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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TOP PICK
TOP PICK
February 6, 2019
The noise here has been extreme in the past year (privacy issues, politics), but their latest revenues are up 37% year over year and the number of monthly users is up, not down. Of course, Facebook needs to do further work by spending money on manpower to be better corporate citizens. This is a great franchise and a multigenerational opportunity to buy this at 20x earnings. Ignore the noise. (Analysts’ price target is $192.91)
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Facebook (FB-Q)
February 6, 2019
The noise here has been extreme in the past year (privacy issues, politics), but their latest revenues are up 37% year over year and the number of monthly users is up, not down. Of course, Facebook needs to do further work by spending money on manpower to be better corporate citizens. This is a great franchise and a multigenerational opportunity to buy this at 20x earnings. Ignore the noise. (Analysts’ price target is $192.91)
PAST TOP PICK
PAST TOP PICK
February 4, 2019
(A Top Pick Apr 02/18, Up 9%) He sold it, fearing government regulations on this space. He regrets it, but still sees many risks. It's a great company but can't stomach all the risk.
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Facebook (FB-Q)
February 4, 2019
(A Top Pick Apr 02/18, Up 9%) He sold it, fearing government regulations on this space. He regrets it, but still sees many risks. It's a great company but can't stomach all the risk.
BUY
BUY
January 22, 2019
It's gone through one of the biggest cycles from love to hate in a very short time. But social media is not going away, and Facebook commands a huge slice of online advertising. If users leave Facebook, where do they go? Probably to an app that Facebook owns, like Instagram. You see the same ads. FB is heavily oversold and has enormous priving power with advertisers. It dominates.
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Facebook (FB-Q)
January 22, 2019
It's gone through one of the biggest cycles from love to hate in a very short time. But social media is not going away, and Facebook commands a huge slice of online advertising. If users leave Facebook, where do they go? Probably to an app that Facebook owns, like Instagram. You see the same ads. FB is heavily oversold and has enormous priving power with advertisers. It dominates.
BUY
BUY
January 18, 2019
This has a moat. It's had a nice run recently, though he didn't expect it to have fallen this far to start with. Given all their spending, 2019 will be flat. Be he sees 15% growth beyond 2019. Trades at a fair 17x. A very high-quality company. You can add to it here. It may get cheaper, but you can buy now.
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Facebook (FB-Q)
January 18, 2019
This has a moat. It's had a nice run recently, though he didn't expect it to have fallen this far to start with. Given all their spending, 2019 will be flat. Be he sees 15% growth beyond 2019. Trades at a fair 17x. A very high-quality company. You can add to it here. It may get cheaper, but you can buy now.
PAST TOP PICK
PAST TOP PICK
December 31, 2018
(A Top Pick Oct 17/18, Down 18%) It's been a really bad media year for FB. But step back. In a rising rate environment, you want a company with a good balance sheet. FB has $40 billion in cash and no debt; they earn $5 billion net income per quarter and $20 billion annually--in a class of maybe 20 companies in the world. They dominate social media. You're gonna have these tough years. It was up 50% last year and gave back a lot of that this year. Revenue growth is still 40%.
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Facebook (FB-Q)
December 31, 2018
(A Top Pick Oct 17/18, Down 18%) It's been a really bad media year for FB. But step back. In a rising rate environment, you want a company with a good balance sheet. FB has $40 billion in cash and no debt; they earn $5 billion net income per quarter and $20 billion annually--in a class of maybe 20 companies in the world. They dominate social media. You're gonna have these tough years. It was up 50% last year and gave back a lot of that this year. Revenue growth is still 40%.
BUY
BUY
December 27, 2018
Why so much volatility? FAANGs are favourites of hedge funds where there's lots of liquid trading. He likes the tech space with huge growth and tailwinds with consumers being these products. Everybody knows FB has been in the news with many hires that impacts their profit margins. But these are temporary issues. They will pass. These are hiccups along the way, but ultimately they will provide great investment returns.
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Facebook (FB-Q)
December 27, 2018
Why so much volatility? FAANGs are favourites of hedge funds where there's lots of liquid trading. He likes the tech space with huge growth and tailwinds with consumers being these products. Everybody knows FB has been in the news with many hires that impacts their profit margins. But these are temporary issues. They will pass. These are hiccups along the way, but ultimately they will provide great investment returns.
DON'T BUY
DON'T BUY
December 21, 2018
Not a new breakdown. Has been breaking for the better part of the last half of the year. There will be multiple support levels it will pause at. If you own it, he doesn't know if he'd continue to hold it. If you're a new buyer, he definitely would not buy it yet.
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Facebook (FB-Q)
December 21, 2018
Not a new breakdown. Has been breaking for the better part of the last half of the year. There will be multiple support levels it will pause at. If you own it, he doesn't know if he'd continue to hold it. If you're a new buyer, he definitely would not buy it yet.
STRONG BUY
STRONG BUY
December 19, 2018
Another issue of privacy has surfaced. He views this as part of the broad evolution of social media and he thinks regulation needs to be better defined. He thinks of the company as an investment opportunity, knowing more regulation is coming, trading at less than 20 times earnings with annual growth of earnings above 20%. He sees this as a buying opportunity.
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Facebook (FB-Q)
December 19, 2018
Another issue of privacy has surfaced. He views this as part of the broad evolution of social media and he thinks regulation needs to be better defined. He thinks of the company as an investment opportunity, knowing more regulation is coming, trading at less than 20 times earnings with annual growth of earnings above 20%. He sees this as a buying opportunity.
PAST TOP PICK
PAST TOP PICK
December 17, 2018
(A Top Pick May 14/18, Down 18%) An October $185 put. He was obligated to buy after he took the premium. His net cost was $175. It's $144 now. If you'd bought the stock, you would've bought it $10 higher; but if the stock had run, you would've done better. He was selling puts at that point, because he felt FB had had a good run and would have deceased (though not a much as happened). He'd sell a covered call against it now.
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Facebook (FB-Q)
December 17, 2018
(A Top Pick May 14/18, Down 18%) An October $185 put. He was obligated to buy after he took the premium. His net cost was $175. It's $144 now. If you'd bought the stock, you would've bought it $10 higher; but if the stock had run, you would've done better. He was selling puts at that point, because he felt FB had had a good run and would have deceased (though not a much as happened). He'd sell a covered call against it now.
DON'T BUY
DON'T BUY
December 13, 2018
Owned it for a long time. Sold it two months ago. Scandals were mischaracterized. very profitable in the near future. Major concern is international government regulation. It is the only company that it is not investing in other verticals. All the other large tech companies are investing in Health Care which is a massive opportunity. This company is just trying to create advertising mouse traps.
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Facebook (FB-Q)
December 13, 2018
Owned it for a long time. Sold it two months ago. Scandals were mischaracterized. very profitable in the near future. Major concern is international government regulation. It is the only company that it is not investing in other verticals. All the other large tech companies are investing in Health Care which is a massive opportunity. This company is just trying to create advertising mouse traps.
PAST TOP PICK
PAST TOP PICK
December 6, 2018
(A Top Pick Dec 07/17, Down 23%) Had it for along term. It is not about the fundamentals but the sentiment has been pretty negative. They reported 15 quarters of positive earnings surprises but nobody is looking at that right now. Still like it but has some stop losses on it.
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Facebook (FB-Q)
December 6, 2018
(A Top Pick Dec 07/17, Down 23%) Had it for along term. It is not about the fundamentals but the sentiment has been pretty negative. They reported 15 quarters of positive earnings surprises but nobody is looking at that right now. Still like it but has some stop losses on it.
WATCH
WATCH
November 28, 2018
He owned it last year. It lost its price momentum but it cracked due to privacy issues and they missed earnings. All tech stocks have struggled since FB's earning report in the summer. But it's now reasonably priced. FB was never massively overvalued like, say, Netflix or Amazon. Great ROE at 28%. It's a little pricey at 18x PE, but it's expected to grow 30-40% in 2019. It's close to a level where he'd buy it again.
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Facebook (FB-Q)
November 28, 2018
He owned it last year. It lost its price momentum but it cracked due to privacy issues and they missed earnings. All tech stocks have struggled since FB's earning report in the summer. But it's now reasonably priced. FB was never massively overvalued like, say, Netflix or Amazon. Great ROE at 28%. It's a little pricey at 18x PE, but it's expected to grow 30-40% in 2019. It's close to a level where he'd buy it again.
BUY
BUY
November 19, 2018
Recently bought a small position. A high-quality business that dominates online advertising, advertising that will continue for a long time. There's a lot of negative publicity now, correcting 40% in the past few months, but long-term this remains a good company. Trades at 16.5x next year's earnings. Growing at 20%+ per year. This will now attract value investors. The market has overreacted. Good for a long-term hold.
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Facebook (FB-Q)
November 19, 2018
Recently bought a small position. A high-quality business that dominates online advertising, advertising that will continue for a long time. There's a lot of negative publicity now, correcting 40% in the past few months, but long-term this remains a good company. Trades at 16.5x next year's earnings. Growing at 20%+ per year. This will now attract value investors. The market has overreacted. Good for a long-term hold.
BUY
BUY
November 15, 2018
Be very patient with this and the tech sector. Tech is a value play now, no longer a growth one. FB is still a good company, despite current issues. Its sell-off gives investors an opportunity now. Look beyond the headline noise and look at the fundamentals instead.
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Facebook (FB-Q)
November 15, 2018
Be very patient with this and the tech sector. Tech is a value play now, no longer a growth one. FB is still a good company, despite current issues. Its sell-off gives investors an opportunity now. Look beyond the headline noise and look at the fundamentals instead.
WAIT
WAIT
November 13, 2018
Privacy issues and spending increases have dragged down this stock. Instagram and Whatsapp are doing well and are offsetting weakness in FB. She won't step into this yet, and will see what happens with it in 2019.
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Facebook (FB-Q)
November 13, 2018
Privacy issues and spending increases have dragged down this stock. Instagram and Whatsapp are doing well and are offsetting weakness in FB. She won't step into this yet, and will see what happens with it in 2019.
DON'T BUY
DON'T BUY
November 12, 2018
It's down from its peak by about a third. It had a bit of a crowding impact and then really got hit hard. Their numbers aren't terrible. It cannot continue to grow at the pace it has done. People need to reduce risk even though this one is not that bad. You can't go back into it yet.
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Facebook (FB-Q)
November 12, 2018
It's down from its peak by about a third. It had a bit of a crowding impact and then really got hit hard. Their numbers aren't terrible. It cannot continue to grow at the pace it has done. People need to reduce risk even though this one is not that bad. You can't go back into it yet.
STRONG BUY
STRONG BUY
October 31, 2018

Last night's earnings were phenomenal. They didn't have to spend $14 billion this year on data centres and hiring to police posts. FB hurt their own earnings on purpose. These costs will eventually subside while FB enjoys phenomenal earnings. They're spending money in advance of huge data consumption in Instagram and WhatsApp--they're ahead of the curve. The potential is limitless with FB. Has tremendous upside. Trading at only 20x earnings. The headlines have taken over but investors should look at FB's tremendous fundamentals. Yes, there are anti-trust risks to all these companies, but the upside is big.

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Facebook (FB-Q)
October 31, 2018

Last night's earnings were phenomenal. They didn't have to spend $14 billion this year on data centres and hiring to police posts. FB hurt their own earnings on purpose. These costs will eventually subside while FB enjoys phenomenal earnings. They're spending money in advance of huge data consumption in Instagram and WhatsApp--they're ahead of the curve. The potential is limitless with FB. Has tremendous upside. Trading at only 20x earnings. The headlines have taken over but investors should look at FB's tremendous fundamentals. Yes, there are anti-trust risks to all these companies, but the upside is big.

DON'T BUY
DON'T BUY
October 29, 2018

He does not anticipating anything in particular to happen with earnings. They have guided toward higher operating expenditures. Normally they don't spend as much as they guide to. He got out because of declining engagement on their platforms. Core growth is from Instagram. He prefers AMZN-Q because they get a lot of advertizing dollars. He prefers it over GOOGL-Q also.

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Facebook (FB-Q)
October 29, 2018

He does not anticipating anything in particular to happen with earnings. They have guided toward higher operating expenditures. Normally they don't spend as much as they guide to. He got out because of declining engagement on their platforms. Core growth is from Instagram. He prefers AMZN-Q because they get a lot of advertizing dollars. He prefers it over GOOGL-Q also.

BUY
BUY
October 26, 2018

They report next week. He doesn't think they'll be in the doghouse much longer. He sees 25% EPS growth. One third of the planet are clients to monetize. The stock may drop further, but in 3-4 months, you won't lose. FB will rise again.

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Facebook (FB-Q)
October 26, 2018

They report next week. He doesn't think they'll be in the doghouse much longer. He sees 25% EPS growth. One third of the planet are clients to monetize. The stock may drop further, but in 3-4 months, you won't lose. FB will rise again.

COMMENT
COMMENT
October 22, 2018

Ad dollars are shifting from print to digital. Google, Facebook and Amazon are basically a money tunnel, collecting that ad revenue. But he worries about regulations against Facebook, given the 2016 U.S. election, while others are unhappy with the content FB is including. So, nobody is happy with FB. Data breaches don't help.

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Facebook (FB-Q)
October 22, 2018

Ad dollars are shifting from print to digital. Google, Facebook and Amazon are basically a money tunnel, collecting that ad revenue. But he worries about regulations against Facebook, given the 2016 U.S. election, while others are unhappy with the content FB is including. So, nobody is happy with FB. Data breaches don't help.

DON'T BUY
DON'T BUY
October 19, 2018

Does not fit into their valuation they are looking at right now. They sold it in the spring. Big risk for this space is the regulatory moves, which can be very punitive. They are investing in security that they did not have to before. There is a cloud hanging over Facebook. Not on their list right now.

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Facebook (FB-Q)
October 19, 2018

Does not fit into their valuation they are looking at right now. They sold it in the spring. Big risk for this space is the regulatory moves, which can be very punitive. They are investing in security that they did not have to before. There is a cloud hanging over Facebook. Not on their list right now.

PAST TOP PICK
PAST TOP PICK
October 17, 2018

(Past Top Pick Aug.22, 2018, Down 8%) Still believes in it. He doesn't expect blowout earnings, since from August to now we're still in negative sentiment. Even now with all this negativitiy, FB is doing $20-billion cash a year. Who else does that? Companies like this are very good at managing expenses.

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Facebook (FB-Q)
October 17, 2018

(Past Top Pick Aug.22, 2018, Down 8%) Still believes in it. He doesn't expect blowout earnings, since from August to now we're still in negative sentiment. Even now with all this negativitiy, FB is doing $20-billion cash a year. Who else does that? Companies like this are very good at managing expenses.

COMMENT
COMMENT
October 11, 2018

The big issue is how they deal with people use FB to subvert elections. Will this have an effect on their next numbers? Also, how do they monetize Instagram? Some management turmoil here. Also FB usage is down, though Instagram use is up. Google is easier to understand from an online ad perspective.

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Facebook (FB-Q)
October 11, 2018

The big issue is how they deal with people use FB to subvert elections. Will this have an effect on their next numbers? Also, how do they monetize Instagram? Some management turmoil here. Also FB usage is down, though Instagram use is up. Google is easier to understand from an online ad perspective.

BUY
BUY
September 28, 2018

Recent news good? Doesn’t think the Instagram founder’s leaving is negative, though the security breach is. Trading at 17x 2020 earnings. Took down growth, probably being conservative. Modelling 25% share growth, trading at a market multiple, for something that’s this disruptive, it’s a really good deal. You can buy it.

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Facebook (FB-Q)
September 28, 2018

Recent news good? Doesn’t think the Instagram founder’s leaving is negative, though the security breach is. Trading at 17x 2020 earnings. Took down growth, probably being conservative. Modelling 25% share growth, trading at a market multiple, for something that’s this disruptive, it’s a really good deal. You can buy it.

COMMENT
COMMENT
September 26, 2018

It's starting to breakdown, meaning it's broken through its moving average. If it takes out its last low of $160, FB is in trouble. Some tech stocks are breaking down like this.

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Facebook (FB-Q)
September 26, 2018

It's starting to breakdown, meaning it's broken through its moving average. If it takes out its last low of $160, FB is in trouble. Some tech stocks are breaking down like this.

COMMENT
COMMENT
September 25, 2018

He sold FB in February. Something didn't feel right; he didn't expect the big drop in the spring, then it rallied, then dropped again. There's too much of FB happening in the media like the Instagram founders leaving today. Too much attention and he doesn't like that. Wait till it goes from the headlines to the back page before you get interested again. FB is very undervalued. He doesn't want to be in it right now. He's not on Facebook now. That said, it looks amazing now going forward and the story isn't over. Really good valuation.

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Facebook (FB-Q)
September 25, 2018

He sold FB in February. Something didn't feel right; he didn't expect the big drop in the spring, then it rallied, then dropped again. There's too much of FB happening in the media like the Instagram founders leaving today. Too much attention and he doesn't like that. Wait till it goes from the headlines to the back page before you get interested again. FB is very undervalued. He doesn't want to be in it right now. He's not on Facebook now. That said, it looks amazing now going forward and the story isn't over. Really good valuation.

TOP PICK
TOP PICK
September 24, 2018

After their report in July, they dropped a whopping 20%. They're smart by traditionally underpromising; also smart by deflecting the current privacy issues. Now, they are undervalued. Peel back layers to find a company with a massive economic moat of 2.2 billion users. Those who've left Facebook are going to Instagram--which Facebook owns. They also own WhatsApp, which has a billion users. The return on ad spend is better than Google, he understands from advertising people. He will add to his position. (Analysts' price target $205.12)

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Facebook (FB-Q)
September 24, 2018

After their report in July, they dropped a whopping 20%. They're smart by traditionally underpromising; also smart by deflecting the current privacy issues. Now, they are undervalued. Peel back layers to find a company with a massive economic moat of 2.2 billion users. Those who've left Facebook are going to Instagram--which Facebook owns. They also own WhatsApp, which has a billion users. The return on ad spend is better than Google, he understands from advertising people. He will add to his position. (Analysts' price target $205.12)

BUY
BUY
September 21, 2018

Following the drop in August it is now a buy on their list. There are over 2 billion users around the world. The fear of privacy are behind them and they should generate 20% growth in revenues and margin. This is a good opportunity to buy on the dip.

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Facebook (FB-Q)
September 21, 2018

Following the drop in August it is now a buy on their list. There are over 2 billion users around the world. The fear of privacy are behind them and they should generate 20% growth in revenues and margin. This is a good opportunity to buy on the dip.

TOP PICK
TOP PICK
September 20, 2018

They won the crowd with Facebook and Instagram. They got through the Cambridge Analytica scandal. The shakeout has taken place. They have no debt. ROE is 20%. (Analysts’ price target $205.12).

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Facebook (FB-Q)
September 20, 2018

They won the crowd with Facebook and Instagram. They got through the Cambridge Analytica scandal. The shakeout has taken place. They have no debt. ROE is 20%. (Analysts’ price target $205.12).

TOP PICK
TOP PICK
September 20, 2018

It is all about Instagram. He thinks it is going to be the shopping mall to the world. Worldwide. The regulation problems are providing a bigger moat to this company. (Analysts’ price target is $205.12)

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Facebook (FB-Q)
September 20, 2018

It is all about Instagram. He thinks it is going to be the shopping mall to the world. Worldwide. The regulation problems are providing a bigger moat to this company. (Analysts’ price target is $205.12)

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