Twitter, Inc

TWTR-N

NYSE:TWTR

23.02
0.30 (1.29%)
Twitter is an online news and social networking service where users post and interact with messages, called "tweets."
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Analysis and Opinions about TWTR-N

Signal
Opinion
Expert
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.

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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.

STRONG BUY
STRONG BUY
July 9, 2018

Twitter has 336 million active users after purging a large portion of fake accounts and bots. Some investors were suspicious of this, but he sees this is an opportunity. Twitter has a very long runway--he's very bullish.

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Twitter has 336 million active users after purging a large portion of fake accounts and bots. Some investors were suspicious of this, but he sees this is an opportunity. Twitter has a very long runway--he's very bullish.

TOP PICK
TOP PICK
July 9, 2018

He thinks the market is undervaluing their growth rate--they have grown past revenues beyond market estimates. By 2020, revenues should exceed $4 billion instead of $3.6 billion. (Analysts' price target: $32.87)

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He thinks the market is undervaluing their growth rate--they have grown past revenues beyond market estimates. By 2020, revenues should exceed $4 billion instead of $3.6 billion. (Analysts' price target: $32.87)

SELL STRENGTH
SELL STRENGTH
July 4, 2018

It's had a tough time and only recently has moved higher. He has bought and sold it. Facebook is a better buy. Take profits. Expected 30% growth rate, but its forward PE is rich. Put a stop loss or wait. Hard to say if this will be bought out.

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It's had a tough time and only recently has moved higher. He has bought and sold it. Facebook is a better buy. Take profits. Expected 30% growth rate, but its forward PE is rich. Put a stop loss or wait. Hard to say if this will be bought out.

SELL STRENGTH
SELL STRENGTH
July 4, 2018

It's had a tough time and only recently has moved higher. He has bought and sold it. Facebook is a better buy. Take profits. Expected 30% growth rate, but its forward PE is rich. Put a stop loss or wait. Hard to say if this will be bought out.

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It's had a tough time and only recently has moved higher. He has bought and sold it. Facebook is a better buy. Take profits. Expected 30% growth rate, but its forward PE is rich. Put a stop loss or wait. Hard to say if this will be bought out.

BUY WEAKNESS
BUY WEAKNESS
June 8, 2018

The social media sector, outside of Facebook, tends to have fewer levers to pull when things don’t work. Not his cup of tea at this point because it has a 40 times PE ratio after doubling in the last year. He would move part of the position into something else after the great gains. It is fully valued.

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The social media sector, outside of Facebook, tends to have fewer levers to pull when things don’t work. Not his cup of tea at this point because it has a 40 times PE ratio after doubling in the last year. He would move part of the position into something else after the great gains. It is fully valued.

DON'T BUY
DON'T BUY
June 1, 2018

It's performed well over the past year as more active users have come on. Twitter makes a bit of money. Operates at 25x EBITDA. The online advertising space is incredibly competitive so he'd rather own Google or Facebook. Don't own this for the long-term.

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It's performed well over the past year as more active users have come on. Twitter makes a bit of money. Operates at 25x EBITDA. The online advertising space is incredibly competitive so he'd rather own Google or Facebook. Don't own this for the long-term.

COMMENT
COMMENT
May 14, 2018

After the Facebook blow up this is interesting. He is still struggling with monetization on social platforms. It is a PE of 65. You are betting on a lot of things working that have not worked. They even have Trump as their bill board. Twitter is better than Facebook, though. Twitter will stick, whereas Facebook may not.

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After the Facebook blow up this is interesting. He is still struggling with monetization on social platforms. It is a PE of 65. You are betting on a lot of things working that have not worked. They even have Trump as their bill board. Twitter is better than Facebook, though. Twitter will stick, whereas Facebook may not.

TOP PICK
TOP PICK
January 18, 2018

Feels this is now entering FANG territory. This is what Trump uses to rule the world. It reaches millions and millions of people. It’s put on lots and lots of new services. There are great, great possibilities with this. (Analysts' price target is $21.)

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Twitter, Inc (TWTR-N)
January 18, 2018

Feels this is now entering FANG territory. This is what Trump uses to rule the world. It reaches millions and millions of people. It’s put on lots and lots of new services. There are great, great possibilities with this. (Analysts' price target is $21.)

COMMENT
COMMENT
December 22, 2017

Chart shows it running through a channel through 2016 and 2017 and it is positive. It is rolling over right now. This could come off. He is expecting a little bit of a correction on the market with the tax changes that are coming into the US. Some US investors would be more inclined to do some realization of gains and losses in January, versus right now. There could be a soft start in January and it could hit $22. If it got to $22, this would definitely be a Buy.

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Twitter, Inc (TWTR-N)
December 22, 2017

Chart shows it running through a channel through 2016 and 2017 and it is positive. It is rolling over right now. This could come off. He is expecting a little bit of a correction on the market with the tax changes that are coming into the US. Some US investors would be more inclined to do some realization of gains and losses in January, versus right now. There could be a soft start in January and it could hit $22. If it got to $22, this would definitely be a Buy.

PAST TOP PICK
PAST TOP PICK
October 6, 2017

(A Top Pick Oct 12/16. Down 0.99%.) Had felt this had to be worth more to somebody such as Disney, Alphabet, Facebook, etc. Some of the players were looking at this, but ended up doing other things. User growth has stalled out a little. As an asset play it has value. It generates cash flow.

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Twitter, Inc (TWTR-N)
October 6, 2017

(A Top Pick Oct 12/16. Down 0.99%.) Had felt this had to be worth more to somebody such as Disney, Alphabet, Facebook, etc. Some of the players were looking at this, but ended up doing other things. User growth has stalled out a little. As an asset play it has value. It generates cash flow.

WEAK BUY
WEAK BUY
August 16, 2017

Social Media is a force that is going to continue for some time. This has been a really volatile stock because they’ve had a hard time finding the right mix of business to deliver earnings to investors. Years ago it was a momentum stock, but today it is more of a value stock. It has a tremendous number of people that use the service, and you are not paying much for that. They haven’t got the service right yet, but it is a really dominant platform. Technically it made a low in April/16, then rallied and pulled back. It made a higher low in April of this year of around $14. It has pulled back again. There are 2 things that can go right. 1.) They ultimately get the business model right and take advantage of all those users. 2.) Somebody decides to buy the assets and make it more usable. Doesn’t think there is a lot of room to get hurt. Would prefer to focus on Facebook (FB-Q).

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Twitter, Inc (TWTR-N)
August 16, 2017

Social Media is a force that is going to continue for some time. This has been a really volatile stock because they’ve had a hard time finding the right mix of business to deliver earnings to investors. Years ago it was a momentum stock, but today it is more of a value stock. It has a tremendous number of people that use the service, and you are not paying much for that. They haven’t got the service right yet, but it is a really dominant platform. Technically it made a low in April/16, then rallied and pulled back. It made a higher low in April of this year of around $14. It has pulled back again. There are 2 things that can go right. 1.) They ultimately get the business model right and take advantage of all those users. 2.) Somebody decides to buy the assets and make it more usable. Doesn’t think there is a lot of room to get hurt. Would prefer to focus on Facebook (FB-Q).

PAST TOP PICK
PAST TOP PICK
July 6, 2017

(Top Pick May 12/17, Down 1.55%) He believes they have the franchise that Linked-In has. He is waiting before buying. It is a 2-3 year hold.

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(Top Pick May 12/17, Down 1.55%) He believes they have the franchise that Linked-In has. He is waiting before buying. It is a 2-3 year hold.

DON'T BUY
DON'T BUY
June 13, 2017

This has been a bit of a flash in the pan. They have a number of challenges and he would rather have a Facebook (FB-Q) or a Google (GOOGL-Q) where you are getting phenomenal growth on a much broader platform. He would avoid this one.

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Twitter, Inc (TWTR-N)
June 13, 2017

This has been a bit of a flash in the pan. They have a number of challenges and he would rather have a Facebook (FB-Q) or a Google (GOOGL-Q) where you are getting phenomenal growth on a much broader platform. He would avoid this one.

DON'T BUY
DON'T BUY
June 5, 2017

He does not like it. He uses it, but does not like it. He is moving to Instagram. TWTR-Q is not that hip anymore. They cannot figure out how to use all the data to monetize it.

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He does not like it. He uses it, but does not like it. He is moving to Instagram. TWTR-Q is not that hip anymore. They cannot figure out how to use all the data to monetize it.

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