Tag Archives: Facebook

by | November 6, 2013 · 2:10 pm

Emerging markets

It`s all green and it`s all up in the European markets today. It`s mixed in Asia. Today, everyone has their eyes on the Twitter IPO. A very risky investment for investors right now. You all know what went wrong with Facebook. Twitter is about 50% more risky than Facebook.

Befor the Twitter IPO I will write about the Emerging Markets. Three new investment opportunities today:

Turkey

GDP growth, 2013 to 2017: 21.2%.

Inflation rate: 5.4%.

Government debt as % of GDP: 36.3.

Thailand

GDP growth, 2013 to 2017: 25.9%.

Inflation rate: 2.7%.

Government debt as % of GDP: 49.4.

South Korea

GDP growth, 2013 to 2017: 22.9%.

Inflation rate: 2.9%.

Government debt as % of GDP: 27.3.

South Korea, together with Mexico and Czech Republic are among the most attractive countries. That`s because they are less reliant on foreign finance. That`s good news for investors because they don`t know what`s gonna happen in Capitol Hill and the White house.

Some of the nations in the EM`s will see more capital outflows in the next months as the investors starts to break it down to good EM`s and bad EM`s. The prospect of the Fed reducing its stimulus is a “persistent” external risk, South Korea Finance Minister Hyun Oh Seok said.

I look forward to write about Twitter tomorrow. A risky stock, and I am just waching the trading session now. News today: Crude oil inventories at 10:30am. Forecast: 1,7M.

emerging-markets-sign

Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

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by | October 31, 2013 · 2:16 pm

Facebook slid

Nikkei fell 1,2% today. The index is so far down 0,9% in October but still up 38% so far this year. The broader Topix was down 0,9% today. 2,82 billion shares changing hands and that is down from a six-week high of 3,48 billion.

European shares is down today with the FED`s less-dovish-than-expected statment rainsing concerns the U.S central bank could start trimming its stimulus sooner than foreseen. Gold is trading at $1334, down -1,11%.

LinkedIn plummeted 9,32%. Facebook slid -0,78%. LinkedIn`s revenue growth per user is slowing down. LinkedIn Q3 revenues came in at $393,0 million, up 56% from last year. Losses came in at $0,03 per share. Earnings came in at $46,8 million, up from $25,1 million last year.

LinkedIn is probably overvalued. The stock is up 107,8% the last 12 months. Stockprice should be much lower than it is today. P/E is 852. LinkedIn is 22 times sales and 25 times book. How is that possible? This is a bubble and how big is it gonna be?

Facebooks (FB) earnings in Q3 beat the expectations as the number one website in social media continue to expand with their mobile ads. Revenues from mobile ads rose to 49%. That`s up 8% since Q2 this year.

Profit in Q3 doubled to $621M, and EPS is now at $0,25. Revenue came in at $2,02B, up 60%. Facebook will not increase the number of ads in user feeds, and Mr. Mark Suckerberg says that the teenagers were using the Web site less. That is not good new for the future. The shares went down and are now trading at 49,01.

News today: Unemployment Claims at 8:30am, Chicago PMI at 9:45am.

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Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

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by | October 30, 2013 · 2:06 pm

FOMC conclusion today

Nikkei rose (1,23%) today on expectations that the FED will maintain its easy money policy for the next months. Europe is up today, and Copper jumped 0,9% extending the longest streak since July 24. Gold is trading at $1354,30.

FED started its meeting yesterday and will release a conclution later today. It is expected that the FED will continue the bond-buying campaign into 2014, and they will announce its policy decision at 2 p.m today. The FED has held interest rates near zero since 2008. They have quadrupled the size of its balance sheet to $3,7 trillion. All this with three rounds of bond buying.

It is expected that the FED will keep buying bonds at an $85 billion monthly pace until march next year. If Yellen win confirmation from the Senate, it goes the way people think. She will probably face tough questions from the Republicans who is critical of the Fed`s ultra-easy monetary policy, which is risky for the financial stability and for the future inflation.

The shutdown has slowed down the economy in Q4, and it will be interesting to see the numbers of months of economic data that may convince the FOMC that the recovery is continuing at a solid pace.

The FED conclusions today is important, but I will also look for Facebook earnings today. The traffic on the nr. 1 website in this social media business is expanding. So are the advertising, and so should the number. They could reach $100 billion in sales in the next five years.

Surprisingly, Pinterest drives more traffic to publishers than Twitter. Facebook, and it is undoubtly the best, nearly doubled its traffic since 2012. Forget the rest. Google+, LinkedIn, Youtube and other sosial media is a flop so far.

News today: ADP non-farm Employment change at 8:15am, Core CPI m/m at 8:30am, FOMC statment at 2:00pm.

FOMC-dice

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by | September 26, 2013 · 11:43 am

The next HOT stocks

When Facebook (fb) went to the stock exchange may 17 last year it plummet and had a huge problem from day one. In june this year, the stock was worth only $24 a share. Since june fb has skyrocket! Right now the stock is just below $50. What a bull! A shiny bull!

It`s not the only ecommerce stock with great success. What about Google, and what about Apple? I love them both. You already know their success story, but is there more to come? Yes, it is. I will keep an eye on two stock right now. Twitter and Alibaba is the next big thing.

Alibaba is a huge company from China with great success with their ecommerce business. The Alibaba IPO will be a much much larger deal than Twitter. The market value of the Twitter IPO is expected to be around $15 billion, while Alibaba is expectet to be around $100 billion. The Facebook deal was estimated to be $104 billion.

Alibaba include Tmall.com and Taobao Marketplace, and their profit in the first quarter this year rised to $668,7 million. Last year the number was $220,5 million in the same periode. They increased their quarterly revenue by 72 percent which is $1,38 billion.

Alibaba will help Yahoo too. The valuation of $100 billion in Alibaba should be a great deal for Yahoo (YHOO) who have a nice 24% stake in the ecommerce giant Alibaba. But relax. It`s too early to even think about buying IPO stocks now, because it`s just in an early prosess.

It`s not gonna be this year. If so, it will be at the end of 2013. Probably early next year, because Alibaba is trying to avoid certain regulations. Hong Kong Exchange does not allow Jack Ma (founder and the executive chairman of Alibaba.) to have dual shareholder voting classes, but NYSE does. In addition, they have not yet selected lead bankers, nor an exchange.

Dual-class and related share structures are permitted in the United States and on NYSE, but not in China and on the Hong Kong exchange. Both Google and Facebook have dual-class listings. It gives the owners of the company greater say on how the company is driven.

If Alibaba chose New York, it will be a setback for the Hong Kong Exchange, which is ranked as the worlds largest market for IPO from 2009 to 2011. Twitter and Alibaba is two secrets I will look for now.

This is stocks you need to follow in the future, because most of the stocks in the US is too high now. Investors will not earn much the next years, but they will not lose much eighter, and the market will probably go sideways for years to come. That`s why I say stockpicking is very important now. News to follow today: Unemployment Claims & Final GDP at 8:30am, Pending Home Sales at 10:00am.

European markets, commodities and the overseas market is the markets I will follow the next years to come. It`s much better to be in those markets than ending up beeing wiped out in a huge correction. I don`t think it is a vicios bear market in the US, but it`s not a bull market either. Look for the right quality stocks! Take a look at the Facebook (fb) stock below.

What a nice bull! A shiny bull!

A nice rally in Facebook

Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

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