Twitter, Inc

TWTR-N

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, Inc (TWTR-N)
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.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$30.910
Owned
No
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.
Twitter, Inc (TWTR-N)
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.
Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$29.485
Owned
No
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.
Twitter, Inc (TWTR-N)
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.
Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$43.250
Owned
No
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.

Twitter, Inc (TWTR-N)
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.

Kim Bolton
President and Portfolio Manager, Black Swan Dexteritas
Price
$41.680
Owned
No
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.
Twitter, Inc (TWTR-N)
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.
Kim Bolton
President and Portfolio Manager, Black Swan Dexteritas
Price
$37.580
Owned
No
DON'T BUY
DON'T BUY
June 21, 2019

He doesn't follow the social media companies, but the issue with Twitter is them struggling with monetizing user engagement. Compare this to Google and Facebook, which knows how. Twitter has ups and downs in terms of usage.

Twitter, Inc (TWTR-N)
June 21, 2019

He doesn't follow the social media companies, but the issue with Twitter is them struggling with monetizing user engagement. Compare this to Google and Facebook, which knows how. Twitter has ups and downs in terms of usage.

John Kim
Portfolio Manager, Aston Hill Financial
Price
$35.020
Owned
No
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.
Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$36.330
Owned
Unknown
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.
Twitter, Inc (TWTR-N)
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.
Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$39.290
Owned
Yes
WATCH
WATCH
April 15, 2019
We have some resistance where we are now ($36). If it gets through it will move quickly.
Twitter, Inc (TWTR-N)
April 15, 2019
We have some resistance where we are now ($36). If it gets through it will move quickly.
Hap (Robert) Sneddon FCSI
Chief Portfolio Manager & Founder, Castlemoore Inc.
Price
$34.710
Owned
Unknown
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)
Twitter, Inc (TWTR-N)
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)
Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$32.870
Owned
Yes
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.
Twitter, Inc (TWTR-N)
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.
Kim Bolton
President and Portfolio Manager, Black Swan Dexteritas
Price
$30.500
Owned
No
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.
Twitter, Inc (TWTR-N)
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.
Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$31.800
Owned
Unknown
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.
Twitter, Inc (TWTR-N)
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.
John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$35.890
Owned
No
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.

Twitter, Inc (TWTR-N)
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.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$29.750
Owned
No
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.

Twitter, Inc (TWTR-N)
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.

Jeff Parent B. Eng. FCSI CIM
VP & Portfolio Manager, Chief Investment Officer, Castlemoore Inc.
Price
$34.120
Owned
No
Showing 1 to 15 of 108 entries