Twitter, Inc

TWTR-N

NYSE:TWTR

22.74
0.59 (2.51%)
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
BUY
BUY
May 30, 2017

Earnings were surprisingly good, and all of the metrics underneath the earnings were also good. It is a little bit of a victim of its own success, example, fake news.

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Earnings were surprisingly good, and all of the metrics underneath the earnings were also good. It is a little bit of a victim of its own success, example, fake news.

COMMENT
COMMENT
May 23, 2017

His firm does not buy turnaround situations, but he personally owns some that he paid about $12 for. To him, this would be a trade, but the stock has been behaving extremely well ever since. Social media is a sector that has been behaving well. This would be a higher risk trade.

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His firm does not buy turnaround situations, but he personally owns some that he paid about $12 for. To him, this would be a trade, but the stock has been behaving extremely well ever since. Social media is a sector that has been behaving well. This would be a higher risk trade.

DON'T BUY
DON'T BUY
May 15, 2017

Despite having a fairly prominent name and a place in the media, they really haven’t learned to make money yet. He has never owned this stock. He continues to watch it with interest, but at these levels he wouldn’t touch it.

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Despite having a fairly prominent name and a place in the media, they really haven’t learned to make money yet. He has never owned this stock. He continues to watch it with interest, but at these levels he wouldn’t touch it.

TOP PICK
TOP PICK
May 12, 2017

This has some bad actors on it, but everybody knows it. They only charge $20 a year for a premium service that generates $3.6 billion in revenues. (Analysts’ price target is $15.)

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This has some bad actors on it, but everybody knows it. They only charge $20 a year for a premium service that generates $3.6 billion in revenues. (Analysts’ price target is $15.)

WAIT
WAIT
April 24, 2017

It is a frustrating stock. She has traded it around a bit. The asset has value. It is the very first news outlet and there should be value there. It depends how long you are willing to wait for them to turn over the company. It depends on your patience.

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Twitter, Inc (TWTR-N)
April 24, 2017

It is a frustrating stock. She has traded it around a bit. The asset has value. It is the very first news outlet and there should be value there. It depends how long you are willing to wait for them to turn over the company. It depends on your patience.

DON'T BUY
DON'T BUY
February 16, 2017

(Market Call Minute) Everybody tweets, but no one makes any money. They have not been able to monetize its social media presence and may never be able to.

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

(Market Call Minute) Everybody tweets, but no one makes any money. They have not been able to monetize its social media presence and may never be able to.

COMMENT
COMMENT
November 9, 2016

This is more of a value play. The stock has some interesting value, in that it has a tremendous number of eyes. There is a population that uses this extensively. It tends to be one of the first places we go when we are looking for global news these days. Operationally they are struggling. As a public company they are having trouble figuring out how to find profitability. This puts it as a very speculative stock to own. She thinks this will have value someday, but it might be under a different owner, or under different leadership. You don’t buy this for a short-term trade, you buy it for a little bit of a longer-term hold.

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Twitter, Inc (TWTR-N)
November 9, 2016

This is more of a value play. The stock has some interesting value, in that it has a tremendous number of eyes. There is a population that uses this extensively. It tends to be one of the first places we go when we are looking for global news these days. Operationally they are struggling. As a public company they are having trouble figuring out how to find profitability. This puts it as a very speculative stock to own. She thinks this will have value someday, but it might be under a different owner, or under different leadership. You don’t buy this for a short-term trade, you buy it for a little bit of a longer-term hold.

SPECULATIVE BUY
SPECULATIVE BUY
October 17, 2016

At these prices it is a gamble. They have not done a good job of monetizing this company. There is going to be someone who wants this platform and can monetize it. You could own it for the next 10-12 days then be ready to hold it for the fundamental story if no acquisition takes place.

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Twitter, Inc (TWTR-N)
October 17, 2016

At these prices it is a gamble. They have not done a good job of monetizing this company. There is going to be someone who wants this platform and can monetize it. You could own it for the next 10-12 days then be ready to hold it for the fundamental story if no acquisition takes place.

BUY
BUY
October 14, 2016

She thinks this will find a buyer. At $16 a share, it could make sense for a company to step in and buy them. Twitter is the standard by which information flows about stocks, companies, opinions, etc. At $16, this is okay to step in and Buy. Investment bankers are not going to let this one go down. There is too much money to be made.

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Twitter, Inc (TWTR-N)
October 14, 2016

She thinks this will find a buyer. At $16 a share, it could make sense for a company to step in and buy them. Twitter is the standard by which information flows about stocks, companies, opinions, etc. At $16, this is okay to step in and Buy. Investment bankers are not going to let this one go down. There is too much money to be made.

TOP PICK
TOP PICK
October 12, 2016

He just bought it. Their average monthly users slowed down, but it is like Linked In. It will be worth so much more to someone else in the future. The numbers next quarter should look better. It is a named property.

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Twitter, Inc (TWTR-N)
October 12, 2016

He just bought it. Their average monthly users slowed down, but it is like Linked In. It will be worth so much more to someone else in the future. The numbers next quarter should look better. It is a named property.

COMMENT
COMMENT
October 3, 2016

The company appears to have put itself up for sale, and bankers are getting busy. Thinks it will probably go for $25 billion, not a huge upside from these levels here.

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Twitter, Inc (TWTR-N)
October 3, 2016

The company appears to have put itself up for sale, and bankers are getting busy. Thinks it will probably go for $25 billion, not a huge upside from these levels here.

HOLD
HOLD
September 26, 2016

Don’t sell when you have rumours of a takeout. People hoped it would follow a FB-Q type of scenario. It is where everyone goes when there is worldwide news. You hold it until any news of a takeout.

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Twitter, Inc (TWTR-N)
September 26, 2016

Don’t sell when you have rumours of a takeout. People hoped it would follow a FB-Q type of scenario. It is where everyone goes when there is worldwide news. You hold it until any news of a takeout.

COMMENT
COMMENT
September 23, 2016

(Market Call Minute.) In general this is a declining property, but it is likely to be acquired by SalesForce (CRM-N).

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Twitter, Inc (TWTR-N)
September 23, 2016

(Market Call Minute.) In general this is a declining property, but it is likely to be acquired by SalesForce (CRM-N).

TOP PICK
TOP PICK
September 12, 2016

This is in his aggressive portfolio. The question is, how are they going to monetize the business. They do about $5 billion in advertising revenue but we all know its issues. It is a great platform, and he is convinced that somebody is going to buy this.

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Twitter, Inc (TWTR-N)
September 12, 2016

This is in his aggressive portfolio. The question is, how are they going to monetize the business. They do about $5 billion in advertising revenue but we all know its issues. It is a great platform, and he is convinced that somebody is going to buy this.

COMMENT
COMMENT
August 24, 2016

The big picture is still possibly a little bearish. It does seem to be trying to build and break the downtrend. The lows and highs seem to be making some progress. He would give this a 6 out of 10. It doesn’t look like something that is crazy bullish but it looks like it has some progress, so probably a reasonable bet.

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Twitter, Inc (TWTR-N)
August 24, 2016

The big picture is still possibly a little bearish. It does seem to be trying to build and break the downtrend. The lows and highs seem to be making some progress. He would give this a 6 out of 10. It doesn’t look like something that is crazy bullish but it looks like it has some progress, so probably a reasonable bet.

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