Enough already. Reward your shareholders or we'll buy other stocks.
hmmmwhatgives... I am now convinced you are right and I am wrong. A flush is coming on a red day and then the march upwards. Sold all 800 shares, made $1 per share profit. Considering what you said, I got lucky the Chinese did what they did and that yesterday turned around later in the day. Karen Finnerman on Fast Money complained the stock should be rading higher. But it's constantly weak on these runups which indicates to me WhatsApp shares still haven't finished being sold off into the marketplace. Thoughts?
you give analysts more credit at surmising the value of a stock than you do Mark Zuckerberg for staying ahead of the curve and creating new sources of revenue. You want to challenge my comments as being wishful thinking? No problem. Bet you we will see substantially higher share prices come this time next year, at least $140-$155.
TATU-Very clever. You want me to do all the work for you? Do your due dilligence pal and you'll discover what I did.
lol marinebio277963... George Constanza is that you? "It was a might day at sea my friend...."
Tracey gree no Santa Rally but we have 45 trading days till next earnings, at least $85 by then and a surprise blowout to the positive and all is back on track...
"You don't get it do you? That valuation is already built-in from those future rev sources."
No, YOU don't get it. There are 20-30 Facebook businesses that have yet to monetize and are NOT in analysts pricing models. So you are incorrect. The valuation is NOT priced in.
"Adv will not spend like they have because they are not getting the results to justify extra ad spend."
Says who? YOU? You've been reading too many b.s. stories on Yahoo (including Forrester whose own people poo pooed the report as flawed). Quite frankly, Atlas and other newly revealed tools have given the advertiser more control and feedback and understanding of the consumer than ever before. And don't dismiss the use of a "Buy" button when someone on FB looks at an ad that they will be able to buy that product instantaneously. It's coming.
You also presume adv will want to participate in those new sources like they have on the current platforms.
Those platforms are evolving and are becoming much more sophisticated and providing information necessary to these advertisers. Video ads are a game changer and FB is getting $2.5 million A DAY PER CLIENT. Again, part of a new revenue stream not yet included in analyst pricing models.
Do not be so sure of yourself and be careful about buying stock at pre-determined price points. Wait for the stock to stabalize. It can fall a long way. Remember what happened to Apple from 700 to 350. No one would have believed that was possible, but it happened.
It happened to Apple for very serious reasons. They're profit margins dropped for the very first time back then. Nothing like this happening to FB. Right now the stock has retraced 10% based on Zuckerberg's CFO uttering the sentence, "We will be increasing expenditures and aquisitions between 55% to 75% in 2015." That's it. A bunch of words. You know how all this turns positive? When FB shows they have a handle on expenses during next Earnings Report Jan 28.
You can act fearful. Doesn't mean u r right.
And you're entitled to your opinion. But you're in the minority. And you've been wrong for quite some time now calling valuation "absurd." FB has 20-30 businesses that are about to begin monetization and when all that has occurred between now and end of 2015, the valuation today will seem too low. Enjoy this healthy pullback. Enjoy selling fear. Some will believe you. But I'll bet you whatever you decide to wager that, even if it hits $71.45 (the AHs low on earnings nigh0, it will run back to new highs within the next 45 trading days. And continue on up from there to $100-$140 by end of May as confirmation of all these new businesses new revenue streams hits Wall Street.
Ignore the white noise. This is all happening based on a bunch of words NOT any damage to FB's balance sheet. So owners of shares need to put it all in perspective. Trading still well within a consolidation pattern. Yes there is a battle going on between buyers and sellers with the sellers winning at the moment. But all that will turn on a dime when MMs have had enough. Personally, I think this is the last week of this price action. Shares have been going slowly lower since Oct 28th high of $81.16. 10% correction. We may see Fibonacci level today of $72.68. Below that then AHs low of $71.45 comes into play. I bought a little (500 shares) at $73.24. Will buy another 500 if it reaches $72.68. And another 1000 if we see $71.45. Then it's simply a waiting game. If all transpires even on margin I'll have to pay $13.04 a day. See no more than 45 days of holding so I'll have to pay around $587. 2000 shares at an average of $72.25. Sell at new highs (guess around $83-$84), I make anywhere from $20,000 to $24,000 less $587. Brilliant. Cause new highs we will see by next earnings at the very latest.
You serious? Big sudden flip flop. Goes against all your other posts. Why the change of heart?
Also end of the day is either the tell tale sign of what's coming or the bottom of what was. But you are right about one thing: if the overall market capitulates, FB WILL see $71. So the big question: is the WhatsApp overhang over today? Will the Fed Minutes overhang last thru the end of the week? Too much risk to even stand by a small trade IMHO.
hmmwhatgives... been three weeks of down trend. Seems quite a bit over extended just because Zuckerberg said he was going to spend 55%-75% more. Earnings were best of tech sector. But think maybe as my purchase is on Margin, and Thursdays and Fridays can be notoriously bad trading days.... will sell at fraction of a profit and see what tomorrow brings. Thanks for your input. Had an effect on me in a good way.
Bought 500 shares at $73.23 (thought it was $73.12-$73.13 but it bounced when I bought). With what you just wrote you imply lower prices coming? So I should dump what I just bought and be more patient?
$73.12 500 shares. Small buy on margin. Have to be careful. In 6 weeks we will see $83-$85.