Facebook

FB-Q

NASDAQ:FB

254.35
0.68 (0.27%)
Facebook is an American for-profit corporation and an online social media and social networking service based in Menlo Park, California.
More at Wikipedia

Analysis and Opinions about FB-Q

Signal
Opinion
Expert
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.
Show full opinionHide full opinion
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.
Show full opinionHide full opinion
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.
Show full opinionHide full opinion
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.

Show full opinionHide full opinion
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.
Show full opinionHide full opinion
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.

Show full opinionHide full opinion
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."
Show full opinionHide full opinion
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."
BUY
BUY
April 22, 2019
It reports this week. If you listen only to the news and ignore the financial data, you'd conclude FB has fallen on hard times. During last year's bad headlines, they grew revenues 35%. This quarter, he expects year-over-year revenue growth to be 36%. FB boasts 2.3 billion active users. It's a great ad reveue model. Sure, there's some truth in privacy problems, but FB is trying to address them, and these are new issues for everyone.
Show full opinionHide full opinion
Facebook (FB-Q)
April 22, 2019
It reports this week. If you listen only to the news and ignore the financial data, you'd conclude FB has fallen on hard times. During last year's bad headlines, they grew revenues 35%. This quarter, he expects year-over-year revenue growth to be 36%. FB boasts 2.3 billion active users. It's a great ad reveue model. Sure, there's some truth in privacy problems, but FB is trying to address them, and these are new issues for everyone.
DON'T BUY
DON'T BUY
April 16, 2019
From what he hears from his kids, he thinks users will move away from Facebook, like Snapchat. Data concerns will be a negative.
Show full opinionHide full opinion
Facebook (FB-Q)
April 16, 2019
From what he hears from his kids, he thinks users will move away from Facebook, like Snapchat. Data concerns will be a negative.
BUY
BUY
April 4, 2019
Came back strongly form the December lows. There is the regulatory scrutiny and privacy concerns but it is cheap from a valuation perceptive. Good for a patient investor. not many companies can do what they do.
Show full opinionHide full opinion
Facebook (FB-Q)
April 4, 2019
Came back strongly form the December lows. There is the regulatory scrutiny and privacy concerns but it is cheap from a valuation perceptive. Good for a patient investor. not many companies can do what they do.
PAST TOP PICK
PAST TOP PICK
April 4, 2019
(A Top Pick Apr 12/18, Up 7%) You need to be bullish on this name particularly given the valuation. Trading at 22 times forward earnings with a 22% EPS growth rate. That gives you a 1.0 PEG. Not many 1.0 PEGs in the technology sector. 2.3 billion active users and growing. 1.5 billion WhatsApp users. 19% ROE. No way to advertise in such a direct way. Once the clouds of the regulatory and privacy issue is removed this stock is going to be very strong.
Show full opinionHide full opinion
Facebook (FB-Q)
April 4, 2019
(A Top Pick Apr 12/18, Up 7%) You need to be bullish on this name particularly given the valuation. Trading at 22 times forward earnings with a 22% EPS growth rate. That gives you a 1.0 PEG. Not many 1.0 PEGs in the technology sector. 2.3 billion active users and growing. 1.5 billion WhatsApp users. 19% ROE. No way to advertise in such a direct way. Once the clouds of the regulatory and privacy issue is removed this stock is going to be very strong.
BUY
BUY
April 1, 2019
It has one of the best business models ever. With Facebook you know exactly what viewers they are reaching which is good for advertisers. FB is in the headlines as a punching bag, but FB has turned a corner. They're spending a lot of money on online privacy. He expects FB to hit all-time highs.
Show full opinionHide full opinion
Facebook (FB-Q)
April 1, 2019
It has one of the best business models ever. With Facebook you know exactly what viewers they are reaching which is good for advertisers. FB is in the headlines as a punching bag, but FB has turned a corner. They're spending a lot of money on online privacy. He expects FB to hit all-time highs.
HOLD
HOLD
March 28, 2019
The real growth story for them is Instagram and WhatsApp. There are privacy concerns but he thinks it will come on the other side of this looking even better.
Show full opinionHide full opinion
Facebook (FB-Q)
March 28, 2019
The real growth story for them is Instagram and WhatsApp. There are privacy concerns but he thinks it will come on the other side of this looking even better.
PAST TOP PICK
PAST TOP PICK
March 21, 2019
(A Top Pick Mar 14/18, Down 10%) They are not responsible for the content of video for a number of minutes. The technology is here to stay and it is how we as a society choose to govern it. It is a case of privacy vs. convenience. After bad news stories about it, subscriber numbers still go up. These are just teething problems.
Show full opinionHide full opinion
Facebook (FB-Q)
March 21, 2019
(A Top Pick Mar 14/18, Down 10%) They are not responsible for the content of video for a number of minutes. The technology is here to stay and it is how we as a society choose to govern it. It is a case of privacy vs. convenience. After bad news stories about it, subscriber numbers still go up. These are just teething problems.
PAST TOP PICK
PAST TOP PICK
March 14, 2019
(A Top Pick Aug 22/18, Down 2%) Great open of the year. 4Q was really good. The headline risk is still there. They are the biggest in social media. Revenues are very solid. The product is in place.
Show full opinionHide full opinion
Facebook (FB-Q)
March 14, 2019
(A Top Pick Aug 22/18, Down 2%) Great open of the year. 4Q was really good. The headline risk is still there. They are the biggest in social media. Revenues are very solid. The product is in place.
Showing 76 to 90 of 463 entries