NASDAQ:FB

225.09
0.37 (0.16%)
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)
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