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Facebook IPO
guru267
#251 Posted : Sunday, October 14, 2012 11:50:56 AM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
Nabwire wrote:
Oh and next time, just so we are clear, I dont like unsolicited advice, sweetheart!


The "advice" is directed mostly at those who might read your posts and decide to place a purchase order for FB!

If it is my opinion that you are investing in FB blindly why are you offended?? where does it say that my opinion is the truth?? Only The future will tell!!
Mark 12:29
Deuteronomy 4:16
hisah
#252 Posted : Sunday, October 14, 2012 12:08:30 PM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
Wow! Ladies (guru, nabwire) please don't burn down this thread. Kool info from both of you smile

On Oct 5th wallstreet had hammered Zynga below its book value. Mr. Market can be absolutely irrational and after FB debuted on a slippery road with a lot of secret IPO info popping, Mr. Market will be ruthless on the sellside. Until those sentiments change, FB will continue taking it in the chin till earnings look rosy & sustainable. Also the insider share sales coming up in Oct & Nov are large volume which will depress the share value further.

IMHO until FB finds a way to monetize mobile user traffic (majority of its users access), it doesn't stand a chance to be a rosy investment.

http://www.latimes.com/e...20121005,0,5240403.story
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
Sufficiently Philanga....thropic
#253 Posted : Sunday, October 14, 2012 3:33:15 PM
Rank: Elder

Joined: 9/23/2010
Posts: 2,225
Location: Sundowner,Amboseli
kaifastus wrote:
I would listen to guru if I were you...however abrasive and direct guru puts across her/his ideas s/he means well.

@SufficientlyP
Nabwire
#254 Posted : Sunday, October 14, 2012 8:35:54 PM
Rank: Veteran

Joined: 7/22/2011
Posts: 1,325
Its one thing to give advice, its another thing to go around as if you are some sort of Peter Lynch, if you have a superiority complex Im sorry I'm not going to deify you especially with no track record. Even Wanjiku was smart enough not to sell KK, it amazes me how someone can think they know how a stock will perform 5 years out, there are too many variables to consider. Like I said before, use your tools that predict earnings or whatever to get you on Forbes Billionaires list then I will notice you, until then you are just another mere mortal to me, reserve your advise for your sheeple.
S.Mutaga III
#255 Posted : Sunday, October 14, 2012 9:49:25 PM
Rank: Member

Joined: 3/26/2012
Posts: 830
@Nabwire...ni kawaida ya guru usijali...they know a lot but they keep rubbing it in your face as if you know nothing...and the rudeness...just calm down and understand some people...
A successful man is not he who gets the best, it is he who makes the best from what he gets.
hisah
#256 Posted : Wednesday, October 24, 2012 2:22:20 PM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
Facebook rallies, Netflix hit after hours - http://articles.marketwa...1_netflix-share-low-end

Quote:
Facebook (US:FB) shares were up 13% at $22.14 as the company reported a 36% rise in third-quarter advertising revenue. The gain was “much better than what the Street had expected,” according to Susquehanna analyst Herman Leung. Revenue from advertising made up 86% of Facebook’s total sales.


After all the revenue hype calmed down the share price was up a measly 1%. I still expect this share to close sub $19 by end of 2012.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
Nabwire
#257 Posted : Wednesday, October 24, 2012 8:43:55 PM
Rank: Veteran

Joined: 7/22/2011
Posts: 1,325
Aii Hisah, its up 20% for the day and you still call that measly?

http://finance.yahoo.com...ds-sterne-141759713.html
hisah
#258 Posted : Thursday, October 25, 2012 5:31:16 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
Nabwire wrote:
Aii Hisah, its up 20% for the day and you still call that measly?

http://finance.yahoo.com...s-sterne-141759713.html

I meant Tues trading. Wed trading it rallied 19% with some analysts (BoA, Citi etc) upgrading it to a buy rating.

At yesterday's close of $23.23 the P/E is 45. The profit is still flat for the qtr. Also note that in Nov a huge block of insider lockup shares will be released.

If it bounces to $30 before the insider shares release, I'll be on the sellside.

http://online.wsj.com/ar...578076463090723792.html

$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
Nabwire
#259 Posted : Thursday, October 25, 2012 5:49:39 AM
Rank: Veteran

Joined: 7/22/2011
Posts: 1,325
Did you read the article or atleast the headline? Mobile ads are making it money, I thought that was your biggest reservation withFB. Anyways here's to hoping it tanks after insider lockup expires, so we can get that out of the way, it will be a good case study going forth.
hisah
#260 Posted : Thursday, October 25, 2012 7:20:56 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
Nabwire wrote:
Did you read the article or atleast the headline? Mobile ads are making it money, I thought that was your biggest reservation withFB. Anyways here's to hoping it tanks after insider lockup expires, so we can get that out of the way, it will be a good case study going forth.

Yes, that's why I posted it. Not impressed. If you fish out where the revenues are coming from vs their user base, nothing to write home about. The share price & future earnings are too optimistic for reality.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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