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.
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Analysis and Opinions about FB-Q

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
October 23, 2020
(A Top Pick Oct 17/19, Up 47%) The stock has done very well. DOJ action does not seem to affect these stocks. These companies are core needs within our society and is the backbone of what we do. In whatever form, these will be successful. Facebook counts 1/3 of the world population as a monthly active user. The fundamentals are also rising so valuations are not getting stretched.
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Facebook (FB-Q)
October 23, 2020
(A Top Pick Oct 17/19, Up 47%) The stock has done very well. DOJ action does not seem to affect these stocks. These companies are core needs within our society and is the backbone of what we do. In whatever form, these will be successful. Facebook counts 1/3 of the world population as a monthly active user. The fundamentals are also rising so valuations are not getting stretched.
Gordon Reid
Price
$284.930
Owned
Yes
BUY
BUY
October 23, 2020
Several big tech names report next week, but he expects this to be a winner. It popped today. FB is led by Instagram Shops, a brilliant idea to help small businesses operate online.
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Facebook (FB-Q)
October 23, 2020
Several big tech names report next week, but he expects this to be a winner. It popped today. FB is led by Instagram Shops, a brilliant idea to help small businesses operate online.
Jim Cramer - Mad Money
Price
$284.790
Owned
Unknown
BUY
BUY
October 12, 2020
Loves their shops initiative (Facebook Store) which boosts small and medium businesses. The heat from Washington has come down on FB since FB became an e-commerce facilitator.
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Facebook (FB-Q)
October 12, 2020
Loves their shops initiative (Facebook Store) which boosts small and medium businesses. The heat from Washington has come down on FB since FB became an e-commerce facilitator.
Jim Cramer - Mad Money
Price
$275.750
Owned
Unknown
TOP PICK
TOP PICK
September 23, 2020
Likes the deal with Reliance, the cell phone operator in India. Will drive further revenue growth. Moving full-on with e-commerce in India. Will provide attractive mediums for businesses to attract consumers. Great long-term hold. No dividend. (Analysts’ price target is $288.00)
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Facebook (FB-Q)
September 23, 2020
Likes the deal with Reliance, the cell phone operator in India. Will drive further revenue growth. Moving full-on with e-commerce in India. Will provide attractive mediums for businesses to attract consumers. Great long-term hold. No dividend. (Analysts’ price target is $288.00)
WAIT
WAIT
August 26, 2020

Number 2 or 3 name in his portfolio, next to Microsoft. People are moving more online with Instagram, etc. Growing advertiser base. Shares are extended, as they hit an all-time high today. Wait a bit, or take just a small position now. 33x earnings, 23% long term growth rate. Great value. Strong double digit revenue growth rate.

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Facebook (FB-Q)
August 26, 2020

Number 2 or 3 name in his portfolio, next to Microsoft. People are moving more online with Instagram, etc. Growing advertiser base. Shares are extended, as they hit an all-time high today. Wait a bit, or take just a small position now. 33x earnings, 23% long term growth rate. Great value. Strong double digit revenue growth rate.

Stan Wong
Price
$297.020
Owned
Yes
BUY
BUY
August 24, 2020
One of his biggest holdings and he sees more upside. When business recovers, this will be a big beneficiary. The threat of anti-trust action by Washington is real, however, it's politically easy to target big tech companies making money. Likely, Washington will fine these companies that they can easily pay and the politicians will target something else.
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Facebook (FB-Q)
August 24, 2020
One of his biggest holdings and he sees more upside. When business recovers, this will be a big beneficiary. The threat of anti-trust action by Washington is real, however, it's politically easy to target big tech companies making money. Likely, Washington will fine these companies that they can easily pay and the politicians will target something else.
Bruce Murray
Price
$270.170
Owned
Yes
BUY
BUY
July 27, 2020
FB has many levers to pull. Their platform is only partially monetized. Small/medium-sized businesses have been adding services in droves; FB could become a commerce website is significant. Their platforms all have massive user bases. The stock isn't technically stretched now. Sure, there are worries over regulation, but regulation would take years to happen. Now at $232 is a great entry point. A pullback is possible, too.
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Facebook (FB-Q)
July 27, 2020
FB has many levers to pull. Their platform is only partially monetized. Small/medium-sized businesses have been adding services in droves; FB could become a commerce website is significant. Their platforms all have massive user bases. The stock isn't technically stretched now. Sure, there are worries over regulation, but regulation would take years to happen. Now at $232 is a great entry point. A pullback is possible, too.
David Burrows
Price
$233.720
Owned
Yes
BUY
BUY
July 23, 2020
You haven't missed the boat. You've just given up a bit of opportunity. Concentrate on the future, and less on the past. Continues to like it. Reasonable multiple PEG ratio of 1. Good solid growth. Lots of assets that haven't yet been monitized. FB will change with the privacy regulations.
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Facebook (FB-Q)
July 23, 2020
You haven't missed the boat. You've just given up a bit of opportunity. Concentrate on the future, and less on the past. Continues to like it. Reasonable multiple PEG ratio of 1. Good solid growth. Lots of assets that haven't yet been monitized. FB will change with the privacy regulations.
Gordon Reid
Price
$233.155
Owned
Unknown
DON'T BUY
DON'T BUY
July 16, 2020

Issues of privacy and hate mail. Online advertising is a continuing trend, but she's chosen Alphabet instead. FB has to keep spending money to deal with these regulatory issues. You want a very strong balance sheet. Alphabet has net cash, so they have more cash than debt and can fund their own growth.

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Facebook (FB-Q)
July 16, 2020

Issues of privacy and hate mail. Online advertising is a continuing trend, but she's chosen Alphabet instead. FB has to keep spending money to deal with these regulatory issues. You want a very strong balance sheet. Alphabet has net cash, so they have more cash than debt and can fund their own growth.

Christine Poole
Price
$240.520
Owned
No
BUY
BUY
July 13, 2020
They've gone from 0 to 80% of their revenue coming from from mobile ads. Whatsapp and Instagram have also done very well. FB will weather the storm from Washington and other governments. Their cash flow is so strong. They have so many users across the globe. Trades at a reasonably low multiple in the $20s. FB is part of the safe tech blue-chip trade. Will continue to do fine.
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Facebook (FB-Q)
July 13, 2020
They've gone from 0 to 80% of their revenue coming from from mobile ads. Whatsapp and Instagram have also done very well. FB will weather the storm from Washington and other governments. Their cash flow is so strong. They have so many users across the globe. Trades at a reasonably low multiple in the $20s. FB is part of the safe tech blue-chip trade. Will continue to do fine.
John Zechner
Price
$247.520
Owned
Yes
TOP PICK
TOP PICK
July 9, 2020
One of his favourite tech/communication companies. Largest online social network in the world. Subscriber rate continues to astound. Expected revenue 77B in 2020. Advertisers and marketers love it. Paying 33x forward earnings for 23% long term expected growth rate. Buy on the dips. No dividend. (Analysts’ price target is $249.27)
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Facebook (FB-Q)
July 9, 2020
One of his favourite tech/communication companies. Largest online social network in the world. Subscriber rate continues to astound. Expected revenue 77B in 2020. Advertisers and marketers love it. Paying 33x forward earnings for 23% long term expected growth rate. Buy on the dips. No dividend. (Analysts’ price target is $249.27)
Stan Wong
Price
$241.985
Owned
Yes
DON'T BUY
DON'T BUY
June 24, 2020

She does not own FB -- holding GOOG instead. FB has done well, but the biggest risk is regulatory related. They will need to spend more on putting privacy procedures in place. This is why they hold GOOG.

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Facebook (FB-Q)
June 24, 2020

She does not own FB -- holding GOOG instead. FB has done well, but the biggest risk is regulatory related. They will need to spend more on putting privacy procedures in place. This is why they hold GOOG.

Christine Poole
Price
$233.990
Owned
No
BUY
BUY
June 15, 2020
He thinks it is one of the greatest businesses he has ever seen. They are finally monetizing WatsApp. He does not think you have missed it. It is still reasonably valued and has a long runway ahead of it.
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Facebook (FB-Q)
June 15, 2020
He thinks it is one of the greatest businesses he has ever seen. They are finally monetizing WatsApp. He does not think you have missed it. It is still reasonably valued and has a long runway ahead of it.
Barry Schwartz
Price
$230.330
Owned
Yes
TOP PICK
TOP PICK
May 26, 2020

What they're doing in shopping interesting while their ad business will grow a lot in the coming year. It's trading at 20x earnings, growing at 30%, while the market stands at 20x, growing at 2-3%. Incredible value. They have a relationship with Shopify. (Analysts’ price target is $240.30)

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Facebook (FB-Q)
May 26, 2020

What they're doing in shopping interesting while their ad business will grow a lot in the coming year. It's trading at 20x earnings, growing at 30%, while the market stands at 20x, growing at 2-3%. Incredible value. They have a relationship with Shopify. (Analysts’ price target is $240.30)

BUY
BUY
May 14, 2020
Ultimately there are several structure themes being accelerated by this crisis and several that are being decelerated by it. FB-Q is in the former. They have an opportunity to take whatsapp and monetize it. Between their platforms they have about 3 billion users.
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Facebook (FB-Q)
May 14, 2020
Ultimately there are several structure themes being accelerated by this crisis and several that are being decelerated by it. FB-Q is in the former. They have an opportunity to take whatsapp and monetize it. Between their platforms they have about 3 billion users.
David Burrows
Price
$204.835
Owned
Yes
Showing 31 to 45 of 499 entries