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

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Opinion
Expert
WAIT
WAIT
September 19, 2018

The stock has broken technically. All social media has been pressured. Short-run, there's noise. Until technicals improve, he won't enter this. He'd wait for a better entry point. Remember: a lot of investors who bought when the stock climbed to $220 will sell when FB rises to those levels again. Why wait for that?

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Facebook (FB-Q)
September 19, 2018

The stock has broken technically. All social media has been pressured. Short-run, there's noise. Until technicals improve, he won't enter this. He'd wait for a better entry point. Remember: a lot of investors who bought when the stock climbed to $220 will sell when FB rises to those levels again. Why wait for that?

BUY
BUY
September 18, 2018

He reduced his exposure to FB because it was getting too large in his portfolio and because of regulatory risks and costs. It's now down to a reasonable valuation. You can buy it here. There remains headline risk. But FB is doing the right thing to improve security, and this will get politicians off their back; it'll cost them money to do this. They're still growing rapidly, particularly in Instagram and Messenger. Well-run. The stock will be in the doghouse, but give them credit for using AI to weed out bad actors on their platform. Look long-term.

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Facebook (FB-Q)
September 18, 2018

He reduced his exposure to FB because it was getting too large in his portfolio and because of regulatory risks and costs. It's now down to a reasonable valuation. You can buy it here. There remains headline risk. But FB is doing the right thing to improve security, and this will get politicians off their back; it'll cost them money to do this. They're still growing rapidly, particularly in Instagram and Messenger. Well-run. The stock will be in the doghouse, but give them credit for using AI to weed out bad actors on their platform. Look long-term.

WATCH
WATCH
September 17, 2018

It has certainly gotten cheaper. It is hard to give recommendations over the long run on this stock. Despite their earnings miss, they have still not recovered. Their valuation is okay and reasonable relative to other tech stocks. For now it is a neutral and if it keeps declining it will be a sell.

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Facebook (FB-Q)
September 17, 2018

It has certainly gotten cheaper. It is hard to give recommendations over the long run on this stock. Despite their earnings miss, they have still not recovered. Their valuation is okay and reasonable relative to other tech stocks. For now it is a neutral and if it keeps declining it will be a sell.

BUY
BUY
September 12, 2018

More recently, stock has gotten hit because of privacy and data issues. Trading below 200-day moving average. Long-term, we’re not going to shift from targeted, digital advertising. Trading at 22x earnings, with a 22% growth rate, which is pretty cheap. Put your stop losses in place, but he continues to like it.

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Facebook (FB-Q)
September 12, 2018

More recently, stock has gotten hit because of privacy and data issues. Trading below 200-day moving average. Long-term, we’re not going to shift from targeted, digital advertising. Trading at 22x earnings, with a 22% growth rate, which is pretty cheap. Put your stop losses in place, but he continues to like it.

WAIT
WAIT
September 11, 2018

In the space of digital advertising, she owns Alphabet rather than Facebook. The valuation of Facebook has contracted recently, making it appear cheaper, but she is waiting, probably for a year, to see the cost and effects of new government regulations.

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Facebook (FB-Q)
September 11, 2018

In the space of digital advertising, she owns Alphabet rather than Facebook. The valuation of Facebook has contracted recently, making it appear cheaper, but she is waiting, probably for a year, to see the cost and effects of new government regulations.

COMMENT
COMMENT
September 11, 2018

I don't know how this company makes money. Why do people pay to see, say, my pictures online? Disclosure: he's never made money in social media. He's not the best guy to talk about this stock; he doesn't understand this business.

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Facebook (FB-Q)
September 11, 2018

I don't know how this company makes money. Why do people pay to see, say, my pictures online? Disclosure: he's never made money in social media. He's not the best guy to talk about this stock; he doesn't understand this business.

DON'T BUY
DON'T BUY
September 10, 2018

He has owned it in the past. It is a great company. The valuation is not as challenged as it once was. He prefers GOOGL-Q to play technology. Trump could impose more regulation on these companies. GOOGL-Q is cheaper on a price to earnings basis and is less risky on a regulatory basis right now.

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Facebook (FB-Q)
September 10, 2018

He has owned it in the past. It is a great company. The valuation is not as challenged as it once was. He prefers GOOGL-Q to play technology. Trump could impose more regulation on these companies. GOOGL-Q is cheaper on a price to earnings basis and is less risky on a regulatory basis right now.

COMMENT
COMMENT
September 7, 2018

A pillar of the advertising community, because it’s easy to spend ad money on Facebook. His issue with social media platforms is that people stop using them. FB has stature and management quality. Thinks you’re OK to own it, because it’s not going out of business.

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Facebook (FB-Q)
September 7, 2018

A pillar of the advertising community, because it’s easy to spend ad money on Facebook. His issue with social media platforms is that people stop using them. FB has stature and management quality. Thinks you’re OK to own it, because it’s not going out of business.

DON'T BUY
DON'T BUY
September 4, 2018

He is responding to a question about the impact of privacy or antitrust regulation on Facebook. Facebook is huge and is wildly profitable. However, privacy issues are not going away, and the regulatory environment can only get tougher, at some point. In addition, individuals are getting smarter, and many younger users are not using Facebook. Some of the alternatives are beneficial to Facebook, but others not. User growth has matured. Management has done a fantastic job, but the stock is still priced for significant growth. If the stock misses earnings by even a penny or two, investors might see a 10% to 15% drop in share price, and that could be a time to buy.

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Facebook (FB-Q)
September 4, 2018

He is responding to a question about the impact of privacy or antitrust regulation on Facebook. Facebook is huge and is wildly profitable. However, privacy issues are not going away, and the regulatory environment can only get tougher, at some point. In addition, individuals are getting smarter, and many younger users are not using Facebook. Some of the alternatives are beneficial to Facebook, but others not. User growth has matured. Management has done a fantastic job, but the stock is still priced for significant growth. If the stock misses earnings by even a penny or two, investors might see a 10% to 15% drop in share price, and that could be a time to buy.

COMMENT
COMMENT
August 31, 2018

Internet stocks tend to do well from September to end of year. Technically, had a significant negative reaction to earnings. Going to be a lid on the stock until the recent gap gets closed. Nothing special right now.

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Facebook (FB-Q)
August 31, 2018

Internet stocks tend to do well from September to end of year. Technically, had a significant negative reaction to earnings. Going to be a lid on the stock until the recent gap gets closed. Nothing special right now.

BUY
BUY
August 30, 2018

Model price is $157.26. He sees it as an opportunity to pick this stock up now. It is above its model price and he has had it for some time until selling recently but it was moving from a value name into a growth name. He would be a buyer here. It is a good name.

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Facebook (FB-Q)
August 30, 2018

Model price is $157.26. He sees it as an opportunity to pick this stock up now. It is above its model price and he has had it for some time until selling recently but it was moving from a value name into a growth name. He would be a buyer here. It is a good name.

STRONG BUY
STRONG BUY
August 29, 2018

He was amused by its last earnings. They already have two billion users, so they won't grow by leaps anymore. Be real--investors were disappointed by their weak user growth? Rather, what share of online advertising do they hold? With Google, Facebook dominates here. Their ad revenue stream is deep and long. Advertisers continue to go to the internet, which is Facebook and Google. Advertising, not user growth, is the metric to look at. The plunge on Facebook after earnings last month was way overdone.

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Facebook (FB-Q)
August 29, 2018

He was amused by its last earnings. They already have two billion users, so they won't grow by leaps anymore. Be real--investors were disappointed by their weak user growth? Rather, what share of online advertising do they hold? With Google, Facebook dominates here. Their ad revenue stream is deep and long. Advertisers continue to go to the internet, which is Facebook and Google. Advertising, not user growth, is the metric to look at. The plunge on Facebook after earnings last month was way overdone.

HOLD
HOLD
August 27, 2018

He says it is a hold because of the regulatory environment. There is not another option for small businesses to go to to advertize because of the number of users. If they can keep chipping away at the revenue per user, it will be positive. There could be some regulatory pressures as we head into mid-term elections.

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Facebook (FB-Q)
August 27, 2018

He says it is a hold because of the regulatory environment. There is not another option for small businesses to go to to advertize because of the number of users. If they can keep chipping away at the revenue per user, it will be positive. There could be some regulatory pressures as we head into mid-term elections.

WEAK BUY
WEAK BUY
August 24, 2018

Sports streaming is a big step. It has a natural propensity to grab market share compared to its competitors. Likes their positioning in content dissemination. This could be the Netflix moment for Facebook. (Analysts’ price target is $206.74.)

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Facebook (FB-Q)
August 24, 2018

Sports streaming is a big step. It has a natural propensity to grab market share compared to its competitors. Likes their positioning in content dissemination. This could be the Netflix moment for Facebook. (Analysts’ price target is $206.74.)

TOP PICK
TOP PICK
August 22, 2018

Revenues are going to be lower and expenses are going to be higher. They have the cash. To be able to buy this on this dip is an opportunity. Going to generate $20B in cash. Valuation is a struggle with these types of stocks, but the cash flow is incredible. Yield = 0% (Analysts’ price target is $206.74)

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Facebook (FB-Q)
August 22, 2018

Revenues are going to be lower and expenses are going to be higher. They have the cash. To be able to buy this on this dip is an opportunity. Going to generate $20B in cash. Valuation is a struggle with these types of stocks, but the cash flow is incredible. Yield = 0% (Analysts’ price target is $206.74)

BUY
BUY
August 21, 2018

It’s had a bumpy road, with the reputational risk that it has been addressing. This happens with all big companies. As they get large, third parties and governments get involved and pose new challenges. He does not expect much new regulation given the current attitudes toward intellectual property protection and free speech. They have 2 billion active monthly users, which is an advertiser’s dream. Along with monetizing their Facebook user base, they are monetizing other things such as Instagram, which is taking new technology forward. This illustrates that the traditional Facebook model has morphed, which is what successful companies do. Facebook was a high-valuation stock that has come down in valuation as both price and earnings have risen, because earnings have come up faster than price. He has trimmed his holdings of Facebook as its price has come up, to keep it from taking up too much space in his portfolio.

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Facebook (FB-Q)
August 21, 2018

It’s had a bumpy road, with the reputational risk that it has been addressing. This happens with all big companies. As they get large, third parties and governments get involved and pose new challenges. He does not expect much new regulation given the current attitudes toward intellectual property protection and free speech. They have 2 billion active monthly users, which is an advertiser’s dream. Along with monetizing their Facebook user base, they are monetizing other things such as Instagram, which is taking new technology forward. This illustrates that the traditional Facebook model has morphed, which is what successful companies do. Facebook was a high-valuation stock that has come down in valuation as both price and earnings have risen, because earnings have come up faster than price. He has trimmed his holdings of Facebook as its price has come up, to keep it from taking up too much space in his portfolio.

BUY
BUY
August 20, 2018

It's had a drop down to technical support at $168. FMV is 20% below current price. On the other hand, it's had a nice pullback and around $168 is okay to buy.

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Facebook (FB-Q)
August 20, 2018

It's had a drop down to technical support at $168. FMV is 20% below current price. On the other hand, it's had a nice pullback and around $168 is okay to buy.

COMMENT
COMMENT
August 20, 2018

In the short term, it could easily pull back to $150 that we saw earlier this year. What'll happen to FANG stocks in the inevitable recession (within 2 years)? History tells us that high-multiple companies will get hit, which will be new to Facebook.

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Facebook (FB-Q)
August 20, 2018

In the short term, it could easily pull back to $150 that we saw earlier this year. What'll happen to FANG stocks in the inevitable recession (within 2 years)? History tells us that high-multiple companies will get hit, which will be new to Facebook.

DON'T BUY
DON'T BUY
August 20, 2018

It has valuable franchises, but he sold it at the start of 2018. Like everyone, he can't figure out the growth rate. There appears to be a decline in core Facebook users in America, which is a worry. Meanwhile, there are increasing costs.
Does the company understand the costs to meet compliance (i.e. to remove hate posts)? He predicts they will find an algorithm to solve this. They'll likely need 12 months to solve this problem. Now, he's concerned about their tone-deaf
attitude to the fears of governments, and to declining usage in some countries.

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Facebook (FB-Q)
August 20, 2018

It has valuable franchises, but he sold it at the start of 2018. Like everyone, he can't figure out the growth rate. There appears to be a decline in core Facebook users in America, which is a worry. Meanwhile, there are increasing costs.
Does the company understand the costs to meet compliance (i.e. to remove hate posts)? He predicts they will find an algorithm to solve this. They'll likely need 12 months to solve this problem. Now, he's concerned about their tone-deaf
attitude to the fears of governments, and to declining usage in some countries.

COMMENT
COMMENT
August 17, 2018

At $120 he’d be interested. Problem is that expenses have gone up, so margins have gone down. High multiple. If you buy at $150-60, it’s OK for a 5-year hold. Headline risk could create a cheaper entry point.

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Facebook (FB-Q)
August 17, 2018

At $120 he’d be interested. Problem is that expenses have gone up, so margins have gone down. High multiple. If you buy at $150-60, it’s OK for a 5-year hold. Headline risk could create a cheaper entry point.

BUY
BUY
August 16, 2018

This stock has raised some eyebrows regarding longevity of tech rally. He thinks it has been oversold and probably not a bad entry point. He thinks the stock is undervalued at these levels. A good entry point for a short term play.

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Facebook (FB-Q)
August 16, 2018

This stock has raised some eyebrows regarding longevity of tech rally. He thinks it has been oversold and probably not a bad entry point. He thinks the stock is undervalued at these levels. A good entry point for a short term play.

WATCH
WATCH
July 27, 2018

An eventful day yesterday, trading down 20%. His analysis after the Cambridge Analytica scandal suggested buying near $120 would be a good target. Their head count is up 45% and the AI investment will take time and money. If you own it, hold it, but he is waiting for better value.

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Facebook (FB-Q)
July 27, 2018

An eventful day yesterday, trading down 20%. His analysis after the Cambridge Analytica scandal suggested buying near $120 would be a good target. Their head count is up 45% and the AI investment will take time and money. If you own it, hold it, but he is waiting for better value.

WATCH
WATCH
July 27, 2018

Last time FB had a big drop, it continued dropping. Stable today. Technically, not an entry point. Be very, very careful with a stock like this. Any stock with a big drop, have to wait until it forms a pattern. Support is about $165, if it breaks that, it’ll go down to $150.

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Facebook (FB-Q)
July 27, 2018

Last time FB had a big drop, it continued dropping. Stable today. Technically, not an entry point. Be very, very careful with a stock like this. Any stock with a big drop, have to wait until it forms a pattern. Support is about $165, if it breaks that, it’ll go down to $150.

BUY
BUY
July 26, 2018

It is an opportunity because he believes in it long term. It could be bumpy over the next 6 months as they have some CAP-X spending to make on security. He will buy when it pays a dividend.

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Facebook (FB-Q)
July 26, 2018

It is an opportunity because he believes in it long term. It could be bumpy over the next 6 months as they have some CAP-X spending to make on security. He will buy when it pays a dividend.

BUY
BUY
July 26, 2018

They just guided down 35% margins on this quarter. They are probably being conservative. They have 2.2 billion users. A third of the planet. Trading at 17 times 2020 earnings. You have to own this name as long as you believe they can execute. He wrote a put today. Forced himself to own it at 170.00. He thinks there is more growth there.

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Facebook (FB-Q)
July 26, 2018

They just guided down 35% margins on this quarter. They are probably being conservative. They have 2.2 billion users. A third of the planet. Trading at 17 times 2020 earnings. You have to own this name as long as you believe they can execute. He wrote a put today. Forced himself to own it at 170.00. He thinks there is more growth there.

BUY
BUY
July 24, 2018

He expects Facebook will report a positive surprise. The stock has done very well since the spring. You could take some profits. Advertising is moving from TV to social media. Google just reported surprise earnings, and he expects the same for FB.

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Facebook (FB-Q)
July 24, 2018

He expects Facebook will report a positive surprise. The stock has done very well since the spring. You could take some profits. Advertising is moving from TV to social media. Google just reported surprise earnings, and he expects the same for FB.

DON'T BUY
DON'T BUY
June 27, 2018

He sold it because of March's great uncertainty and the direction that regulators were going into. He's not tempted to get back in. He's happy to hold Apple as his exposure to digital advertising.

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Facebook (FB-Q)
June 27, 2018

He sold it because of March's great uncertainty and the direction that regulators were going into. He's not tempted to get back in. He's happy to hold Apple as his exposure to digital advertising.

BUY
BUY
June 25, 2018

Facebook or Apple? Apple's become like a regular stock, not as crazy as it used to be. The sky's the limit with Facebook with so many users. He'd choose Facebook. It's got plenty of upside.

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Facebook (FB-Q)
June 25, 2018

Facebook or Apple? Apple's become like a regular stock, not as crazy as it used to be. The sky's the limit with Facebook with so many users. He'd choose Facebook. It's got plenty of upside.

BUY
BUY
June 22, 2018

FANG stock so very crowded. Not super cheap. Ad growth better than expected for Q1. He thinks that the street continues to underestimate the potential to monetize their new products. Growing at 25%.

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Facebook (FB-Q)
June 22, 2018

FANG stock so very crowded. Not super cheap. Ad growth better than expected for Q1. He thinks that the street continues to underestimate the potential to monetize their new products. Growing at 25%.

TOP PICK
TOP PICK
June 22, 2018

They have 2 billion customers who they sell advertising to. Great earnings growth. When it stumbled to $163, it was a great time to buy. Along with Google, these companies dominate digital advertising. Yield 0%. (Analysts’ price target is $222.69)


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Facebook (FB-Q)
June 22, 2018

They have 2 billion customers who they sell advertising to. Great earnings growth. When it stumbled to $163, it was a great time to buy. Along with Google, these companies dominate digital advertising. Yield 0%. (Analysts’ price target is $222.69)


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