Showing posts with label FANG. Show all posts
Showing posts with label FANG. Show all posts

7.26.2018

Revisiting FANG in the wake of ‘Chief Buzzkill’





Facebook’s ‘Chief Buzzkill’ Strikes Again

Excerpt:

Finance chiefs are often the bearers of bad news during earnings calls, with share prices reaping the consequences. That’s why many -- particularly in the tech industry -- shy away from giving precise outlook figures.

Dave Wehner learned that lesson the hard way. Shares of Facebook Inc. fell as much as 20% this morning following the CFO’s sober forecast for revenue growth this year after the market closed Wednesday. The stock is down 19% in recent trading. Mr. Wehner also said new advertising formats were less profitable than expected.

With investors used to getting record-breaking results quarter after quarter, finance chiefs at technology companies, especially at heavyweights like Facebook, Alphabet Inc. or Amazon.com Inc., must be adept at managing the company’s message and expectations when the news is grim. A sharp, reactionary swing in share price following a quarterly report dramatically raises the stakes for the next quarter.
Comment: Below is my missed FANG investment.



Compare with 2½ years ago


So yeah it was a missed opportunity! Of the FANG stocks ... 1.) I have none: 2.) AMZN, GOOG, and NFLX have value to me.

Related: Other news ... today!

Posted by Jim Peet at 7/26/2018 03:00:00 PM 0 comments

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10.17.2016

My FANG Missed Opportunity

Netflix' Earnings Show Its Giant Original Content Bet Is Paying Off in a Big Way

Excerpt:

In its third-quarter report, Netflix disclosed its streaming subscriber base grew by 3.57 million sequentially to 86.7 million (83.28 million paid, the rest on free trials), easily topping guidance for 2.3 million net subscriber adds. In addition, Netflix guided for 5.2 million net adds in the fourth quarter -- 1.45 million in the U.S., 3.75 million elsewhere. It's all quite the change of pace from July, when Netflix plunged due to disappointing second-quarter subscriber adds and third-quarter guidance.
Comment: Perhaps readers will remember I was going to invest $ 2,210 back on February 24th. Well I did not; See also Netflix surges after hours

Then:



Now:


See Jim Cramer renames FANG as FAAA: Your key to long-term growth

Move over FANG, Jim Cramer has officially crowned FAAA as the new acronym for red-hot growth plays in the market. Cramer created the acronym FANG for Facebook, Amazon, Netflix and Google, now under the parent name of Alphabet. The new abbreviation of FAAA represents Facebook, Alibaba, Alphabet and Amazon. "We have to talk about how these FAAA stocks got their groove back in order to figure out what it means for them going forward as we head into the fourth quarter," the "Mad Money" host said. On Tuesday, JPMorgan raised its 2017 year-end price targets for FANG stocks, noting that investors have returned to the group in search of growth. While many investors may question why they should care about 2017 year-end targets when it's not even the end of 2016 yet, Cramer clarified why it's important for those seeking growth. "Real growth investors don't particularly care about this year's numbers because classic high-growth stocks always look expensive on the near-term estimates. But if things go right, they will turn out to be very cheap once we get to the out-years," Cramer said.
Source

 Updated on 11/11/2016 - Flipped

Posted by Jim Peet at 10/17/2016 09:28:00 PM 1 comments

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2.24.2016

The FANG stocks



What Are FANG Stocks and Why Does Jim Cramer Love Them?

Excerpt:

FANG, an acronym created by TheStreet's Jim Cramer a few years ago, is representative of four of the most popular and best-performing tech stocks in recent memory
Beware the FANG, and other quirky stock market indicators

Excerpt:

The FANG? It’s among the latest in a long line of quirky predictors, funky barometers and other theories that contribute to the noise surrounding why stocks go up and down. Some indicators are tied to the calendar, while others track presidential elections, the Super Bowl and horse racing’s Triple Crown. The FANG is an acronym for four high-flying stocks that are investor favorites: Facebook, Amazon, Netflix and Google. Never mind that Google is now called Alphabet.
Comment: Image source.  None are in our portfolio but I may do a future investment of about $ 2200:




Posted by Jim Peet at 2/24/2016 07:36:00 AM 0 comments

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