NYSE:TWTR
30.39
0.09
(0.30%)
Twitter is an online news and social networking service where users post and interact with messages, called "tweets."
More at Wikipedia
Analysis and Opinions about TWTR-N
Signal
Opinion
Expert
DON'T BUY
DON'T BUY
November 29, 2019
Twitter makes money through advertising. He would prefer Google or Facebook. The risk is that Twitter could be hurt if Donald Trump is not re-elected.
Twitter makes money through advertising. He would prefer Google or Facebook. The risk is that Twitter could be hurt if Donald Trump is not re-elected.
DON'T BUY
DON'T BUY
November 1, 2019
It decided yesterday that they would no longer run political ads. It had good price momentum, but now it appears to be failing. If they miss their earnings they are at risk. They have a solid balance sheet, but it is just the valuation is too rich.
It decided yesterday that they would no longer run political ads. It had good price momentum, but now it appears to be failing. If they miss their earnings they are at risk. They have a solid balance sheet, but it is just the valuation is too rich.
DON'T BUY
DON'T BUY
September 11, 2019
They have demonstrated stability of earnings. Long term, he wonders if they can monetize their business strategy. It has to go through a big investment cycle to keep up with the other social media platforms. The online market is getting increasingly competitive. This is not a well-timed entry.
They have demonstrated stability of earnings. Long term, he wonders if they can monetize their business strategy. It has to go through a big investment cycle to keep up with the other social media platforms. The online market is getting increasingly competitive. This is not a well-timed entry.
PAST TOP PICK
PAST TOP PICK
August 28, 2019
(A Top Pick Aug 29/18, Up 19%) He sold it at $42. A great recovery story. User growth is still looking good. It hit his price target and they wondered if the user growth could continue. Investors are paying twice as much for half the growth of Facebook, so he moved there.
(A Top Pick Aug 29/18, Up 19%) He sold it at $42. A great recovery story. User growth is still looking good. It hit his price target and they wondered if the user growth could continue. Investors are paying twice as much for half the growth of Facebook, so he moved there.
PAST TOP PICK
PAST TOP PICK
July 22, 2019
(A Top Pick Jul 09/18, Down 15%) He sold it in the low-$30's. Expect this to swoon and buy in the high-$20s.
(A Top Pick Jul 09/18, Down 15%) He sold it in the low-$30's. Expect this to swoon and buy in the high-$20s.
DON'T BUY
DON'T BUY
June 21, 2019
BUY
BUY
June 5, 2019
He uses it too much. Huge potential. It has become too mean so they are trying to banish some users. One of the most valuable media properties in the world. A candidate for a takeover.
He uses it too much. Huge potential. It has become too mean so they are trying to banish some users. One of the most valuable media properties in the world. A candidate for a takeover.
BUY
BUY
April 24, 2019
One of the best media platforms that exists. Their old-fashioned user metrics are great. He thinks it is going to be swallowed up.
One of the best media platforms that exists. Their old-fashioned user metrics are great. He thinks it is going to be swallowed up.
WATCH
WATCH
April 15, 2019
We have some resistance where we are now ($36). If it gets through it will move quickly.
We have some resistance where we are now ($36). If it gets through it will move quickly.
TOP PICK
TOP PICK
March 28, 2019
They are focusing on purging negative and fake accounts. He'd be surprised if it is not taken out by another media company. He uses Twitter a lot. (Analysts’ price target is $32.85)
They are focusing on purging negative and fake accounts. He'd be surprised if it is not taken out by another media company. He uses Twitter a lot. (Analysts’ price target is $32.85)
PAST TOP PICK
PAST TOP PICK
March 4, 2019
(A Top Pick Jul 09/18, Down 31%) He bought this in Dec. 2016 around $16 and rode it to the $40's, then sold it at $34 recently.
(A Top Pick Jul 09/18, Down 31%) He bought this in Dec. 2016 around $16 and rode it to the $40's, then sold it at $34 recently.
DON'T BUY
DON'T BUY
January 8, 2019
He's not sure if there'll be growth. They've had so many reports misses. The matrix around advertising needs to change, though Twitter is here to stay. He thinks ultimately Twitter will become part of something else.
He's not sure if there'll be growth. They've had so many reports misses. The matrix around advertising needs to change, though Twitter is here to stay. He thinks ultimately Twitter will become part of something else.
DON'T BUY
DON'T BUY
December 13, 2018
Its growth has stalled out. A great aggregator for news information. Not an investable stock that he would look at. He tends to prefer more value oriented. The social media space is one area you need to be cautious because of regulation and privacy issues. There is always the potential for new entrants.
Its growth has stalled out. A great aggregator for news information. Not an investable stock that he would look at. He tends to prefer more value oriented. The social media space is one area you need to be cautious because of regulation and privacy issues. There is always the potential for new entrants.
DON'T BUY
DON'T BUY
September 12, 2018
He is cautious about this. Although the number of users is rising, he thinks they need to see a better rate of growth to monetize the value. He sees the long term growth being somewhat constrained.
He is cautious about this. Although the number of users is rising, he thinks they need to see a better rate of growth to monetize the value. He sees the long term growth being somewhat constrained.
WAIT
WAIT
July 27, 2018
Don’t hold on. Have to wait after a drop like this. If volume starts subsiding, could buy there. Lots of buying around $44, so this is not good at all. Might be support around $31. Way too early to get in.
Don’t hold on. Have to wait after a drop like this. If volume starts subsiding, could buy there. Lots of buying around $44, so this is not good at all. Might be support around $31. Way too early to get in.
Jeff Parent B. Eng. FCSI CIM
VP & Portfolio Manager, Chief Investment Officer, Castlemoore Inc.
$34.120
No
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