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Facebook, Inc. (FB) Message Board

benzilla999 208 posts  |  Last Activity: Jul 29, 2014 12:50 PM Member since: Mar 29, 2006
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  • benzilla999 benzilla999 Jul 22, 2014 3:10 AM Flag

    Here is something that tweaks every sensible notion in my brain.

    You are comparing FB to GOOG. FB is supposed to report revenue of $2.81 billion and GOOG reported just short of $16 billion. For FB to be like GOOG is right now, it would need to increase its revenue by over 5.6 times. At 200, FB would be 1.5 times GOOG. With current acquisitions, FB has very near 3 billion shares. That means that the future revenue would have to be 8.5 times what it is now if we make this comparison to GOOG. This can be done in 2 to 3 years?

    My question to you is: Why are you making a comparison to GOOG? Say something like I believe that FB will continue to grow and market will allow the highest capitalized stock in the world to have a pe of over 200. That is more logical than comparing to GOOG. At least the numbers add up.

    If you make a comparison, the numbers have to be somewhere in the realm of reason. Does it strike you as kind of an almost impossible task to double revenue in each of the three years to achieve what you say in 3 years or triple revenue in each of two years to achieve this number in 2 years.

    Sometimes I think people just throw stuff out there and believe in a fantasy market. Others just blindly pump.
    If you truly want to be a good investor, you have to be rationale. Comparing FB to GOOG in the aforementioned manner has no basis.

    I am not trying to be mean, arrogant, or anything else but it drives me nuts to see numbers thrown out with no reason for those numbers.

  • Reply to

    options pointing to 72-75 after earnings

    by lekinsh01 Jul 21, 2014 10:10 AM
    benzilla999 benzilla999 Jul 21, 2014 10:14 AM Flag

    Options are not a good earnings indicator. They represent what gamblers expect. The options can be an indicator of bare sentiment but if a stock is going through earnings calls are not predictive.

  • Reply to

    When will FB hit $400?

    by raytheon2006 Jul 21, 2014 2:28 AM
    benzilla999 benzilla999 Jul 21, 2014 10:09 AM Flag

    When it has revenues of 250 billion +.

  • Reply to

    What happens at $100?

    by bareft5 Jul 20, 2014 3:05 PM
    benzilla999 benzilla999 Jul 21, 2014 12:51 AM Flag

    FB is not going to split.

  • benzilla999 benzilla999 Jul 20, 2014 3:33 PM Flag

    How do GOOG and FB compare? FB is at 68 and goog is almost 10 times as high. So a $20 move on GOOG is a $2.00 move on FB. Plus the net move on GOOG from a day before the earnings was $10.00.

    There is no comparison and FB will move either up or down on volition. How high it goes is based on FB's performance and the market reaction not GOOG's earnings.

  • Reply to

    FB=400 in a few years

    by traderforliving11 Jul 19, 2014 11:30 AM
    benzilla999 benzilla999 Jul 20, 2014 5:07 AM Flag

    AAPL never been anywhere near a trillion dollars.

    How do you propose that FB will produce the 250 billion dollar revenue in a few years.............that is the rev required to reach that cap? That is over 30 times what they produced last year.

    Didn't your mom tell you not to exaggerate?

  • benzilla999 benzilla999 Jul 18, 2014 12:08 PM Flag

    I don't see the 10% up days in recent history in AMZN or GOOG. In Fact they are not much higher than they were 4 months ago for GOOG and a year ago for AMZN. GOOG does not have a higher PE than FB.

    With that said, the rest of the field you listed are all 1/10th to 1/30th the cap of FB. They cannot be compared. A smaller cap stock can move much faster than a larger cap stock.

  • benzilla999 benzilla999 Jul 18, 2014 11:49 AM Flag

    Please note: This is not a commentary on where FB is going but how do you relate a $15 jump on a $600 stock like GOOG to a similar jump on a $70 stock like FB?

    A rise or drop will be based only on Facebook's results and reactions of the market notsome other equity. A $15 rise in GOOG is like a $1.50 rise in FB. Just saying so we can get the numbers straight. Whether news is good, bad, or mediocre, FB will do what it does. It will not go up $15 just because GOOG went up $15.00.

  • benzilla999 benzilla999 Jul 15, 2014 11:00 PM Flag

    It will go where it goes depending on the market and the reaction. Currently the short interest is 44.56M which is not high. It is 2/3 daily volume which isn't much.

  • Reply to

    Big Decision

    by ncc_dot_pk Jul 15, 2014 2:46 PM
    benzilla999 benzilla999 Jul 15, 2014 3:34 PM Flag

    Puts would help protect your long position. If you feel like it could drop a lot, it would be a good idea. The cost for a small drop would be prohibitive if you will do anything more than a short term expiry..

  • Reply to

    Big Decision

    by ncc_dot_pk Jul 15, 2014 2:46 PM
    benzilla999 benzilla999 Jul 15, 2014 3:03 PM Flag

    65 appears to be the center line and max pain. Its going to depend on momentum direction and volume. If FB gets and upward momentum, it probably doesn't get pulled to 65 and may go to 70. If it continues its path today, 65 is possible. Despite oe I think OI is fairly small and my (sideline )bet is 68 for Friday. If it is at 65, I will look at a back spread into earnings.

  • Reply to

    janet yellin shortin' fb

    by tiglet2l Jul 15, 2014 10:13 AM
    benzilla999 benzilla999 Jul 15, 2014 10:38 AM Flag

    Governor of the FOMC is trying to drive the market. Niiiice! Exactly what we need. Not!

  • Reply to

    Shake, shake,shake

    by kcjstaine Jul 15, 2014 9:38 AM
    benzilla999 benzilla999 Jul 15, 2014 10:29 AM Flag

    shake shake shake Sonora shake your body line shake shake shake Sonora shake it all the time...............

    I couldn't resist :D

  • Reply to


    by stephen_f_evans1 Jul 8, 2014 11:21 AM
    benzilla999 benzilla999 Jul 13, 2014 1:02 PM Flag

    I mean selling 47 buying 45.

  • Reply to


    by stephen_f_evans1 Jul 8, 2014 11:21 AM
    benzilla999 benzilla999 Jul 13, 2014 1:01 PM Flag

    Why would you buy a 45/47 (I am assuming vertical spread). Let me explain to you what a spread is.

    You are selling one option 45 and buying an option at 47 and you paid .13. Why didnt you just pay .15 and just buy a call. If you understand spreads, you are limiting your profit to $2.00 and you have to wait until OE to collect it. Miost people who trade vertical spreads, trade them near the money or atm.

    Lets look at your spread. You paid .13 plus commish so that makes your spread $.26. If you sell your spread at oe, you would buy to close your short call for price plus arbitrage and you would sell your other call for price minus arbitrage. Depending on how many contracts you initiated, your max gain would be $1.70.

    Let me ask you a question: Why would you not just buy the 45 call for what would be around $.30 and now it would be worth at least $25.00. If you think of a typical vertical spread, you are using one of the options to reduce the price of the other call. If the options are near the same in price, it is unthinkable to initiate a spread.

    Also this spread is not fully valued until oe.........That means January 2015.

    Killing it?.........Nah. Stephen, you are making this up. If you buy otm options, good for you. If you initiate far otm vertical spreads, I think your broker would laugh at you.

    Have you ever heard delta neutral. Far otm is dollar neutral. Please if you can show me other strategies legitimate sources for far otm spreads, I would love to see it. Your options strategies are the same as your math. I already have you pegged. You are a nickle option gambler.

  • Reply to


    by stephen_f_evans1 Jul 8, 2014 11:21 AM
    benzilla999 benzilla999 Jul 13, 2014 12:28 PM Flag

    FYI.......A little trick for you bud. If you dont lift your pencil or there are no holes, the function is continuous. Tan(0)=0. Asymptotes are at (lets put it in degrees for you) x=90 and x=-90. By definition the interval that includes x=0, tanx is continuous as long as it does not approach the vertical asymptotes. I don't need to Google but you migjht :D.

    I told you I would ignore you but this is too much fun.

  • Reply to


    by j62681 Jul 12, 2014 6:46 AM
    benzilla999 benzilla999 Jul 13, 2014 11:47 AM Flag

    I mean outstanding shares not float.

  • Reply to


    by j62681 Jul 12, 2014 6:46 AM
    benzilla999 benzilla999 Jul 13, 2014 11:46 AM Flag

    2.6 billion is a bit of misnomer. After the acquisitions, there will be in excess of 2.78 billion shares and 2.83 billion dilutive shares. The float is increasing by approximately 50 million shares a quarter on a yearly trend.

    With that said 2.6 billion is not a small amount. If the yearly trend continues, there will be 3 billion shares in a years time. At the time of the ipo, there were 2.14 billion shares.

    With this current growth in shares, there should be no expectation of a split.

  • Reply to

    a WISE WOMAN owned a sardine cannery...

    by mr_in_out Jul 10, 2014 4:28 PM
    benzilla999 benzilla999 Jul 11, 2014 2:18 AM Flag

    I turned it into a limerick...........It doesn't seem to flow ;/

    There once was a woman who sold fish
    Her son sampled it and said "ish"
    She snapped with a punitive tone
    This is for money all alone
    besides many buyers find it "delish"

    Moral of the story:

    A fish in the can is worth two in the mouth. :D

    Sorry I couldn't helpmyself

  • Reply to


    by stephen_f_evans1 Jul 8, 2014 11:21 AM
    benzilla999 benzilla999 Jul 10, 2014 11:43 AM Flag

    ps before I leave you. Tanx is continuous at zero. The asymptotes occur at -pie/2 and +pie/2.

    Good luck

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