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
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."
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