+- Dividend Growth Forum (http://DividendGrowthForum.com)
+-- Forum: Dividend Growth Investing (http://DividendGrowthForum.com/forumdisplay.php?fid=15)
+--- Forum: Dividend Growth Investing (http://DividendGrowthForum.com/forumdisplay.php?fid=33)
+--- Thread: What I Am Buying Today. (/showthread.php?tid=2014)
Pages:
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129
130
131
132
133
134
135
136
137
138
139
140
141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
167
168
169
170
171
172
173
174
175
176
177
178
179
180
181
182
183
184
185
186
187
188
189
190
191
192
193
194
195
196
197
198
199
200
201
202
203
204
205
206
207
208
209
210
211
212
213
214
215
216
217
218
219
220
221
222
223
224
225
226
227
228
229
230
231
232
233
234
235
236
237
238
239
240
241
242
243
244
245
246
247
248
249
250
251
252
253
254
255
256
257
258
259
260
261
262
263
264
265
266
267
268
269
270
271
272
273
274
275
276
277
278
279
280
281
282
283
284
285
286
287
288
289
290
291
292
293
294
295
296
297
298
299
300
301
302
303
304
305
306
307
308
309
310
311
312
313
314
315
316
317
318
319
320
321
322
323
324
325
326
327
328
329
330
331
332
333
334
335
336
337
338
339
340
341
342
343
344
345
346
347
348
349
RE: What I Am Buying Today. - fenders53 - 02-02-2022
(02-02-2022, 06:02 PM)stockguru Wrote: Sub $200 coming for FB. Glad want to buy some lolThat is certainly possible next time tech gets hit. I think that is what it would take for me to add much. I'll buy a little tomorrow if after hours holds. It's in the falling knife zone I try to avoid. I agree it will take some time to recover. Meta is printing money but spending more than I'd like on metaverse. Zuck isn't going to slow down on that for awhile. He better find a way to monetize it some year soon.
It happened on July 2018 for missing the number and poor projection, and it took about 10 months to come back. It will come back again this time but just need some time.
Tech dump going to be big tomorrow. I may not want to hold any now ?
Some metaverse ETFs are gonna get whacked again tomorrow.
And this is why I trimmed my port down to tickers I thought couldn't miss earnings by much. Forward guidance is what will get you killed though.
RE: What I Am Buying Today. - stockguru - 02-02-2022
tonight i will dream in the meta verse probably a nightmare ?
What I Am Buying Today. - bankerboy - 02-02-2022
Eventually the social media companies like FB, YT and Twitter will start losing corporate advertising as the tide turns against them for the damage they are causing to society.
These same companies will be on the run from their wokeness when congress switches hands later this year and those on the right in charge will start being much more brutal in their approach having learned from the left.
Wokeness and censorship aren’t playing well with a vast majority of Americans. It’s only a matter of time before SM and woke corporate America gets squeezed from every direction.
Sent from my iPhone using Tapatalk
RE: What I Am Buying Today. - fenders53 - 02-02-2022
(02-02-2022, 06:55 PM)stockguru Wrote: tonight i will dream in the meta verse probably a nightmare ?LOL, dream of 3 billion users worldwide and 20% YOY growth. Youtube was Google's weak spot this quarter. The comps are just brutal. I was pretty sure they wouldn't have blowout earnings but I sure didn't expect the SP to get slammed like this.
I should go post the winners and losers thread before my port gets hammered tomorrow.
It's not a huge position but I own like 47 shares of FB so I will feel this.
RE: What I Am Buying Today. - Kerim - 02-02-2022
I think it is a grotesque over-reaction. Enough so that I just made my first after-hours purchase ever to increase my FB holdings considerably. Anyone who is selling because FB *only* increased EPS by 36 percent in 2021 is out of their mind. Slowing growth matters a lot with a stratospheric P/E, which this cash generating juggernaut does not suffer from.
Not making any predictions about time frame -- my holding period is generally measured in decades. (But the way things have been moving lately, it would not surprise me a bit if it was back closer to $300 by the open tomorrow, as people come to their senses. (Or maybe it will be under $200 -- who the hell knows anymore. But I'll be sleeping fine tonight.))
RE: What I Am Buying Today. - fenders53 - 02-02-2022
(02-02-2022, 08:16 PM)Kerim Wrote: I think it is a grotesque over-reaction. Enough so that I just made my first after-hours purchase ever to increase my FB holdings considerably. Anyone who is selling because FB *only* increased EPS by 36 percent in 2021 is out of their mind. Slowing growth matters a lot with a stratospheric P/E, which this cash generating juggernaut does not suffer from.I think it will be awhile before it sees $300 again, but in the end it's very undervalued at $250. It will be fine whenever tech is fine again. What I want to know is who starts dumping shares in VERY profitable companies at 20% off, one minute after the press release? My hunch is an institution throws up 10K shares at a ridiculously low ASK and starts the panic. We know what they do after that. Same thing happened to NFLX. They aren't going broke either, but had a much higher valuation than FB.
Not making any predictions about time frame -- my holding period is generally measured in decades. (But the way things have been moving lately, it would not surprise me a bit if it was back closer to $300 by the open tomorrow, as people come to their senses. (Or maybe it will be under $200 -- who the hell knows anymore. But I'll be sleeping fine tonight.))
RE: What I Am Buying Today. - Mr1share - 02-02-2022
(02-02-2022, 08:16 PM)Kerim Wrote: I think it is a grotesque over-reaction. Enough so that I just made my first after-hours purchase ever to increase my FB holdings considerably. Anyone who is selling because FB *only* increased EPS by 36 percent in 2021 is out of their mind. Slowing growth matters a lot with a stratospheric P/E, which this cash generating juggernaut does not suffer from.
Not making any predictions about time frame -- my holding period is generally measured in decades. (But the way things have been moving lately, it would not surprise me a bit if it was back closer to $300 by the open tomorrow, as people come to their senses. (Or maybe it will be under $200 -- who the hell knows anymore. But I'll be sleeping fine tonight.))
Agreed. And we all know every growth fund, etf ect owns FB in it's top 10. It will come back and we now have a discount to buy it.. I added a few AH's under $250. Why not. with a PE of less then 25.
The only issue I have is FB is losing the young adults and they are fleeing to Tick Tock
RE: What I Am Buying Today. - fenders53 - 02-02-2022
They mostly left the base platform years ago. Things will change with time. They have to diversify to keep ad revenues growing. I wish they could acquire new sites but that will never clear FTC unless it's very small. The majority of users are outside the US anyway.
I wonder if AMZN sale starts tomorrow night?
RE: What I Am Buying Today. - stockguru - 02-02-2022
Facebook’s global daily active users declined from the previous quarter for the first time, to 1.929 billion from 1.930 billion.
So this warrants an 80 point drop lol. Come on FB just buy Tick Tock lol
RE: What I Am Buying Today. - fenders53 - 02-02-2022
(02-02-2022, 10:39 PM)stockguru Wrote: Facebook’s global daily active users declined from the previous quarter for the first time, to 1.929 billion from 1.930 billion.Zuck would have to buy a Condo across the street from the Capitol if he tried to buy a porta-potty company right now. I swear big tech CEOs are getting grilled by Congress quarterly. Reality is it's probably necessary or five companies will own the world.
So this warrants an 80 point drop lol. Come on FB just buy Tick Tock lol
RE: What I Am Buying Today. - crimsonghost747 - 02-02-2022
(02-02-2022, 10:39 PM)stockguru Wrote: Facebook’s global daily active users declined from the previous quarter for the first time, to 1.929 billion from 1.930 billion.
So this warrants an 80 point drop lol. Come on FB just buy Tick Tock lol
Here is the question for you facebook believers.
Which of you use facebook daily anymore? I feel like facebook has been on it's way out, at least in it's current state, for a while now. Too many issues with privacy, confidentiality etc. Long gone are the days you could use their services without giving up all your details, including phone numbers etc. You are the product, everyone knows this, but finally more and more people are actually understanding it.
Facebook was cool. Then it wasn't.
Then they bought tons of other interesting companies. Whatsapp was the best thing since sliced bread, until FB bought it and the privacy went to zero. It'll take years and years, but I will argue that in 2030 whatsapp is no longer the #1 instant messaging tool in the western world. Instagram, I believe, is and will be a success story.
While that ticktock thing might have been said partly as a joke, it is what they need to do. Big acquisitions are their default expansion plan. The issue is that the regulators won't let them keep doing it anymore.
RE: What I Am Buying Today. - fenders53 - 02-03-2022
I use it about 10 minutes per day. Boomer stuff like check a few interest groups, wish a few happy birthdays, sometimes check the newsfeed. FB messenger is the easiest way to drop a non-urgent message to about a dozen people in my life. I only know a few dozen people that are addicted to FB and post many times a day. Used to be more. My kid uses Instagram.
My question back to you is where do the growing billions of free cashflow come from? Why would advertisers pay so much to advertise on unused sites?