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.
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Analysis and Opinions about FB-Q

Signal
Opinion
Expert
COMMENT
COMMENT
January 29, 2014

Earnings were fabulous. On past shows he has shied away waiting for greater certainty. That is starting to happen. They are executing well. The big question was whether they were going to be able to make the transformation from a social media juggernaut to an advertising model. Have been doing extremely well with it. Mobility now makes up 53% of their advertising revenues. Growing at a very fast pace. The caveat is their price, which is trading at 45X earnings. At some point, fundamentals are going to have to grow at a faster rate than their price to bring down that multiple to something more reasonable.

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Facebook (FB-Q)
January 29, 2014

Earnings were fabulous. On past shows he has shied away waiting for greater certainty. That is starting to happen. They are executing well. The big question was whether they were going to be able to make the transformation from a social media juggernaut to an advertising model. Have been doing extremely well with it. Mobility now makes up 53% of their advertising revenues. Growing at a very fast pace. The caveat is their price, which is trading at 45X earnings. At some point, fundamentals are going to have to grow at a faster rate than their price to bring down that multiple to something more reasonable.

DON'T BUY
DON'T BUY
January 10, 2014

This falls into the growth stock category but she is conscious to not overpay for it. Trading at 69X earnings, which is too expensive for her. Feels this is a pretty dangerous game because if the growth isn’t there to justify what people expect, you get the share price coming off. Daily usage by early teens is sort of dropping off, which is a concern in their high multiple.

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Facebook (FB-Q)
January 10, 2014

This falls into the growth stock category but she is conscious to not overpay for it. Trading at 69X earnings, which is too expensive for her. Feels this is a pretty dangerous game because if the growth isn’t there to justify what people expect, you get the share price coming off. Daily usage by early teens is sort of dropping off, which is a concern in their high multiple.

DON'T BUY
DON'T BUY
December 27, 2013

An expensive stock. Also, he is not sure how people or companies being on Facebook, translates into revenue all the time for them going forward.

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Facebook (FB-Q)
December 27, 2013

An expensive stock. Also, he is not sure how people or companies being on Facebook, translates into revenue all the time for them going forward.

PAST TOP PICK
PAST TOP PICK
November 29, 2013

(A Top Pick Nov 26/12. Up 81.23%.) This was never in his fund and had not qualified but there is ownership in his firm. He would be a buyer at this price..

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Facebook (FB-Q)
November 29, 2013

(A Top Pick Nov 26/12. Up 81.23%.) This was never in his fund and had not qualified but there is ownership in his firm. He would be a buyer at this price..

DON'T BUY
DON'T BUY
November 20, 2013

Has done a tremendous job with millions of active users, but you are trading at 60 times earnings. It is a glamour stock. She is on the sidelines. Daily user activity amongst teenagers has actually declined. Huge red flag.

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Facebook (FB-Q)
November 20, 2013

Has done a tremendous job with millions of active users, but you are trading at 60 times earnings. It is a glamour stock. She is on the sidelines. Daily user activity amongst teenagers has actually declined. Huge red flag.

DON'T BUY
DON'T BUY
November 13, 2013

Twitter (TWTR-N) or Facebook (FB-Q)? He is going to throw a curve on this one. Buy Google (GOOG-Q) instead. These 2 are wonderful companies and is very exciting that they have gone public. This is the new society that we live in and it is wonderful that these companies are going public, but we have to be very careful with their money and make sure we are grounded in terms of our investments. At best, these companies are growing into their valuation and it may take a good long time to do it, if they do it.

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Facebook (FB-Q)
November 13, 2013

Twitter (TWTR-N) or Facebook (FB-Q)? He is going to throw a curve on this one. Buy Google (GOOG-Q) instead. These 2 are wonderful companies and is very exciting that they have gone public. This is the new society that we live in and it is wonderful that these companies are going public, but we have to be very careful with their money and make sure we are grounded in terms of our investments. At best, these companies are growing into their valuation and it may take a good long time to do it, if they do it.

HOLD
HOLD
October 28, 2013

Had a bad IPO. Comfortable buying it back in the $20s. He modeled it out very conservatively and now targets in the high $40s. He is holding it and their future roll out of video could really boost revenues.

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Facebook (FB-Q)
October 28, 2013

Had a bad IPO. Comfortable buying it back in the $20s. He modeled it out very conservatively and now targets in the high $40s. He is holding it and their future roll out of video could really boost revenues.

DON'T BUY
DON'T BUY
October 21, 2013

Doesn’t believe it will ever materialize into the revenues that some people believe they will. It would have to be speculative money because it could correct 30-40%.

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Facebook (FB-Q)
October 21, 2013

Doesn’t believe it will ever materialize into the revenues that some people believe they will. It would have to be speculative money because it could correct 30-40%.

DON'T BUY
DON'T BUY
October 21, 2013

There is always going to be advertizing dollar competition and Twitter and Google are doing that. He would go for Google. They have been on a momentum tare. Google is the senior one and is doing it rather than having the promise of doing it.

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Facebook (FB-Q)
October 21, 2013

There is always going to be advertizing dollar competition and Twitter and Google are doing that. He would go for Google. They have been on a momentum tare. Google is the senior one and is doing it rather than having the promise of doing it.

TOP PICK
TOP PICK
October 18, 2013

Likes it. Has doubled in 6 months when he last recommended it. Impressions are great. Return on investment to the customers are about 4 times. He is seeing numbers as high as 20 times. This and Google are probably your two best companies to capitalize on mobile impressions. FB can start charging more now. 20% of time on Internet is with Facebook.

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Facebook (FB-Q)
October 18, 2013

Likes it. Has doubled in 6 months when he last recommended it. Impressions are great. Return on investment to the customers are about 4 times. He is seeing numbers as high as 20 times. This and Google are probably your two best companies to capitalize on mobile impressions. FB can start charging more now. 20% of time on Internet is with Facebook.

DON'T BUY
DON'T BUY
October 17, 2013

Serious momentum in the last month and a half. Is a momentum name so doesn’t fit his formula. It’s a bit too rich. Watch out for significant costs over the next few years to build out. It’s a new world so you understand as much as you can about this sector. Thinks Twitter IPO will come out on pace with FB but he probably won’t buy it.

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Facebook (FB-Q)
October 17, 2013

Serious momentum in the last month and a half. Is a momentum name so doesn’t fit his formula. It’s a bit too rich. Watch out for significant costs over the next few years to build out. It’s a new world so you understand as much as you can about this sector. Thinks Twitter IPO will come out on pace with FB but he probably won’t buy it.

HOLD
HOLD
October 11, 2013

Thought it was undervalued a little when it was starting to get the mobile revenue coming in, but he is a little astounded at how well the stock has acted. He is still Holding and hasn’t added recently. Thinks they have a good market niche. To own this one, you really have to believe in the future.

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Facebook (FB-Q)
October 11, 2013

Thought it was undervalued a little when it was starting to get the mobile revenue coming in, but he is a little astounded at how well the stock has acted. He is still Holding and hasn’t added recently. Thinks they have a good market niche. To own this one, you really have to believe in the future.

TOP PICK
TOP PICK
October 10, 2013

Buy the stock and Sell Dec $52.50 calls at about $3.30. The option premiums on this stock are very expensive right now. If it is called away, your return is about 10% over the next 3 months. You have some downside protection, so you reduce your costs down to about $45.70.

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Facebook (FB-Q)
October 10, 2013

Buy the stock and Sell Dec $52.50 calls at about $3.30. The option premiums on this stock are very expensive right now. If it is called away, your return is about 10% over the next 3 months. You have some downside protection, so you reduce your costs down to about $45.70.

DON'T BUY
DON'T BUY
October 8, 2013

There is no question that they have a lot of viewership and are monetizing but valuation is very high. Very competitive space. Had a big, big run and there will be more insiders selling as the lockups come off. He’d rather own Google (GOOG-Q) that is trading at a very reasonable price multiple of around 17 times.

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Facebook (FB-Q)
October 8, 2013

There is no question that they have a lot of viewership and are monetizing but valuation is very high. Very competitive space. Had a big, big run and there will be more insiders selling as the lockups come off. He’d rather own Google (GOOG-Q) that is trading at a very reasonable price multiple of around 17 times.

COMMENT
COMMENT
October 2, 2013

He wouldn’t regard this one as an investment, but more of a trading stock. Chart shows a sideways move from December to July followed by a breakout. If you are trading, you can use short-term moving averages. As a day trader, you would be looking at 15 minute charts. The patterns on these are the same as you would see on a daily, weekly or monthly charts.

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Facebook (FB-Q)
October 2, 2013

He wouldn’t regard this one as an investment, but more of a trading stock. Chart shows a sideways move from December to July followed by a breakout. If you are trading, you can use short-term moving averages. As a day trader, you would be looking at 15 minute charts. The patterns on these are the same as you would see on a daily, weekly or monthly charts.

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