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
BUY
BUY
June 27, 2019
Crypto Currency. They enjoy a dominant position in social media. Instagram is a wild success. Their market share in digital advertizing is very favourable and growing. In an election year when they talk about antitrust and regulation, that can put a drag on the stock. News flow will not be favourable. Their entry into crypto currency will offer an enormous opportunity as Western Union charges up to 10% to transfer money to developing countries. Facebook is a great company and will do well over time, but be ready for difficult news flow over the next year.
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Facebook (FB-Q)
June 27, 2019
Crypto Currency. They enjoy a dominant position in social media. Instagram is a wild success. Their market share in digital advertizing is very favourable and growing. In an election year when they talk about antitrust and regulation, that can put a drag on the stock. News flow will not be favourable. Their entry into crypto currency will offer an enormous opportunity as Western Union charges up to 10% to transfer money to developing countries. Facebook is a great company and will do well over time, but be ready for difficult news flow over the next year.
TOP PICK
TOP PICK
June 25, 2019
They have built up a good cash position and have worked on improving security. Their balance sheet looks strong and he believes this is just getting going. Yield 0%. (Analysts’ price target is $218.44)
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Facebook (FB-Q)
June 25, 2019
They have built up a good cash position and have worked on improving security. Their balance sheet looks strong and he believes this is just getting going. Yield 0%. (Analysts’ price target is $218.44)
BUY
BUY
June 24, 2019
They are getting involved with digital currency through a separate firm. Some people think it could be a long term opportunity. It is expected that next year their earnings and growth should track each other. He could see this one getting to over $200 in the next several months.
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Facebook (FB-Q)
June 24, 2019
They are getting involved with digital currency through a separate firm. Some people think it could be a long term opportunity. It is expected that next year their earnings and growth should track each other. He could see this one getting to over $200 in the next several months.
PAST TOP PICK
PAST TOP PICK
June 24, 2019
(A Top Pick Sep 20/18, Up 16%) The media is out for Zuckerberg's head. Yes, FB has screwed up but they have said sorry. Earnings have slowed, because FB is spending on improving privacy of its users. The market overlooks that is spending money on future growth by monetizing Instagram and getting into payments and VR. Their valuation is quite cheap, though growth is slowing, but that means 30% revenue growth. Who else does 30% trading at 20x earnings? FB is up 50% year to date vs. the Nasdaq's 20%.
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Facebook (FB-Q)
June 24, 2019
(A Top Pick Sep 20/18, Up 16%) The media is out for Zuckerberg's head. Yes, FB has screwed up but they have said sorry. Earnings have slowed, because FB is spending on improving privacy of its users. The market overlooks that is spending money on future growth by monetizing Instagram and getting into payments and VR. Their valuation is quite cheap, though growth is slowing, but that means 30% revenue growth. Who else does 30% trading at 20x earnings? FB is up 50% year to date vs. the Nasdaq's 20%.
BUY
BUY
June 18, 2019
He likes this chart. The up trend since early 2019 has been followed by a brief consolidation. A retest of $200 resistance would likely project back towards $220 or higher.
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Facebook (FB-Q)
June 18, 2019
He likes this chart. The up trend since early 2019 has been followed by a brief consolidation. A retest of $200 resistance would likely project back towards $220 or higher.
BUY
BUY
June 18, 2019
Anti-trust fears Privacy is an interesting topic now. Millions of people have open microphones (i.e. Alexa) in their homes--people are willing to sacrifice their privacy to enjoy the convenience of their technology. He doesn't expect Mark Zuckerberg to go to jail, not at all. Nor will Facebook go bankrupt because of anti-trust laws. There are two big car companies in the U.S., three major airlines, five big banks in Canada, and so on.
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Facebook (FB-Q)
June 18, 2019
Anti-trust fears Privacy is an interesting topic now. Millions of people have open microphones (i.e. Alexa) in their homes--people are willing to sacrifice their privacy to enjoy the convenience of their technology. He doesn't expect Mark Zuckerberg to go to jail, not at all. Nor will Facebook go bankrupt because of anti-trust laws. There are two big car companies in the U.S., three major airlines, five big banks in Canada, and so on.
WAIT
WAIT
June 11, 2019
She is on the sidelines right now. The regulatory risk is very high and she expects some kind of investigation to be forthcoming. The expectation for the company to have to monitor posts and self-regulate itself will be very difficult.
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Facebook (FB-Q)
June 11, 2019
She is on the sidelines right now. The regulatory risk is very high and she expects some kind of investigation to be forthcoming. The expectation for the company to have to monitor posts and self-regulate itself will be very difficult.
HOLD
HOLD
June 5, 2019
He decided to look the other way. The real driver is Instagram. Great advertising spot. The regulatory parts makes him sit back. He wouldn't sell it if he owned it.
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Facebook (FB-Q)
June 5, 2019
He decided to look the other way. The real driver is Instagram. Great advertising spot. The regulatory parts makes him sit back. He wouldn't sell it if he owned it.
DON'T BUY
DON'T BUY
June 4, 2019
He does not think this is a good investment. The privacy issues and data breaches on several occasions appear to be a flaw in their business model. Their monthly and daily users have increased for some time and he thinks it will hard to maintain that growth much longer. The privacy concerns could drag on for a long time. He would stay on the sidelines.
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Facebook (FB-Q)
June 4, 2019
He does not think this is a good investment. The privacy issues and data breaches on several occasions appear to be a flaw in their business model. Their monthly and daily users have increased for some time and he thinks it will hard to maintain that growth much longer. The privacy concerns could drag on for a long time. He would stay on the sidelines.
COMMENT
COMMENT
May 30, 2019
If you want a company that is in the news then this is it. The business is doing just fine. Advertisers love it – Users love it. They also own Instagram and the increasing rate of growth of that is offsetting the slowing rate of growth of Facebook. He is betting that we come up with a hybrid solution of them not being a news outlet with no fake news and yet is a free speech conduit. It will be a rocky road until we get to it.
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Facebook (FB-Q)
May 30, 2019
If you want a company that is in the news then this is it. The business is doing just fine. Advertisers love it – Users love it. They also own Instagram and the increasing rate of growth of that is offsetting the slowing rate of growth of Facebook. He is betting that we come up with a hybrid solution of them not being a news outlet with no fake news and yet is a free speech conduit. It will be a rocky road until we get to it.
PAST TOP PICK
PAST TOP PICK
May 21, 2019
(A Top Pick May 28/18, Down 0.1%) Has recovered a lot this year. Most recent quarter was simple and clean. What's holding the stock back this year are the huge capital expenditures. By the end of this year, revenue and EPS should grow. "Checkout" system represents a more seamless interaction from Instagram.
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Facebook (FB-Q)
May 21, 2019
(A Top Pick May 28/18, Down 0.1%) Has recovered a lot this year. Most recent quarter was simple and clean. What's holding the stock back this year are the huge capital expenditures. By the end of this year, revenue and EPS should grow. "Checkout" system represents a more seamless interaction from Instagram.
DON'T BUY
DON'T BUY
May 14, 2019

The biggest overang are regulatory concerns and privacy issues. FB is trying to address these issues pro-actively with some investments. She prefers Google in the online ad space.

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Facebook (FB-Q)
May 14, 2019

The biggest overang are regulatory concerns and privacy issues. FB is trying to address these issues pro-actively with some investments. She prefers Google in the online ad space.

BUY
BUY
May 14, 2019
It's still one of the best ad platforms in the world, despite privacy issues. Instagram is the real gem with 70% of its audience under 35, and they have a shopping feature that holds great potential. He doesn't know how they'll monetize Whatsapp. The FTC fine won't hurt FB's bottom line, if it happens. He is overexposed in tech already, so he doesn't own FB, but he likes FB.
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Facebook (FB-Q)
May 14, 2019
It's still one of the best ad platforms in the world, despite privacy issues. Instagram is the real gem with 70% of its audience under 35, and they have a shopping feature that holds great potential. He doesn't know how they'll monetize Whatsapp. The FTC fine won't hurt FB's bottom line, if it happens. He is overexposed in tech already, so he doesn't own FB, but he likes FB.
COMMENT
COMMENT
May 3, 2019

FANGs? None in the FANG space are good value right now. Amazon has a floor at $1650 and ceiling at $2125 -- with PE ratio of 60. Facebook has given a short term buy signal -- technical support around $187-$189 with 20-25% upside. Nvidia has hit close to full value near $180 -- he might be taking profit on this one soon. Apple had a lousy quarter, but it still beat earnings expectations. He would not touch it here. Google hit resistance the other day -- too expensive as well. Netflix has been up against resistance and unless it can break through he would not touch it. He would only consider Facebook and Amazon as holds or weak buys.

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Facebook (FB-Q)
May 3, 2019

FANGs? None in the FANG space are good value right now. Amazon has a floor at $1650 and ceiling at $2125 -- with PE ratio of 60. Facebook has given a short term buy signal -- technical support around $187-$189 with 20-25% upside. Nvidia has hit close to full value near $180 -- he might be taking profit on this one soon. Apple had a lousy quarter, but it still beat earnings expectations. He would not touch it here. Google hit resistance the other day -- too expensive as well. Netflix has been up against resistance and unless it can break through he would not touch it. He would only consider Facebook and Amazon as holds or weak buys.

BUY WEAKNESS
BUY WEAKNESS
April 22, 2019
$158.12 is his target price, and the current price has run past that...for now. Wait for a pullback FB is now at the top of his "zone."
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Facebook (FB-Q)
April 22, 2019
$158.12 is his target price, and the current price has run past that...for now. Wait for a pullback FB is now at the top of his "zone."
BUY
BUY
April 22, 2019
It reports this week. If you listen only to the news and ignore the financial data, you'd conclude FB has fallen on hard times. During last year's bad headlines, they grew revenues 35%. This quarter, he expects year-over-year revenue growth to be 36%. FB boasts 2.3 billion active users. It's a great ad reveue model. Sure, there's some truth in privacy problems, but FB is trying to address them, and these are new issues for everyone.
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Facebook (FB-Q)
April 22, 2019
It reports this week. If you listen only to the news and ignore the financial data, you'd conclude FB has fallen on hard times. During last year's bad headlines, they grew revenues 35%. This quarter, he expects year-over-year revenue growth to be 36%. FB boasts 2.3 billion active users. It's a great ad reveue model. Sure, there's some truth in privacy problems, but FB is trying to address them, and these are new issues for everyone.
DON'T BUY
DON'T BUY
April 16, 2019
From what he hears from his kids, he thinks users will move away from Facebook, like Snapchat. Data concerns will be a negative.
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Facebook (FB-Q)
April 16, 2019
From what he hears from his kids, he thinks users will move away from Facebook, like Snapchat. Data concerns will be a negative.
BUY
BUY
April 4, 2019
Came back strongly form the December lows. There is the regulatory scrutiny and privacy concerns but it is cheap from a valuation perceptive. Good for a patient investor. not many companies can do what they do.
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Facebook (FB-Q)
April 4, 2019
Came back strongly form the December lows. There is the regulatory scrutiny and privacy concerns but it is cheap from a valuation perceptive. Good for a patient investor. not many companies can do what they do.
PAST TOP PICK
PAST TOP PICK
April 4, 2019
(A Top Pick Apr 12/18, Up 7%) You need to be bullish on this name particularly given the valuation. Trading at 22 times forward earnings with a 22% EPS growth rate. That gives you a 1.0 PEG. Not many 1.0 PEGs in the technology sector. 2.3 billion active users and growing. 1.5 billion WhatsApp users. 19% ROE. No way to advertise in such a direct way. Once the clouds of the regulatory and privacy issue is removed this stock is going to be very strong.
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Facebook (FB-Q)
April 4, 2019
(A Top Pick Apr 12/18, Up 7%) You need to be bullish on this name particularly given the valuation. Trading at 22 times forward earnings with a 22% EPS growth rate. That gives you a 1.0 PEG. Not many 1.0 PEGs in the technology sector. 2.3 billion active users and growing. 1.5 billion WhatsApp users. 19% ROE. No way to advertise in such a direct way. Once the clouds of the regulatory and privacy issue is removed this stock is going to be very strong.
BUY
BUY
April 1, 2019
It has one of the best business models ever. With Facebook you know exactly what viewers they are reaching which is good for advertisers. FB is in the headlines as a punching bag, but FB has turned a corner. They're spending a lot of money on online privacy. He expects FB to hit all-time highs.
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Facebook (FB-Q)
April 1, 2019
It has one of the best business models ever. With Facebook you know exactly what viewers they are reaching which is good for advertisers. FB is in the headlines as a punching bag, but FB has turned a corner. They're spending a lot of money on online privacy. He expects FB to hit all-time highs.
HOLD
HOLD
March 28, 2019
The real growth story for them is Instagram and WhatsApp. There are privacy concerns but he thinks it will come on the other side of this looking even better.
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Facebook (FB-Q)
March 28, 2019
The real growth story for them is Instagram and WhatsApp. There are privacy concerns but he thinks it will come on the other side of this looking even better.
PAST TOP PICK
PAST TOP PICK
March 21, 2019
(A Top Pick Mar 14/18, Down 10%) They are not responsible for the content of video for a number of minutes. The technology is here to stay and it is how we as a society choose to govern it. It is a case of privacy vs. convenience. After bad news stories about it, subscriber numbers still go up. These are just teething problems.
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Facebook (FB-Q)
March 21, 2019
(A Top Pick Mar 14/18, Down 10%) They are not responsible for the content of video for a number of minutes. The technology is here to stay and it is how we as a society choose to govern it. It is a case of privacy vs. convenience. After bad news stories about it, subscriber numbers still go up. These are just teething problems.
PAST TOP PICK
PAST TOP PICK
March 14, 2019
(A Top Pick Aug 22/18, Down 2%) Great open of the year. 4Q was really good. The headline risk is still there. They are the biggest in social media. Revenues are very solid. The product is in place.
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Facebook (FB-Q)
March 14, 2019
(A Top Pick Aug 22/18, Down 2%) Great open of the year. 4Q was really good. The headline risk is still there. They are the biggest in social media. Revenues are very solid. The product is in place.
WATCH
WATCH
March 12, 2019
Fear of regulatory fines Regulatory risks still overhang the stock. She's on the sidelines watching this issue.
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Facebook (FB-Q)
March 12, 2019
Fear of regulatory fines Regulatory risks still overhang the stock. She's on the sidelines watching this issue.
PAST TOP PICK
PAST TOP PICK
March 11, 2019
(A Top Pick Feb 26/18, Down 6%) The negative headlines started to roll in just after he recommended it. The latest results showed user growth up around the world 9%. Even in Canada and the US, usage actually increased for the first time in two years. They are spending on security and new growth initiatives. There is an expectation of them to police and monitor. This becomes a barrier to entry to entrants into the space. They own 4 of 6 social media platforms around the world with over a billion users.
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Facebook (FB-Q)
March 11, 2019
(A Top Pick Feb 26/18, Down 6%) The negative headlines started to roll in just after he recommended it. The latest results showed user growth up around the world 9%. Even in Canada and the US, usage actually increased for the first time in two years. They are spending on security and new growth initiatives. There is an expectation of them to police and monitor. This becomes a barrier to entry to entrants into the space. They own 4 of 6 social media platforms around the world with over a billion users.
COMMENT
COMMENT
February 20, 2019
Not a fan because of the regulatory issues. It's not a long-term hold. She has a small short on it. As the US dollar rises, US earnings are worth less, but she wouldn't worry about this aspect. It's a good trade, as there is always lots of news on the stock, but you have to keep your eye on it.
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Facebook (FB-Q)
February 20, 2019
Not a fan because of the regulatory issues. It's not a long-term hold. She has a small short on it. As the US dollar rises, US earnings are worth less, but she wouldn't worry about this aspect. It's a good trade, as there is always lots of news on the stock, but you have to keep your eye on it.
WAIT
WAIT
February 13, 2019
With the recent pullback in price and the regulatory issues still uncertain, she thinks they will need to spend more to resolve these issues. She will watch, but is not a buyer yet. The user base is not growing like it was and the younger users are not going in this direction. She is on the sidelines. (Analysts’ price target is $194.00)
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Facebook (FB-Q)
February 13, 2019
With the recent pullback in price and the regulatory issues still uncertain, she thinks they will need to spend more to resolve these issues. She will watch, but is not a buyer yet. The user base is not growing like it was and the younger users are not going in this direction. She is on the sidelines. (Analysts’ price target is $194.00)
COMMENT
COMMENT
February 12, 2019
Will unethical practices hurt FB? He owned this before. More regulation will effect media companies like Facebook. But FB is so dominant with so much data. So, this is a risk. He thinks the worst data scores are behind them. Growth numbers are great. You know where your ad dollars are going. This comes down to government pressures and possible regulation. He's very cautious about FB. Perhaps take some shares off the table.
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Facebook (FB-Q)
February 12, 2019
Will unethical practices hurt FB? He owned this before. More regulation will effect media companies like Facebook. But FB is so dominant with so much data. So, this is a risk. He thinks the worst data scores are behind them. Growth numbers are great. You know where your ad dollars are going. This comes down to government pressures and possible regulation. He's very cautious about FB. Perhaps take some shares off the table.
PAST TOP PICK
PAST TOP PICK
February 11, 2019
(A Top Pick Mar 20/18, Down 1%) He still thinks it is amazing. There is still massive growth in front of them.
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Facebook (FB-Q)
February 11, 2019
(A Top Pick Mar 20/18, Down 1%) He still thinks it is amazing. There is still massive growth in front of them.
DON'T BUY
DON'T BUY
February 11, 2019
From its top in July, he was looking for a pullback which we've had. FB is still not cheap. His fair market value is $135. It has strong support at $115, which he wouldn't be surprised if it fell back there. All the FAANGs were grossly overvalued. Be careful with FAANGs. He expects another correction.
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Facebook (FB-Q)
February 11, 2019
From its top in July, he was looking for a pullback which we've had. FB is still not cheap. His fair market value is $135. It has strong support at $115, which he wouldn't be surprised if it fell back there. All the FAANGs were grossly overvalued. Be careful with FAANGs. He expects another correction.
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