Facebook, Inc. (NASDAQ:FB)

CAPS Rating: 2 out of 5

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Member Avatar wynnjohnson (< 20) Submitted: 4/17/2014 2:54:39 PM : Outperform Start Price: $59.31 FB Score: -0.51

smart guys

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Member Avatar youngblood58 (24.81) Submitted: 4/15/2014 12:56:42 PM : Outperform Start Price: $56.09 FB Score: +2.55

Buying on the downswing. I think earnings will be solid, growth in Asia is impressive and we'll see if they can become a payment processor for millions of users.

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Member Avatar alittlelost (99.46) Submitted: 4/14/2014 4:51:48 PM : Underperform Start Price: $58.70 FB Score: +1.72

Facebook is an interesting company. Even though people hate to admit it, they are on the site/app all the time. That's because they are curious about who is on their newsfeed and what is going on. And not just Facebook. They want to see their friend's photos on Instagram. They want to chat on WhatsApp. There are some pretty amazing properties that Facebook has acquired. Will this generate a return on capital. Absolutely. Selling eyeballs is an incredibly profitable business. How long will it last? Probably until Facebook becomes a place that is not cool to work anymore (there are people leaving because well, let's admit it, they don't have to work anymore). When the site loses more of its luster (it is already losing it), it just wouldn't be that attractive to advertisers. So what should it be worth? Well, it's anyone guess but it is hard to see it doing well without more acquisitions. Facebook is a game that once you've completed the levels, it doesn't seem so fun anymore. So it needs something new. Be sure that the next company wants to be paid like WhatsApp.

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Member Avatar luremaster (25.39) Submitted: 4/14/2014 2:28:33 AM : Outperform Start Price: $60.09 FB Score: -3.81

awesome CEO

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Member Avatar racoveanul (83.65) Submitted: 4/12/2014 3:08:24 PM : Outperform Start Price: $60.09 FB Score: -3.81

FB has an A for financial health and a PEG less than 1 on Morningstar, so it's one of my long picks.

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Member Avatar ashaq017 (< 20) Submitted: 4/10/2014 8:23:35 PM : Underperform Start Price: $57.60 FB Score: -0.01

Bearish for the next few months. Why? Zuckerberg's young, he's making stupid acquisitions. It's going to take those few months for his investments to give returns back to Facebook and THEN back to Facebook shareholders. This might be great in the long run, but if you're set on buying it, hold off for a month or two.

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Member Avatar EGundlach (< 20) Submitted: 4/8/2014 10:32:47 AM : Outperform Start Price: $57.41 FB Score: +1.37

discounted from the sell off

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Member Avatar NorthVArealtor (< 20) Submitted: 4/7/2014 9:47:08 PM : Underperform Start Price: $57.68 FB Score: -1.00

Strange spending habits, the ads that drive revenue for FB also ironically make the user experience very commercial. Advertising only works for some businesses. High PE.

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Member Avatar 401ktimer1 (51.81) Submitted: 4/7/2014 3:37:48 PM : Outperform Start Price: $56.90 FB Score: +2.66

Oversold. May see jump into earnings.

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Member Avatar 1corgi (< 20) Submitted: 3/31/2014 5:57:35 PM : Outperform Start Price: $60.46 FB Score: -1.86

FB has been beaten down. I expect fundamentals to push valuation to the upside and FB to continue or exceed analysts estimates on revenue, growth and eps. .

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Member Avatar cruisematt (< 20) Submitted: 3/28/2014 11:32:49 AM : Outperform Start Price: $61.54 FB Score: -4.42

FB is currently becoming the recipient of advertiser funds from Google missteps. YoY, most Adwords advertisers, the primary source of Google revenue, are finding that CPCs are rising while their pricing power is not. Google, in the need to grow, has moved aggressively into Enhanced Campaigns (allowing advertisers multiple link placements) in top positions. Advertisers are forced to either gobble up the real estate, using these links, or face a lower CTR which, ultimately, reduced their Quality Score with Google, and increases CPC rates even more. However, extra links fail to convert at the same value as the original link, and the ad effectiveness is diluted.

How does this relate to FB?

FB is becoming the second largest traffic source for many large businesses, not just the local guys that are well liked. Increased targeting options are now allowing advertisers to place ads that are helpful at best, not annoying at worst.

In addition to this, FB Connect being used as a login is strengthening FB's data position even more. While Google relies on search from it's own site, it lacks the ability to effectively map users to the behavior of the sites they visit, in detail the way FB does.

Finally, the fact that FB has such a strong mobile presence is allowing it to map logged in users across sites and, just as important, across devices. The ability for a marketing department to view behavior at a user level, and not at a visit level, changes the game for personalization.

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Member Avatar TMFPencils (99.81) Submitted: 3/28/2014 10:51:39 AM : Outperform Start Price: $60.96 FB Score: -4.25

I think there is a good chance Facebook will be a $300 billion+ company by 2019, in which case the stock would likely outperform the market by a sizable margin. Here are the top four reasons I think Facebook is poised for stellar long-term performance:

1. Mark Zuckerberg is 29 years old. More than a decade younger than Elon Musk. 20 years younger than Jeff Bezos. And yet, Zuckerberg has a 97% employee approval rating and Facebook receives a 4.6/5 rating on Glassdoor. Zuckerberg, who hasn't even been on the planet for three decades, oversees one of the world's premier and innovative company cultures. I think this bodes well for Facebook's long-term outlook.

2. Facebook is a cash machine. The company produced nearly $3 billion in free cash flow in 2013, up from roughly $400 million in 2010. As of December 2013, the balance sheet had $11.45 billion in cash with $476 million in debt.

3. Sales, earnings, and cash flow have both grown at average annual rates over 40% over the past four years. The stock is trading at a premium today, but I would expect nothing less given the growth of the business and its bright long-term prospects.

4. 1.23 billion users. Through internal product development and acquisitions, Facebook is finding ways to reach and monetize current and new customers. In many ways, Facebook has just scratched the surface of what it can accomplish with such a massive (and growing) base of users.

People laughed when Yahoo attempted to buy Facebook for $1 billion in 2006. Many thought Yahoo was nuts, because "social media is just another fad." 8 years later, Facebook is worth $157 billion, more than 4.5 times Yahoo's value today.

As Facebook continues its innovative streak in the realm of social media, virtual reality systems, and helping connect the world, I expect the company's exceptional performance to continue for the next five years and beyond. Outperform.

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Member Avatar GreenChilePepper (< 20) Submitted: 3/27/2014 10:44:02 AM : Outperform Start Price: $59.79 FB Score: -2.10

Recent pullback makes this a great time to get in on this great company run by a visionary CEO with talented, happy employees.Transition to mobile has been a huge success. Ad revenue keeps climbing. Their vast amounts of data will become more valuable over time.

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Member Avatar dubsac (< 20) Submitted: 3/26/2014 12:44:09 PM : Outperform Start Price: $62.41 FB Score: -5.39

FB platform is used for everything.

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Member Avatar jbond009 (25.62) Submitted: 3/25/2014 8:39:37 PM : Outperform Start Price: $64.74 FB Score: -8.62

World population = over 7B, Fb users = over 1.3B

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Member Avatar josuerojasrojas (< 20) Submitted: 3/25/2014 7:43:05 PM : Outperform Start Price: $64.74 FB Score: -8.62

cheap price.
New and undervalued. Has potential to grow. It is starting to show this by the way it is making money and expanding their services.

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Member Avatar iPittytheFool (80.54) Submitted: 3/25/2014 7:18:37 PM : Outperform Start Price: $64.74 FB Score: -8.62

selling info to 3rd parties and ads make a lot of money with little overhead.

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Member Avatar busman27 (< 20) Submitted: 3/20/2014 10:41:21 AM : Outperform Start Price: $67.77 FB Score: -12.61

fb twtr cop ngd

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Member Avatar dsalem23 (< 20) Submitted: 3/15/2014 11:58:49 AM : Outperform Start Price: $68.18 FB Score: -13.98

This is my pick for the next Google performance type stock. Millionaire maker.

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Member Avatar ScryingPool (< 20) Submitted: 3/12/2014 8:01:01 AM : Underperform Start Price: $69.86 FB Score: +15.67

Following Damodaran's opinion

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