NASDAQ:FB

228.09
4.11 (1.77%)
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

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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.
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.

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.
COMMENT
COMMENT
August 27, 2019

Facebook vs Alphabet? He definitely prefers Alphabet as it is the dominate player in the online advertising space. It trades at only 20 times earnings and growing at 20% per year. A company of this stature with no debt and lots of cash. They will be buying back stock.

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Facebook (FB-Q)
August 27, 2019

Facebook vs Alphabet? He definitely prefers Alphabet as it is the dominate player in the online advertising space. It trades at only 20 times earnings and growing at 20% per year. A company of this stature with no debt and lots of cash. They will be buying back stock.

WEAK BUY
WEAK BUY
August 2, 2019
The stock that has been performing better than other FAANG stocks and has come back up to where they were before December. Risky, so if you double your money, sell half. If the market corrects, this could go down more than the general market.
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Facebook (FB-Q)
August 2, 2019
The stock that has been performing better than other FAANG stocks and has come back up to where they were before December. Risky, so if you double your money, sell half. If the market corrects, this could go down more than the general market.
TOP PICK
TOP PICK
July 30, 2019
A core holding for him. It has come through tough times this year. He thinks it is headed to $250 per share next year. Yield 0% (Analysts’ price target is $230.73)
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Facebook (FB-Q)
July 30, 2019
A core holding for him. It has come through tough times this year. He thinks it is headed to $250 per share next year. Yield 0% (Analysts’ price target is $230.73)
BUY
BUY
July 30, 2019

Great earnings, but some media attack it. No other company engages 2.5 billion people daily and keeps creating platforms for more engagement. They stumbled and got punished. They need to increase their PR efforts. He still likes it.

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Facebook (FB-Q)
July 30, 2019

Great earnings, but some media attack it. No other company engages 2.5 billion people daily and keeps creating platforms for more engagement. They stumbled and got punished. They need to increase their PR efforts. He still likes it.

BUY WEAKNESS
BUY WEAKNESS
July 29, 2019
Facebook did not do anything to help themselves with the Libre announcement. His model price is $166.
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Facebook (FB-Q)
July 29, 2019
Facebook did not do anything to help themselves with the Libre announcement. His model price is $166.
DON'T BUY
DON'T BUY
July 25, 2019

Avoid. Better tech companies, such as Microsoft and Google. Economics are phenomenal, but the optics are not good. They're going to be under pressure.

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Facebook (FB-Q)
July 25, 2019

Avoid. Better tech companies, such as Microsoft and Google. Economics are phenomenal, but the optics are not good. They're going to be under pressure.

BUY
BUY
July 22, 2019
They report on Wednesday. He's underweight FB. The options bets this week are bullish. Technicals look good and FB has a solid track record of breaking earnings. FB is a good long-term investment.
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Facebook (FB-Q)
July 22, 2019
They report on Wednesday. He's underweight FB. The options bets this week are bullish. Technicals look good and FB has a solid track record of breaking earnings. FB is a good long-term investment.
BUY
BUY
July 9, 2019
Up 60% since Xmas Eve FB is still top of the social media heap. He would still buy at current levels.
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Facebook (FB-Q)
July 9, 2019
Up 60% since Xmas Eve FB is still top of the social media heap. He would still buy at current levels.
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