Zoetis Inc
ZTS-N
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About Zoetis Inc (ZTS-N)
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Animal health care involving drugs. Largest producer of medicine in the pet and livestock space. Spun off from Pfizer. Likes it because of minimal generic competition, and a fragmented customer base. A defensive growth name. Yield is 0.6%. (Analysts’ price target is $93.27.)
Animal health care involving drugs. Largest producer of medicine in the pet and livestock space. Spun off from Pfizer. Likes it because of minimal generic competition, and a fragmented customer base. A defensive growth name. Yield is 0.6%. (Analysts’ price target is $93.27.)
Was spun out of Pfizer. They make pharma for livestock and pharma for companion animals. The latter is growing faster than the former. They bought out a competitor in diagnostics so they have a stronger share in that area, which is a rapidly growing market. He's done well with it ever since Clinton attacked big pharma. (0.6% dividend) (Analysts' price target: $93.27)
Was spun out of Pfizer. They make pharma for livestock and pharma for companion animals. The latter is growing faster than the former. They bought out a competitor in diagnostics so they have a stronger share in that area, which is a rapidly growing market. He's done well with it ever since Clinton attacked big pharma. (0.6% dividend) (Analysts' price target: $93.27)
Fabulous stock. He took profits, but still likes this. Valuation has risen, currently at 27x earnings, which is why he exited.
Fabulous stock. He took profits, but still likes this. Valuation has risen, currently at 27x earnings, which is why he exited.
An animal health company that was spun out of Pfizer (PFE-N) in 2013. They have 2 lines of business. 1.) Vaccines and antibiotics for livestock including cattle, swine and poultry, in that order, for about 65% of their revenue. 2.) Antibiotics for companion animals. A great growth profile in emerging markets. Trading at about 25X PE this year, going down to about 20X with about 20% EPS growth. A well-run company. He could see more upside in this.
An animal health company that was spun out of Pfizer (PFE-N) in 2013. They have 2 lines of business. 1.) Vaccines and antibiotics for livestock including cattle, swine and poultry, in that order, for about 65% of their revenue. 2.) Antibiotics for companion animals. A great growth profile in emerging markets. Trading at about 25X PE this year, going down to about 20X with about 20% EPS growth. A well-run company. He could see more upside in this.
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