NASDAQ:FB

306.18
1.64 (0.53%)
Facebook is an American for-profit corporation and an online social media and social networking service based in Menlo Park, California.
More at Wikipedia

Analysis and Opinions about FB-Q

Signal
Opinion
Expert
BUY
BUY
January 13, 2021

One of his top holdings. Not expensive. 24x earnings for 20-25% growth. Will benefit from long-term secular trend of more digital ads. Regulatory risks won't have a meaningful impact on earnings. If he had to choose between this and Google, he'd choose FB by a hair.

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Facebook (FB-Q)
January 13, 2021

One of his top holdings. Not expensive. 24x earnings for 20-25% growth. Will benefit from long-term secular trend of more digital ads. Regulatory risks won't have a meaningful impact on earnings. If he had to choose between this and Google, he'd choose FB by a hair.

Stan Wong
Price
$252.210
Owned
Yes
BUY
BUY
January 13, 2021
The numbers are great, but the numbers are down because of politics. Don't worry about that. Still good.
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Facebook (FB-Q)
January 13, 2021
The numbers are great, but the numbers are down because of politics. Don't worry about that. Still good.
Jim Cramer - Mad Money
Price
$251.590
Owned
Unknown
BUY
BUY
December 23, 2020

Great entry point around $270. Has had media headwinds from Apple and DoJ. 12-month price target of $321. Metrics come up favourably every time.

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Facebook (FB-Q)
December 23, 2020

Great entry point around $270. Has had media headwinds from Apple and DoJ. 12-month price target of $321. Metrics come up favourably every time.

Kim Bolton
Price
$271.960
Owned
Yes
BUY
BUY
December 22, 2020
The anti-Facebook battle from Washington won't effect the stock, but this will drag on for a while as a political football. FB is a core advertising platform for many companies. Even if Facebook is forced to break up, it probably won't have a big, negative impact on the pieces.
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Facebook (FB-Q)
December 22, 2020
The anti-Facebook battle from Washington won't effect the stock, but this will drag on for a while as a political football. FB is a core advertising platform for many companies. Even if Facebook is forced to break up, it probably won't have a big, negative impact on the pieces.
Lorne Steinberg
Price
$267.550
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
December 21, 2020
(A Top Pick Dec 16/19, Up 36%) It looked like their revenues would be flat but they are up 22%. FB users increased 9-12%. They grow at a 20% clip. It is still attractive.
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Facebook (FB-Q)
December 21, 2020
(A Top Pick Dec 16/19, Up 36%) It looked like their revenues would be flat but they are up 22%. FB users increased 9-12%. They grow at a 20% clip. It is still attractive.
Teal Linde
Price
$272.960
Owned
Yes
BUY
BUY
December 18, 2020
Has owned it for a long time. They are one of the advertising giants. They had a great quarter. Trading at 22x 2022 earnings. Not bad for modelled growth of 28% EPS. It is a slam dunk. The risk is anti-trust regulations. He believes they will be okay and he is adding to the name.
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Facebook (FB-Q)
December 18, 2020
Has owned it for a long time. They are one of the advertising giants. They had a great quarter. Trading at 22x 2022 earnings. Not bad for modelled growth of 28% EPS. It is a slam dunk. The risk is anti-trust regulations. He believes they will be okay and he is adding to the name.
Greg Newman
Price
$276.800
Owned
Yes
BUY
BUY
December 16, 2020
He's buying now. In the long-term, the risk is higher that you don't get in, rather than trying to get it at the cheapest price. Buy now. Appreciation will be meaningful.
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Facebook (FB-Q)
December 16, 2020
He's buying now. In the long-term, the risk is higher that you don't get in, rather than trying to get it at the cheapest price. Buy now. Appreciation will be meaningful.
Gordon Reid
Price
$275.650
Owned
Yes
BUY
BUY
December 10, 2020
Subject of anti-trust. Nothing new. These lawsuits are difficult to win and go on for years. He's not overly concerned, and neither is the market. More interesting is its responsibility to monitor site content. Enormous following.
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Facebook (FB-Q)
December 10, 2020
Subject of anti-trust. Nothing new. These lawsuits are difficult to win and go on for years. He's not overly concerned, and neither is the market. More interesting is its responsibility to monitor site content. Enormous following.
David Baskin
Price
$276.090
Owned
Yes
PAST TOP PICK
PAST TOP PICK
December 1, 2020
(A Top Pick Nov 28/19, Up 41%) They're figuring out how to monetize their assets. Target of about $315 over the next year.
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Facebook (FB-Q)
December 1, 2020
(A Top Pick Nov 28/19, Up 41%) They're figuring out how to monetize their assets. Target of about $315 over the next year.
Bruce Murray
Price
$287.945
Owned
Yes
BUY
BUY
November 30, 2020
Advertising on this platform remains a bargain for small/medium-sized business. Also, FB has plans to move into its own currency. FAANG stocks have had a tremendous run this year, but he disagrees that they are due to decline. FB will endure.
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Facebook (FB-Q)
November 30, 2020
Advertising on this platform remains a bargain for small/medium-sized business. Also, FB has plans to move into its own currency. FAANG stocks have had a tremendous run this year, but he disagrees that they are due to decline. FB will endure.
Jim Cramer - Mad Money
Price
$276.970
Owned
Unknown
TOP PICK
TOP PICK
November 23, 2020
They moved past their data privacy issues. It has gotten back on the offensive as an e-commerce power house. It is replacing classified adds. There is a lot of monetization potential across all its platforms. It has great free cash flow. There is lots of value. It will find lots of ways to grow in the future. (Analysts’ price target is $323.17)
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Facebook (FB-Q)
November 23, 2020
They moved past their data privacy issues. It has gotten back on the offensive as an e-commerce power house. It is replacing classified adds. There is a lot of monetization potential across all its platforms. It has great free cash flow. There is lots of value. It will find lots of ways to grow in the future. (Analysts’ price target is $323.17)
Jamie Murray
Price
$268.600
Owned
Yes
PAST TOP PICK
PAST TOP PICK
November 19, 2020
(A Top Pick Nov 21/19, Up 36%) One of his preferred names in tech. Continues to add positions. It has more usage time than any other social network. It is important for advertisers. Revenue growth is expected to exceed 20%. Trading at 1x PEG, 27x forward earnings. Anti-trust may be a headwind but the split government makes this harder.
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Facebook (FB-Q)
November 19, 2020
(A Top Pick Nov 21/19, Up 36%) One of his preferred names in tech. Continues to add positions. It has more usage time than any other social network. It is important for advertisers. Revenue growth is expected to exceed 20%. Trading at 1x PEG, 27x forward earnings. Anti-trust may be a headwind but the split government makes this harder.
Stan Wong
Price
$272.020
Owned
Yes
PAST TOP PICK
PAST TOP PICK
November 16, 2020
(A Top Pick Nov 11/19, Up 45%) The outlook for advertising looked bad in the spring but now the revenue estimates have gone back up. It has been a huge comeback. It is still attractive and he considers it a buy.
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Facebook (FB-Q)
November 16, 2020
(A Top Pick Nov 11/19, Up 45%) The outlook for advertising looked bad in the spring but now the revenue estimates have gone back up. It has been a huge comeback. It is still attractive and he considers it a buy.
Teal Linde
Price
$279.090
Owned
Yes
BUY
BUY
November 4, 2020
It delivered a fine quarterly just last week with decent numbers from its core business plus good performance in its small business initiative, great average monthly users and good growth in Whatsapp. Negative forecasts and margin pressure? He read the report and didn't find those. Yet, FB was punished by clueless investors. This week, especially today, it's bounced back in the election rally.
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Facebook (FB-Q)
November 4, 2020
It delivered a fine quarterly just last week with decent numbers from its core business plus good performance in its small business initiative, great average monthly users and good growth in Whatsapp. Negative forecasts and margin pressure? He read the report and didn't find those. Yet, FB was punished by clueless investors. This week, especially today, it's bounced back in the election rally.
Jim Cramer - Mad Money
Price
$287.380
Owned
Unknown
BUY
BUY
October 26, 2020
He continues to like it here. Digital advertising continues to grow. They are doing a bunch of the right things. Digital animadverting will continue to grow.
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Facebook (FB-Q)
October 26, 2020
He continues to like it here. Digital advertising continues to grow. They are doing a bunch of the right things. Digital animadverting will continue to grow.
Paul Harris, CFA
Price
$275.230
Owned
Yes
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