NASDAQ:FB

230.16
2.56 (1.10%)
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
April 21, 2015

Really admires the company. Has done an outstanding job. Has owned this off and on and wishes he had never sold. They have done a fantastic job of growing the business. Thinks virtual reality is going to be a big thing, not just for gaming but also for shopping, education and training. Has a very large ecosystem of people and are able to monetize it. Trading at a rich valuation, but not at an outrageous one.

Show full opinionHide full opinion
Facebook (FB-Q)
April 21, 2015

Really admires the company. Has done an outstanding job. Has owned this off and on and wishes he had never sold. They have done a fantastic job of growing the business. Thinks virtual reality is going to be a big thing, not just for gaming but also for shopping, education and training. Has a very large ecosystem of people and are able to monetize it. Trading at a rich valuation, but not at an outrageous one.

BUY
BUY
March 23, 2015

A nice breakout. From a seasonable standpoint it is not something he would be interested in but from a technical point of view it looks strong. If it breaks below $83 it would be time to step out.

Show full opinionHide full opinion
Facebook (FB-Q)
March 23, 2015

A nice breakout. From a seasonable standpoint it is not something he would be interested in but from a technical point of view it looks strong. If it breaks below $83 it would be time to step out.

TOP PICK
TOP PICK
February 25, 2015

Has been looking at this for a long time and what put him over the top was the sheer size of having 1.39 billion in monthly average users. Some of their purchases such as Instagram and Messenger are doing incredibly well. Also, the advertising trends are very exciting. Mobile for example, which grew 100% year-over-year, is leading the way from an advertising standpoint with Facebook. However, when you look at the statistics, 25% of the US adult media time is done on Mobile, yet only 11% of advertising dollars are aimed at Mobile. There is a lot of room to catch up, so that will be in favour for Facebook. He sees another Google coming along.

Show full opinionHide full opinion
Facebook (FB-Q)
February 25, 2015

Has been looking at this for a long time and what put him over the top was the sheer size of having 1.39 billion in monthly average users. Some of their purchases such as Instagram and Messenger are doing incredibly well. Also, the advertising trends are very exciting. Mobile for example, which grew 100% year-over-year, is leading the way from an advertising standpoint with Facebook. However, when you look at the statistics, 25% of the US adult media time is done on Mobile, yet only 11% of advertising dollars are aimed at Mobile. There is a lot of room to catch up, so that will be in favour for Facebook. He sees another Google coming along.

COMMENT
COMMENT
February 18, 2015

Had owned this shortly after the IPO. A great story and the execution has been very, very strong. However, it is way too expensive at these prices.

Show full opinionHide full opinion
Facebook (FB-Q)
February 18, 2015

Had owned this shortly after the IPO. A great story and the execution has been very, very strong. However, it is way too expensive at these prices.

PAST TOP PICK
PAST TOP PICK
February 9, 2015

(Top Pick Oct 18/14, Up 37.18%) When you have 25% of your users’ time and only 4% of ad revenues you have an asymmetric risk and it is in your favour. There is still a fair amount of upside. Their advertising model works very well. The return on their customers’ investment is very high.

Show full opinionHide full opinion
Facebook (FB-Q)
February 9, 2015

(Top Pick Oct 18/14, Up 37.18%) When you have 25% of your users’ time and only 4% of ad revenues you have an asymmetric risk and it is in your favour. There is still a fair amount of upside. Their advertising model works very well. The return on their customers’ investment is very high.

DON'T BUY
DON'T BUY
October 1, 2014

No dividend. They did this recent acquisition, paid for it out of stock. That is a powerful signal that shares are grossly overvalued.

Show full opinionHide full opinion
Facebook (FB-Q)
October 1, 2014

No dividend. They did this recent acquisition, paid for it out of stock. That is a powerful signal that shares are grossly overvalued.

HOLD
HOLD
September 22, 2014

He was skeptical about this when it went public. However, has been very impressed with their success in monetizing, particularly mobile platforms. There is a lot of competition in the social/media space and there are always new things coming up. Next earnings come out on Oct 28, which may surprise on the upside.

Show full opinionHide full opinion
Facebook (FB-Q)
September 22, 2014

He was skeptical about this when it went public. However, has been very impressed with their success in monetizing, particularly mobile platforms. There is a lot of competition in the social/media space and there are always new things coming up. Next earnings come out on Oct 28, which may surprise on the upside.

COMMENT
COMMENT
September 17, 2014

His model price is $41, a 46% downside. His issue with this company is that they bought WhatsUp for $19 billion. That will double the assets of the company, which will probably have a big impact on his model price calculation. He is waiting for the completion of this.

Show full opinionHide full opinion
Facebook (FB-Q)
September 17, 2014

His model price is $41, a 46% downside. His issue with this company is that they bought WhatsUp for $19 billion. That will double the assets of the company, which will probably have a big impact on his model price calculation. He is waiting for the completion of this.

COMMENT
COMMENT
August 26, 2014

Whenever he buys a stock, he always chooses an initial Sell target. That grounds him from the get-go. This company did very much what he expected when they IPO’d a few years ago. In the majority of the cases, a year later, the stock is down in value. This is a leader in its field. He doesn’t follow this company, but does like leaders.

Show full opinionHide full opinion
Facebook (FB-Q)
August 26, 2014

Whenever he buys a stock, he always chooses an initial Sell target. That grounds him from the get-go. This company did very much what he expected when they IPO’d a few years ago. In the majority of the cases, a year later, the stock is down in value. This is a leader in its field. He doesn’t follow this company, but does like leaders.

COMMENT
COMMENT
August 20, 2014

Looking very interesting. 1.35 billion active users and 1.4 million advertisers. They are becoming more than what we saw them as, a social media, and are really getting a lot of traction on the advertising side. Looks like they could be another Google (GOOGL-Q) so there is good opportunity. The downside is that they are trading at $75 and have $1.50 in earnings, so the multiple is extreme. With these situations, you generally see companies growing into their earnings. Watching it carefully.

Show full opinionHide full opinion
Facebook (FB-Q)
August 20, 2014

Looking very interesting. 1.35 billion active users and 1.4 million advertisers. They are becoming more than what we saw them as, a social media, and are really getting a lot of traction on the advertising side. Looks like they could be another Google (GOOGL-Q) so there is good opportunity. The downside is that they are trading at $75 and have $1.50 in earnings, so the multiple is extreme. With these situations, you generally see companies growing into their earnings. Watching it carefully.

BUY WEAKNESS
BUY WEAKNESS
August 19, 2014

She is a value investor. This one is a tough one because it trades at a very high multiple. If they miss a little on quarterly results, the stock can be harshly punished. It is hard to judge the downside on this name. It will likely be around in the next couple of years. She would wait for a pull back.

Show full opinionHide full opinion
Facebook (FB-Q)
August 19, 2014

She is a value investor. This one is a tough one because it trades at a very high multiple. If they miss a little on quarterly results, the stock can be harshly punished. It is hard to judge the downside on this name. It will likely be around in the next couple of years. She would wait for a pull back.

COMMENT
COMMENT
July 25, 2014

Twitter (TWTR-N) or Facebook (FB-Q)? All of these properties have not really demonstrated how to make sustainable money. His sense is that this one will ultimately be acquired by someone and will have to come up with an engine of sustainable growth. Feels that Twitter has value. It’s a community, but how do you monetize a community? This is not a long-term hold. Here today and gone tomorrow.

Show full opinionHide full opinion
Facebook (FB-Q)
July 25, 2014

Twitter (TWTR-N) or Facebook (FB-Q)? All of these properties have not really demonstrated how to make sustainable money. His sense is that this one will ultimately be acquired by someone and will have to come up with an engine of sustainable growth. Feels that Twitter has value. It’s a community, but how do you monetize a community? This is not a long-term hold. Here today and gone tomorrow.

COMMENT
COMMENT
July 24, 2014

Just hit a record high. Wasn’t sure that it was going to be the company that would have the staying power to be the next Google (GOOGL-Q), etc. However, it has 1.3 billion users and 1.4 million advertisers. Mobility is just growing in leaps and bounds. Looks very interesting.

Show full opinionHide full opinion
Facebook (FB-Q)
July 24, 2014

Just hit a record high. Wasn’t sure that it was going to be the company that would have the staying power to be the next Google (GOOGL-Q), etc. However, it has 1.3 billion users and 1.4 million advertisers. Mobility is just growing in leaps and bounds. Looks very interesting.

COMMENT
COMMENT
July 23, 2014

Twitter (TWTR-N) or Facebook (FB-N)? Feels that the social media names have stretched valuations. It’s such a new phenomenon; it is hard to tell where the earnings are going to come and how they are going to monetize things. This one is in the 3rd inning where Twitter is only in the 1st inning. This one is getting its earnings going, and valuations look a little bit better. Earnings were strong today on the mobile side, and they are executing well. This would be his choice over the two. Neither of these fit the profile of his portfolios.

Show full opinionHide full opinion
Facebook (FB-Q)
July 23, 2014

Twitter (TWTR-N) or Facebook (FB-N)? Feels that the social media names have stretched valuations. It’s such a new phenomenon; it is hard to tell where the earnings are going to come and how they are going to monetize things. This one is in the 3rd inning where Twitter is only in the 1st inning. This one is getting its earnings going, and valuations look a little bit better. Earnings were strong today on the mobile side, and they are executing well. This would be his choice over the two. Neither of these fit the profile of his portfolios.

COMMENT
COMMENT
July 18, 2014

Somewhat of a unique business proposition, because this has got innovations that have proven to be able to generate revenues. The issue is that the multiple is so high. As a GARP investor it is difficult for him to rationalize this one. Expects you could see a good 10%-15% reasonable result from here.

Show full opinionHide full opinion
Facebook (FB-Q)
July 18, 2014

Somewhat of a unique business proposition, because this has got innovations that have proven to be able to generate revenues. The issue is that the multiple is so high. As a GARP investor it is difficult for him to rationalize this one. Expects you could see a good 10%-15% reasonable result from here.

Showing 361 to 375 of 456 entries