Facebook

FB-Q

NASDAQ:FB

233.42
4.13 (1.74%)
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
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)

Show full opinionHide full opinion
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.

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