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gwynfryn

gwynfryn
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  • Facebook's Q4 highlights: 53% ad growth, 1.39B MAUs [View news story]
    Lots of expenditure promised for the next two years, which may or may not pan out, so I'd expect it to stay flat until we can see how it's going. This should make a lot of big investors cautious (but won't affect the die hards, of course). If I held any, I'd sell, as there are many stocks with better prospects in the medium term.
    Jan 29, 2015. 11:09 AM | Likes Like |Link to Comment
  • Facebook's Oculus Story Studio Launches Virtual Reality Cinema [View article]
    Actually, GP, you won't move at all (at least not safely...) as you can't see where you are going wearing a Rift. OK, you may be able to joggle yourself around virtually with your games console (or whatever) but that's not the same thing, so I protest your use of imprecise language, in the apparent intent to make this seem like something it isn't. MS's Hologlasses will be more of a game changer than a Rift, as you can see through them to the surrounding reality, and they are wireless, which should make for some very interesting immersions, like playing solo paintball, but with no need for protective clothing or paint...
    Jan 29, 2015. 11:03 AM | Likes Like |Link to Comment
  • Will Facebook Top The Whisper Number This Quarter? [View article]
    So what have you guys gained from reading this free (well actually, they get paid for it) advert for "Whisper Number"? Rationally, the Zuck's disclosure of his near future spending plans should put a damper on SP (though rationality has little to do with this stock) for the next year or two. What happens after, depends on how well his new investments work out (I expect most of them will) but in the mean time, there are more lucrative bets available, so I wouldn't buy in at this price.
    Jan 29, 2015. 10:51 AM | Likes Like |Link to Comment
  • Update: Bank Of America Q4 2014 Earnings - NII To Improve Going Ahead [View article]
    With dividends at BAC levels, I'd say they are irrelevant. That said, though stock buybacks should improve the SP, it doesn't always work out that way, but it does improve the banks future prospects, if not the shareholders'.
    Jan 29, 2015. 10:09 AM | Likes Like |Link to Comment
  • Facebook: Q4 2014 Earnings Preview [View article]
    Oculus certainly seems to have more going for it than WatsApp, but have you checked out MS's Hologlasses? Far more useful, in my view; you can move around safely while wearing them.
    Jan 29, 2015. 10:03 AM | Likes Like |Link to Comment
  • Facebook: Q4 2014 Earnings Preview [View article]
    About what, exactly? As for my above comment, time will tell...
    Jan 29, 2015. 10:01 AM | Likes Like |Link to Comment
  • Facebook: Q4 2014 Earnings Preview [View article]
    Well, the release of FB lite for low power phones is a good move, certainly, but the stock is still fundamentally overpriced, so any future dip has the potential to be long term. At the very least, it's likely to be pretty flat for the next year or so, given the announced spending plans. It'll depend, as ever, on how many fans remain enthusiastic about this stock, and I'm guessing that more and more of them will be scratching their heads over it's short term prospects, so this may not be the best time to buy in, even if it does dip.
    Jan 28, 2015. 11:48 AM | Likes Like |Link to Comment
  • Emerging Markets Are Facebook's Next Advertising Growth Drivers [View article]
    A step in the right direction, certainly. Presumably, a version for non Android systems will follow? Now if only MS would produce a Win 10 lite...
    Jan 28, 2015. 11:41 AM | 1 Like Like |Link to Comment
  • Facebook: Why I Went Long Headed Into Earnings [View article]
    Indeed, let him snatch loss from the jaws of profit!
    Jan 28, 2015. 10:11 AM | Likes Like |Link to Comment
  • Facebook Q4 2014 Preview: Core Business Remains Robust; Video, The Near-Term Catalyst [View article]
    If I'd bought at $34 I'd have sold at $70; there'll always be peaks and troughs with this one!
    Jan 28, 2015. 10:07 AM | Likes Like |Link to Comment
  • A Second Chance To Profit Does Not Happen Often So Don't Miss It [View article]
    I second that, and why do you always finish with "funfun"?It's redundant!
    Jan 28, 2015. 10:04 AM | Likes Like |Link to Comment
  • A Second Chance To Profit Does Not Happen Often So Don't Miss It [View article]
    Be careful;"tinking" is bad for you, but I agree, FOREX is "tat". Dropping your "h"s, TE? I haven't seen it done on SA before (nor when it's the second letter...)!
    Jan 28, 2015. 09:59 AM | Likes Like |Link to Comment
  • Facebook: Why I Went Long Headed Into Earnings [View article]
    If it does "go a lot lower", the greatest likelihood is that it will keep on sliding, at least until it reaches a more rational value.
    Jan 27, 2015. 12:03 PM | 1 Like Like |Link to Comment
  • Facebook Q4 2014 Preview: Core Business Remains Robust; Video, The Near-Term Catalyst [View article]
    If you think it's dead money (and I'm not arguing against that) then it would be better placed elsewhere. You can buy back in later at a better price if it drops, and if it starts going up again, then so might your other investment(s), so what's the problem?
    Jan 27, 2015. 12:00 PM | Likes Like |Link to Comment
  • Facebook Q4 2014 Preview: Core Business Remains Robust; Video, The Near-Term Catalyst [View article]
    Yet another reason the purchase of WatsApp is so hard to understand; if they have the know-how to modify Messenger into a WA clone, then why not just do that (and save the 19B$)?
    Jan 27, 2015. 11:55 AM | 1 Like Like |Link to Comment
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