target is $246.52)
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Facebook (FB-Q)
February 27, 2020
One of his favourite names in the FANG space. 90% of revenues from advertising. 32% growth rate in the last 5 years. Earnings also growing at 30%. 21 consecutive quarters of positive earnings. No dividend. (Analysts’ price target is $246.52)
COMMENT
COMMENT
February 24, 2020
$195 is the first line he'd like at--will FB stay above it? $170 is the next line. If this goes sideways at $195, then enter it. The other level is $160, so if it falls below that, then sell.
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Facebook (FB-Q)
February 24, 2020
$195 is the first line he'd like at--will FB stay above it? $170 is the next line. If this goes sideways at $195, then enter it. The other level is $160, so if it falls below that, then sell.
HOLD
HOLD
February 14, 2020
He thinks now is the time to consider setting an upward target -- his is $248. You could buy it here. There expense growth has been exceeding their revenue growth, which was in line with expectations due to privacy requirements. As an election year, he expects some big advertising revenues. A hold for now.
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Facebook (FB-Q)
February 14, 2020
He thinks now is the time to consider setting an upward target -- his is $248. You could buy it here. There expense growth has been exceeding their revenue growth, which was in line with expectations due to privacy requirements. As an election year, he expects some big advertising revenues. A hold for now.
TOP PICK
TOP PICK
February 11, 2020
He owns all the big tech names. Loves Facebook and sees no other app dethroning it. Their services (Instagram and Whatsapp) are amazing, and there's tons of monetization to come, especially in Whatsapp. ROI for ads on Facebook and Instagram are among the highest in the industry. (Analysts’ price target is $245.67)
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Facebook (FB-Q)
February 11, 2020
He owns all the big tech names. Loves Facebook and sees no other app dethroning it. Their services (Instagram and Whatsapp) are amazing, and there's tons of monetization to come, especially in Whatsapp. ROI for ads on Facebook and Instagram are among the highest in the industry. (Analysts’ price target is $245.67)
BUY WEAKNESS
BUY WEAKNESS
February 3, 2020
It just fell to $205, his correction target. Unfortunately, it's broken below that, so support is now $190. If it holds that level, he still likes FB and would add to it. He likes to see new all-time highs, which is what happened to FB.
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Facebook (FB-Q)
February 3, 2020
It just fell to $205, his correction target. Unfortunately, it's broken below that, so support is now $190. If it holds that level, he still likes FB and would add to it. He likes to see new all-time highs, which is what happened to FB.
DON'T BUY
DON'T BUY
January 30, 2020
Their driver is advertising. With economic slowdown advertising is the first thing to get hit, so he could see it sliding.
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Facebook (FB-Q)
January 30, 2020
Their driver is advertising. With economic slowdown advertising is the first thing to get hit, so he could see it sliding.
PAST TOP PICK
PAST TOP PICK
January 29, 2020
(A Top Pick Feb 06/19, Up 31%) They beat on revenues and earnings today, but not good enough for the street. Don't get caught up on one day's reaction (FB is selling off after hours). True, costs rose, but they're doing that to combat fake posts, something the street urges them to do, yet the street is punishing them. That's incredible and nonsensical. FB remains a huge holding of his and he's happy to hang on.
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Facebook (FB-Q)
January 29, 2020
(A Top Pick Feb 06/19, Up 31%) They beat on revenues and earnings today, but not good enough for the street. Don't get caught up on one day's reaction (FB is selling off after hours). True, costs rose, but they're doing that to combat fake posts, something the street urges them to do, yet the street is punishing them. That's incredible and nonsensical. FB remains a huge holding of his and he's happy to hang on.
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%.
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