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
Signal
Opinion
Expert
DON'T BUY
DON'T BUY
October 11, 2019
Despite the fact that numbers may look good, the ethics of the firm and future liabilities of congress hearing is a risk. He would avoid it right now.
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Despite the fact that numbers may look good, the ethics of the firm and future liabilities of congress hearing is a risk. He would avoid it right now.
DON'T BUY
DON'T BUY
October 3, 2019
It got really badly punished about a month ago. There was a big rotation. It is looking a little more attractive right now but as these things become political, he shies away from them.
Show full opinionHide full opinionIt got really badly punished about a month ago. There was a big rotation. It is looking a little more attractive right now but as these things become political, he shies away from them.
BUY
BUY
October 1, 2019
FB is good warning about earnings, though he thinks their next report will be fine. His target is $230, so he sees a long runway. FB is not expensive. 1.38 is its PEG ratio.
Show full opinionHide full opinionFB is good warning about earnings, though he thinks their next report will be fine. His target is $230, so he sees a long runway. FB is not expensive. 1.38 is its PEG ratio.
WATCH
WATCH
September 27, 2019
Anti-trust resolved? He likes the company, but acknowledges the regulatory issues will not go away. It has such a massive user base, so it will continue to exist. He thinks Instagram is doing a better job integrating going from photos to a business store front. FB-Q is still a good company, but it will take a long time to resolve the issues.
Show full opinionHide full opinionAnti-trust resolved? He likes the company, but acknowledges the regulatory issues will not go away. It has such a massive user base, so it will continue to exist. He thinks Instagram is doing a better job integrating going from photos to a business store front. FB-Q is still a good company, but it will take a long time to resolve the issues.
PAST TOP PICK
PAST TOP PICK
September 23, 2019
(A Top Pick Sep 24/18, Up 13%) He got stopped out of them. The anti-trust and controversy issues give him pause. They have loads of cash and are stupidly profitable though. He would buy them back if FB set new highs. He's done that before.
Show full opinionHide full opinion(A Top Pick Sep 24/18, Up 13%) He got stopped out of them. The anti-trust and controversy issues give him pause. They have loads of cash and are stupidly profitable though. He would buy them back if FB set new highs. He's done that before.
BUY
BUY
September 18, 2019
Society asked for AI and ease of access, the very things that Facebook, Google, etc. offer. Some like what Facebook are doing and some don't, but there are a lot of people who still like what Facebook is doing. This runs against the "evil empire" image that the media paints. Facebook isn't going away., though it will evolve. Look at what happened to Microsoft a generation ago.
Society asked for AI and ease of access, the very things that Facebook, Google, etc. offer. Some like what Facebook are doing and some don't, but there are a lot of people who still like what Facebook is doing. This runs against the "evil empire" image that the media paints. Facebook isn't going away., though it will evolve. Look at what happened to Microsoft a generation ago.
BUY
BUY
September 5, 2019
People love it and use it. Still buying it here, incredibly cheap. And they haven't even begun to monetize Instagram yet. Mark Zuckerberg is a great operator and CEO. Undervalued. So many tailwinds.
Show full opinionHide full opinionPeople love it and use it. Still buying it here, incredibly cheap. And they haven't even begun to monetize Instagram yet. Mark Zuckerberg is a great operator and CEO. Undervalued. So many tailwinds.
COMMENT
COMMENT
August 27, 2019
Facebook vs Alphabet? He definitely prefers Alphabet as it is the dominate player in the online advertising space. It trades at only 20 times earnings and growing at 20% per year. A company of this stature with no debt and lots of cash. They will be buying back stock.
Facebook vs Alphabet? He definitely prefers Alphabet as it is the dominate player in the online advertising space. It trades at only 20 times earnings and growing at 20% per year. A company of this stature with no debt and lots of cash. They will be buying back stock.
WEAK BUY
WEAK BUY
August 2, 2019
The stock that has been performing better than other FAANG stocks and has come back up to where they were before December. Risky, so if you double your money, sell half. If the market corrects, this could go down more than the general market.
Show full opinionHide full opinionThe stock that has been performing better than other FAANG stocks and has come back up to where they were before December. Risky, so if you double your money, sell half. If the market corrects, this could go down more than the general market.
TOP PICK
TOP PICK
July 30, 2019
A core holding for him. It has come through tough times this year. He thinks it is headed to $250 per share next year. Yield 0% (Analysts’ price target is $230.73)
Show full opinionHide full opinionA core holding for him. It has come through tough times this year. He thinks it is headed to $250 per share next year. Yield 0% (Analysts’ price target is $230.73)
BUY
BUY
July 30, 2019
Great earnings, but some media attack it. No other company engages 2.5 billion people daily and keeps creating platforms for more engagement. They stumbled and got punished. They need to increase their PR efforts. He still likes it.
Great earnings, but some media attack it. No other company engages 2.5 billion people daily and keeps creating platforms for more engagement. They stumbled and got punished. They need to increase their PR efforts. He still likes it.
BUY WEAKNESS
BUY WEAKNESS
July 29, 2019
Facebook did not do anything to help themselves with the Libre announcement. His model price is $166.
Show full opinionHide full opinionFacebook did not do anything to help themselves with the Libre announcement. His model price is $166.
DON'T BUY
DON'T BUY
July 25, 2019
Avoid. Better tech companies, such as Microsoft and Google. Economics are phenomenal, but the optics are not good. They're going to be under pressure.
BUY
BUY
July 22, 2019
They report on Wednesday. He's underweight FB. The options bets this week are bullish. Technicals look good and FB has a solid track record of breaking earnings. FB is a good long-term investment.
Show full opinionHide full opinionThey report on Wednesday. He's underweight FB. The options bets this week are bullish. Technicals look good and FB has a solid track record of breaking earnings. FB is a good long-term investment.
BUY
BUY
July 9, 2019
Up 60% since Xmas Eve FB is still top of the social media heap. He would still buy at current levels.
Show full opinionHide full opinionUp 60% since Xmas Eve FB is still top of the social media heap. He would still buy at current levels.
