Seeking Alpha

Facebook jumps on bullish notes; Sandberg refutes political speculation

  • Facebook (FB +5.5%) should soundly beat Q1 estimates when it reports on April 23, predicts Susquehanna, reiterating a Positive. Meanwhile, SunTrust (Buy) reports an exec with Facebook ad software provider Nanigans suggests Q1 ad spend was "stronger than expected when entering the quarter," due to a good second half offsetting a slow start.
  • Also: Nanigans says it saw Facebook ad prices rise 10% Q/Q "across the board." With the mobile shift pressuring ad impression growth and Facebook promising not to significantly hike its news feed ad load going forward, the company is depending heavily on price improvements to drive growth.
  • Facebook's ad prices rose 92% Y/Y on a CPM basis in Q1, easily offsetting an 8% drop in impressions. Earnings expectations have grown following three straight blowout reports.
  • Meanwhile, Sheryl Sandberg tells CNBC she has ruled out running for office, and currently has "no plans" to leave Facebook. Speculation Sandberg will depart has grown following major share sales and a rumor linking her to Disney's search for Bob Iger's replacement (Sandberg is a Disney board member).
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Comments (22)
  • BAHAMAS1
    , contributor
    Comments (3149) | Send Message
     
    FB = Positive and Profitable Growth !

     

    Simple as that !
    9 Apr 2014, 12:50 PM Reply Like
  • TFCAB
    , contributor
    Comments (2019) | Send Message
     
    Nick Saban proclaimed he had no plans to leave the Dolphins either. He just never told the pilot who was gassing up his chartered private jet bound for 'Bama
    9 Apr 2014, 01:10 PM Reply Like
  • Glenway Fripp
    , contributor
    Comments (1214) | Send Message
     
    I am proud to present what I believe to be the real reason that FB is up for the day and why it will continue this trend tomorrow. This news suggests that the Oculus Rift is not some far off dream but will be shipping this Christmas Season ... that is , providing that this isn't another fraud!
    http://bit.ly/1g7f704
    http://bit.ly/PS8rN5
    I told you so!
    http://seekingalpha.co...
    9 Apr 2014, 01:38 PM Reply Like
  • monfrere
    , contributor
    Comments (635) | Send Message
     
    That thing was on Shark Tank last year. It got laughed off the show for relying on Oculus too much.
    9 Apr 2014, 02:26 PM Reply Like
  • Glenway Fripp
    , contributor
    Comments (1214) | Send Message
     
    Closing on 6% up today.... Go figure?
    9 Apr 2014, 02:33 PM Reply Like
  • monfrere
    , contributor
    Comments (635) | Send Message
     
    That doesnt mean it has anything to do with Oculus. Its because the whole economy is up and because of a big upgrade based on growing advertising prices. No one cares about Oculus.
    9 Apr 2014, 02:37 PM Reply Like
  • Glenway Fripp
    , contributor
    Comments (1214) | Send Message
     
    I know! Only a few rich investors who were lucky enough to read about it know about and are acting on this news! It's not on the radar!! Wait til the news gets out!!!!!
    9 Apr 2014, 02:54 PM Reply Like
  • Glenway Fripp
    , contributor
    Comments (1214) | Send Message
     
    I believe that the information I put forward about the Virtuix Virtual reality treadmill release in September is being systematically suppressed! It is unfathomable to me that not a single financial rag has, as of yet, published an article titled, "Oculus Rift May Be Shipping For Christmas", which is what this news implies. At any rate, I would have thought someone would have loved to scoop up such an article. Does anyone besides me find this to be suspicious?

     

    BTW, I did increase my position of FB on this news. I am positive I am not the only one.
    9 Apr 2014, 04:51 PM Reply Like
  • duggard
    , contributor
    Comments (107) | Send Message
     
    The following are my comments from 4/7 on the following article:
    http://seekingalpha.co.... More details in the article about the positions I have initiated based on my thesis.

     

    Here is my thesis for FB. User growth will continue to expand at a slower pace, however monetization will continue to accelerate. I do not like the WhatsApp purchase but during ER FB will make a big deal about explosive user growth and make themselves sound smart for the purchase. The dilutive impact of the purchase will not impact the stock until after ER. As long as wall street feels the monetization trajectory is still intact, no matter how unrealistic, the stock price will at least hold 65 or above. I am reading the Occulus purchase as a reflection of FB swagger driven by them knowing this ER is in the bag vs FB trying to take advantage of over inflated stock price. Let see what happens. Good luck to you my friend!
    9 Apr 2014, 01:53 PM Reply Like
  • Glenway Fripp
    , contributor
    Comments (1214) | Send Message
     
    But clearly you were not talking about the same company . Right? You were talking about a company of "Likes" and "Friends". I am talking about a company immersed in the Metaverse with a new interface to the internet and a strong presence in devise engineering and sales. In terms of earnings, this part of the business will dwarf Facebook as we know it one year.
    9 Apr 2014, 02:03 PM Reply Like
  • duggard
    , contributor
    Comments (107) | Send Message
     
    Glenway-Really?? You really think the revenue stream from Oculus will be bigger than the FB ad revenue? in one year?? I am currently very long FB and would love that to be true but....
    9 Apr 2014, 02:11 PM Reply Like
  • Glenway Fripp
    , contributor
    Comments (1214) | Send Message
     
    Yes. If they are really shipping the first rift for the Christmas season! Oculus will decouple FB from other social media stocks starting now.
    9 Apr 2014, 02:13 PM Reply Like
  • monfrere
    , contributor
    Comments (635) | Send Message
     
    You know they did 8B in revenue last year, right? at $300 per unit, that would be 26 Million units sold. The playstation 3 has sold 80 million units TOTAL over the last 8 years.
    9 Apr 2014, 02:32 PM Reply Like
  • Tomal
    , contributor
    Comments (1342) | Send Message
     
    I think 2015 is a safe bet for launch as per former Valve VR specialist who joined Occulus.
    9 Apr 2014, 02:52 PM Reply Like
  • Glenway Fripp
    , contributor
    Comments (1214) | Send Message
     
    You are still thinking of it as a gaming devise. I am thinking of it as an internet interface devise. I am SURE that is what Zuck has in mind. Read my blog.
    http://seekingalpha.co...
    9 Apr 2014, 03:20 PM Reply Like
  • Glenway Fripp
    , contributor
    Comments (1214) | Send Message
     
    Then why do you short them?
    9 Apr 2014, 03:31 PM Reply Like
  • Tomal
    , contributor
    Comments (1342) | Send Message
     
    I think right now he is thinking how to cover his shorts
    9 Apr 2014, 07:15 PM Reply Like
  • BAHAMAS1
    , contributor
    Comments (3149) | Send Message
     
    $80's here we come !
    9 Apr 2014, 02:47 PM Reply Like
  • Tomal
    , contributor
    Comments (1342) | Send Message
     
    man FB should be getting crushed by bears now :P
    9 Apr 2014, 02:52 PM Reply Like
  • Tomal
    , contributor
    Comments (1342) | Send Message
     
    So many FB bearish articles today :P

     

    http://bit.ly/PSnDde

     

    http://on.mktw.net/PSnDdg

     

    http://on.mktw.net/PSnCpq
    9 Apr 2014, 02:56 PM Reply Like
  • Scott Ryan
    , contributor
    Comments (338) | Send Message
     
    The "mo-mo" short sellers are not going to like reality very much. Short-sellers are the people who have ACTUALLY created the real "bubble". They THINK they learned something from history but in reality, they are CREATING history because they drew deeply erroneous conclusions based on assumptions that were not analogous to 1999 with regard to Facebook.

     

    I've been hearing reporters on CNBC go on and on, feeding the baseless selling fueled by ignorance. They repeat ad nauseam that "investors are wondering whether a shift or -rotation- in leadership from growth is underway."

     

    If they are worried about a shift or "rotation" than it is a complete misnomer to refer to these capricious dice rollers as investors.

     

    What astute "investor" would buy a company let's say in a private market - and then worry about whether they bought a good business and a reasonable price a few weeks later because of what a herd of sheep are buying? It is especially ridiculous when considering that the herd is historically wrong time after time, century after century. A person so destitute of conviction and fortitude is anything but an investor.

     

    Exactly as they did last quarter, the herd is proliferating insipid baseless rhetoric that has no bearing whatsoever in fact about Facebook. The bubble and so-called mo-mo is on the short side and the followers of such pessimistic clap-trap will be met with agony on 4/23/2014.

     

    Facebook: The Most Reluctant Growth Stock in Contemporary Market History
    http://bit.ly/1fgbtnL

     

    Facebook is not Tesla and it is not Netflix. People who draw conclusions on the valuation of any one of these companies based upon any other of these incredibly different businesses betray complete ignorance on matters of true investment and are disqualify themselves from being taken seriously by any true investor. In matters of astrology or palm reading perhaps their advice may rightfully be sought but not investing on fundamentals.
    9 Apr 2014, 11:01 PM Reply Like
  • drpersky@drpersky.com
    , contributor
    Comments (124) | Send Message
     
    Nicely said Scott. How do short bears do on a day like today when Facebook is up over 7%? Facebook is the best form of mass media communication in history! Be well.

     

    Doc
    10 Apr 2014, 12:20 AM Reply Like
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