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
COMMENT
COMMENT
October 23, 2012

Terrific product. Finally delivering mobile revenue but doesn’t know whether it’s getting better profits or not. He prefers stocks that are trading at 15X earnings or less. Putting everything together this may be worth $12-$13 a share.

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Facebook (FB-Q)
October 23, 2012

Terrific product. Finally delivering mobile revenue but doesn’t know whether it’s getting better profits or not. He prefers stocks that are trading at 15X earnings or less. Putting everything together this may be worth $12-$13 a share.

Barry Schwartz
Price
$19.500
Owned
No
DON'T BUY
DON'T BUY
October 12, 2012

Has come off quite a bit from its IPO price but is still trading at a very high multiple. This is a name that everyone knows and they have lots of users but they have to generate money in advertising dollars. They have to compete with every other online advertiser.

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Facebook (FB-Q)
October 12, 2012

Has come off quite a bit from its IPO price but is still trading at a very high multiple. This is a name that everyone knows and they have lots of users but they have to generate money in advertising dollars. They have to compete with every other online advertiser.

DON'T BUY
DON'T BUY
October 10, 2012

Great company, but a lousy stock. It obviously has captured the imagination of people globally. Has a billion users but how do you make money out of them to justify the lofty price that the company demands? Still trading at 43X earnings.

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Facebook (FB-Q)
October 10, 2012

Great company, but a lousy stock. It obviously has captured the imagination of people globally. Has a billion users but how do you make money out of them to justify the lofty price that the company demands? Still trading at 43X earnings.

David Baskin
Price
$19.640
Owned
No
DON'T BUY
DON'T BUY
September 11, 2012

Valuation makes a lot more sense today than it did at issue. GM announced they were going to stop advertising on Facebook at the time of issue, which was a big red flag. On the mobile side, it faces some serious problems on how they can get global advertising and become part of the top line. Until that is solved he expects there will be more insiders selling.

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Facebook (FB-Q)
September 11, 2012

Valuation makes a lot more sense today than it did at issue. GM announced they were going to stop advertising on Facebook at the time of issue, which was a big red flag. On the mobile side, it faces some serious problems on how they can get global advertising and become part of the top line. Until that is solved he expects there will be more insiders selling.

DON'T BUY
DON'T BUY
September 7, 2012

BV is about $5 a share and is trading at about 4X book. Company is expected to earn $.60-$.65 next year, which is about a 10% ROE. This sounds awfully rich to him. He has noticed a horrendous proliferation of ads on his own Facebook. If they can make that pay off, there may be a case to be made. However, if it turns out to be annoying, as he does, it may not work out.

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Facebook (FB-Q)
September 7, 2012

BV is about $5 a share and is trading at about 4X book. Company is expected to earn $.60-$.65 next year, which is about a 10% ROE. This sounds awfully rich to him. He has noticed a horrendous proliferation of ads on his own Facebook. If they can make that pay off, there may be a case to be made. However, if it turns out to be annoying, as he does, it may not work out.

Ross Healy
Price
$18.980
Owned
No
HOLD
HOLD
August 29, 2012

“Bought at $21.60. Should I keep holding?” Really tough question as there is a big divergence of opinion. Stock collapsed quite a bit and is back in this pricing range/valuation range that most of the other Internet companies are exposed to, which means they are still relatively expensive. On the other hand it has an incredible franchise and we haven’t seen the potential of that franchise. Headwinds they face right now as a stock include “can they execute on mobility” and ”can they move beyond just display and bring up their Rpoos and cost per M clicks”. Trends don’t look good right now but if they turn, the stock could easily double over the next 5 years. Almost 1.3 billion shares coming out of lockup in November and another 400 million for sale in October. That is a lot of pressure on the stock. A lot of potential in the model.

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Facebook (FB-Q)
August 29, 2012

“Bought at $21.60. Should I keep holding?” Really tough question as there is a big divergence of opinion. Stock collapsed quite a bit and is back in this pricing range/valuation range that most of the other Internet companies are exposed to, which means they are still relatively expensive. On the other hand it has an incredible franchise and we haven’t seen the potential of that franchise. Headwinds they face right now as a stock include “can they execute on mobility” and ”can they move beyond just display and bring up their Rpoos and cost per M clicks”. Trends don’t look good right now but if they turn, the stock could easily double over the next 5 years. Almost 1.3 billion shares coming out of lockup in November and another 400 million for sale in October. That is a lot of pressure on the stock. A lot of potential in the model.

Ian Ainsworth
Price
$19.100
Owned
Unknown
DON'T BUY
DON'T BUY
August 13, 2012

Stock price indicates a mountain of unhappy shareholders. You want to find companies with strong business fundamentals along with price behaviour that support your view. Looking at their subscriber base and opportunities they have a bright future but you have to balance that off against the shareholder base that is largely unhappy. He would prefer to see a significant turn in the share price before he bought.

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Facebook (FB-Q)
August 13, 2012

Stock price indicates a mountain of unhappy shareholders. You want to find companies with strong business fundamentals along with price behaviour that support your view. Looking at their subscriber base and opportunities they have a bright future but you have to balance that off against the shareholder base that is largely unhappy. He would prefer to see a significant turn in the share price before he bought.

David Burrows
Price
$21.600
Owned
No
DON'T BUY
DON'T BUY
August 13, 2012

Depends on what price it is when the earnings start to become more material. Even at the current price, the multiple is still way too high. It’s probably in the area of 30 or 40 times this year’s earnings.

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Facebook (FB-Q)
August 13, 2012

Depends on what price it is when the earnings start to become more material. Even at the current price, the multiple is still way too high. It’s probably in the area of 30 or 40 times this year’s earnings.

Don Lato
Price
$21.600
Owned
No
SELL
SELL
August 7, 2012

Will go down as one of the stock swindles of all times. Not a great business. Anyone can create an app and once people move to you, FB has to buy you. Wouldn’t touch it.

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Facebook (FB-Q)
August 7, 2012

Will go down as one of the stock swindles of all times. Not a great business. Anyone can create an app and once people move to you, FB has to buy you. Wouldn’t touch it.

Fabrice Taylor
Price
$20.720
Owned
Unknown
WAIT
WAIT
July 31, 2012

You should get a bounce about $21.48 and he thinks it will be a big up bounce. Don’t buy it here. A dangerous stock to trade. It needs to churn away for a while.

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Facebook (FB-Q)
July 31, 2012

You should get a bounce about $21.48 and he thinks it will be a big up bounce. Don’t buy it here. A dangerous stock to trade. It needs to churn away for a while.

Brian Acker, CA
Price
$21.710
Owned
Unknown
DON'T BUY
DON'T BUY
July 25, 2012
Very expensive as opposed to Apple (AAPL-Q) as regards price to fundamentals. Maybe they have a great future, but a lot of it is priced into the stock.
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Facebook (FB-Q)
July 25, 2012
Very expensive as opposed to Apple (AAPL-Q) as regards price to fundamentals. Maybe they have a great future, but a lot of it is priced into the stock.
Gordon Reid
Price
$29.340
Owned
No
SELL
SELL
July 13, 2012
For the long-term? Social media is very tricky and is priced for perfection. Someone else could come out with a similar product and then it would be game over. Likes to see companies with earnings, dividends and good balance sheets. This company is so nascent it is hard to tell what it is. Expect this stock will trade down.
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Facebook (FB-Q)
July 13, 2012
For the long-term? Social media is very tricky and is priced for perfection. Someone else could come out with a similar product and then it would be game over. Likes to see companies with earnings, dividends and good balance sheets. This company is so nascent it is hard to tell what it is. Expect this stock will trade down.
Darren Sissons
Price
$30.720
Owned
No
DON'T BUY
DON'T BUY
June 20, 2012
Thinks they have some wonderful opportunities. His question is, is the user base too mature to make a fairly dramatic move from a social/personal vehicle to one that is involved with commerce.
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Facebook (FB-Q)
June 20, 2012
Thinks they have some wonderful opportunities. His question is, is the user base too mature to make a fairly dramatic move from a social/personal vehicle to one that is involved with commerce.
Gordon Reid
Price
$31.600
Owned
No
SELL
SELL
June 12, 2012
(Market Call Minute) Sell on valuation.
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Facebook (FB-Q)
June 12, 2012
(Market Call Minute) Sell on valuation.
Christine Poole
Price
$27.400
Owned
Unknown
DON'T BUY
DON'T BUY
June 1, 2012
He is not hitting the ‘like’ button. A number of law suits leading up the failure of an IPO. A rich valuation. Looking for a dividend and reasonable valuation and this thing is screaming money loss. If you look at Yahoo and Alatavista and what they were valued at way back, it could be a buy some day but how do you know what it is worth?
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Facebook (FB-Q)
June 1, 2012
He is not hitting the ‘like’ button. A number of law suits leading up the failure of an IPO. A rich valuation. Looking for a dividend and reasonable valuation and this thing is screaming money loss. If you look at Yahoo and Alatavista and what they were valued at way back, it could be a buy some day but how do you know what it is worth?
Darren Sissons
Price
$27.720
Owned
No
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