Facebook (FB) 02 (Oct 17 - Dec 19)

Re: Facebook (FB) 02 (Oct 17 - Dec 19)

Postby winston » Sat Mar 02, 2019 5:02 pm

Why Facebook (FB) Stock Looks like a Buy on the Dip

by Benjamin Rains

Global monthly active user based popped 9% in Q4 to reach 2.32 billion. This marked only a slight downturn from Q3’s 10% MAU expansion.

Facebook’s revenues in the U.S. and Canada, which account for roughly 50% of total revenues, climbed 32% to $8.43 billion.

European MAUs jumped by 6 million sequentially in Q4 to close at 381 million. This was a positive sign after three straight quarters of sequential drops in the region that accounts for 25% of revenues.

Facebook’s fourth quarter revenues grew by 30.4% to reach $16.91 billion.

Mobile advertising revenues accounted for 93% of Facebook’s ad business in the fourth quarter—which is essentially the only way the company makes money—up from approximately 89% a year ago.

Looking ahead, Facebook’s first quarter revenues are projected to jump 25% to reach $14.96b. FB’s full-year 2019 revenues are expected to pop over 23% to touch $68.89 billion.

Facebook said last quarter that roughly 2.7 billion people—or around 35% of the world’s population—now use Facebook, Instagram, WhatsApp, or Messenger every month.

FB stock is also trading at just 21.1X forward Zacks earnings estimates.


Source: Zacks

https://finance.yahoo.com/news/why-face ... 11302.html
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Re: Facebook (FB) 02 (Oct 17 - Dec 19)

Postby winston » Thu Mar 14, 2019 10:48 pm

Breakout Stock Alert: Facebook (FB)

by Tara Young

Recommended Trade (based on the charts)

Buy Levels: If you want to get in on this trade, you can purchase the shares of Facebook at the current price of $173.37.

TP: Our target prices are $180 and $190 in the next 3-6 months.

SL: To limit risk, place a stop loss at $169.00. Note that this stop loss is on a closing basis.

Our target potential upside is nearly 4% to 10% in the next 3-6 months. For a risk of $4.37, the target rewards are $6.63 and $16.63. This is a nearly 1:2 and 1:4 risk-reward trade.

In other words, this trade offers nearly 2x to 4x more potential upside than downside.



Source: Daily Trade Alert

https://dailytradealert.com/2019/03/14/ ... cebook-fb/
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Re: Facebook (FB) 02 (Oct 17 - Dec 19)

Postby winston » Wed Mar 20, 2019 2:45 pm

Don't be lured by Facebook's lower stock price, portfolio manager warns

by Pippa Stevens

"They've just got an absolute ton of headwinds, like privacy, government regulation, key employee turnover. But my main concern with them is their digital advertising platform."

Demographics are gone and their platform has been diluted.

"With Google, ads are being shown to people who are actually searching for something. So that makes those ads more relevant.

And for advertisers, the cost per click might be lower on Facebook, but the advertisers will very quickly learn that what really matters most is their cost per new customer, and that's going to be better on Google, so I prefer Google here".


Source: CNBC

https://finance.yahoo.com/news/don-apos ... 40695.html
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Re: Facebook (FB) 02 (Oct 17 - Dec 19)

Postby winston » Sat Apr 13, 2019 10:02 am

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Facebook

The key narrative to watch for Facebook remains the company’s decelerating revenue growth.

In the social network’s first quarter of 2018, revenue was growing 49% year over year. But by the fourth quarter of last year, Facebook’s quarterly year-over-year revenue growth rate had slowed to 30% year over year.

This deceleration is expected to persist. In its fourth-quarter earnings call, management said it expects its first-quarter year-over-year revenue growth rate to “decelerate by a mid-single digit percentage on a constant currency basis compared to the Q4 rate.”

Analysts, on average, expect Facebook to report first-quarter revenue of $14.98 billion, representing 25.2% year-over-year growth.

Facebook will report its first-quarter results after market close on Wednesday, April 24.

Source: Tech Stock Sensei
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Re: Facebook (FB) 02 (Oct 17 - Dec 19)

Postby winston » Sat Apr 20, 2019 12:02 pm

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A tech giant coming out of the woods

by Jeremy Bowman

There's no question that 2018 was a dismal year for Facebook. Shares of the social networking giant fell 26% as it was hit by a parade of scandals, including its role in Cambridge Analytica's influencing of the 2016 election and revelations that it paid for opposition research against its detractors, a tactic usually reserved for nasty political campaigns.

Amid rising privacy concerns, CEO Mark Zuckerberg was trotted before Congress a year ago to defend the company's practices, and Facebook the product fell out of favor with many in the chattering classes.

However, 2019 is a new year, and Facebook seems to be back on the right track. The stock has recouped last year's losses, rising 35%, and many of the world's top investors took notice of the sell-off late last year.

According to CNBC, 15 of the world's 50 largest hedge funds owned the company at the end of the fourth quarter, up from just 6 at the end of the third quarter.

Among those that bought the stock was Viking Global, led by Ole Andreas Halvorsen with $28.8 billion under management. Those purchases turned out to be prescient after Facebook's rise this year following a better-than-expected fourth-quarter earnings report.

Given Facebook's attention to privacy and Zuckerberg's renewed commitment to protecting user data, the company seems to be doing the right thing to repair its image, though some critics remain skeptical.

While the stock isn't the bargain it was a few months ago, Facebook shares still seem like a good deal today, trading at a modest P/E of just 23.

The company has warned that profit growth will slow this year as it invests in safety and cybersecurity, but with the outcry against it having peaked, the long-term picture looks promising.

Source: The Motley Fool
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Re: Facebook (FB) 02 (Oct 17 - Dec 19)

Postby winston » Fri May 24, 2019 1:40 pm

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Facebook Removes 2.2B Fake Accounts in 1Q

Facebook claimed to have disabled a record-breaking 2.2 billion fake accounts in 1Q19, while removing over 1 billion and 583 million fake accounts in 4Q18 and 1Q18.

Mostly removed within minutes of creation, these accounts are not counted in the monthly and daily active user metrics.

Guy Rosen, Facebook’s Integrity Vice President, said spammers' constant attempts to evade the Facebook motoring system have contributed to the larger size of fake accounts.

However, he did not attribute these spam accounts to a specific group or entity.

Source: AAStocks Financial News
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Re: Facebook (FB) 02 (Oct 17 - Dec 19)

Postby winston » Thu May 30, 2019 1:58 pm

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Facebook (FB)

Growth Stocks to Buy That Are Growing Into Their Valuation: Facebook (FB)

Forward P/E Multiple 5 Years Ago: 45
Current Forward P/E Multiple: 24

Stock Price % Gain Past 5 Years: 210%
Most Recent Quarter Revenue Growth Rate: 26%

At the top of this list is Facebook (NASDAQ:FB), the hyper-growth digital ad giant which has gone from nosebleed valuation back in 2014, to a digital ad average multiple today.

Broadly speaking, Facebook just hasn’t stopped growing. It hasn’t stopped adding users. It hasn’t stopped attracting more advertising dollars. Nor has it stopped expanding revenue capabilities on Instagram, WhatsApp and Messenger.

Net net, the company has simply continued to grow users, advertisers and revenue streams over the past five years. The result? Revenues have consistently risen north of 30% per year.

At the same time, scale has driven operating leverage, margins have expanded, and profit growth has broadly outpaced revenue growth. That has allowed the multiple on FB stock to come down from 45 five years ago, to 24 today, and still enabled the stock to rise more than 200% during that stretch.

Going forward, so long as Facebook does keep growing at a healthy 20%-plus rate, then today’s 24 forward multiple is reasonable enough to continue to power robust gains for FB stock.

Source: Investor Place
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Re: Facebook (FB) 02 (Oct 17 - Dec 19)

Postby winston » Sat Jun 08, 2019 9:10 pm

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Q1 2019 REDUCES UNCERTAINTIES

We keep our Buy rating and increase our price target from USD195 to USD230 (as of 25 April 2019) on higher earnings estimates as well as a partly de-risked investment case.

Uncertainties around the impact of negative press reports on user numbers and revenues as well as uncertainty around 2019 cost growth have at least partly been removed.


Source: Julius Baer
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Re: Facebook (FB) 02 (Oct 17 - Dec 19)

Postby winston » Sat Jun 08, 2019 9:10 pm

not vested

Q1 2019 REDUCES UNCERTAINTIES

We keep our Buy rating and increase our price target from USD195 to USD230 (as of 25 April 2019) on higher earnings estimates as well as a partly de-risked investment case.

Uncertainties around the impact of negative press reports on user numbers and revenues as well as uncertainty around 2019 cost growth have at least partly been removed.


Source: Julius Baer
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