What the experts are saying about ZTS-N

Signal	Opinion	Expert
BUY	Zoetis Inc(ZTS-N) December 27, 2018 It was too cheap because the whole pharma industry was out of favor. This whole industry is not out of favor from politicians. This has a better balance sheet, margins, and manufacturing costs. He continues to see it doing well unless something impacts livestock herds or companion animal populations. Consumer Products 0 0 0 0 0 0 comments	It was too cheap because the whole pharma industry was out of favor. This whole industry is not out of favor from politicians. This has a better balance sheet, margins, and manufacturing costs. He continues to see it doing well unless something impacts livestock herds or companion animal populations. Consumer Products 0 0 0 0 0 0 comments David Fingold VP and Por, Dynamic Funds... Price $84.330 Owned Yes

COMMENT	Zoetis Inc(ZTS-N) December 3, 2018 They've been hitting it out of the park and continues to see great topline growth. He sold it because Eli Lilly spun out their business into Elanco, the #2 in animal health. There's a premium valuation on ZTS, because there's little else to get exposure to animal health. At 27x earnings, this will get hit more in a pullback. Consumer Products 0 0 0 0 0 0 comments	They've been hitting it out of the park and continues to see great topline growth. He sold it because Eli Lilly spun out their business into Elanco, the #2 in animal health. There's a premium valuation on ZTS, because there's little else to get exposure to animal health. At 27x earnings, this will get hit more in a pullback. Consumer Products 0 0 0 0 0 0 comments Paul Macdonald Chief Inve, Harvest Portfolios G... Price $93.570 Owned No
TOP PICK	Zoetis Inc(ZTS-N) November 7, 2018 Big producer of medicine and vaccines for livestock and pets, with revenues roughly evenly split between those two areas. Living standards are rising in developing countries, so they need vaccines for healthy livestock. Also, pet owners will pay well (vaccines) to heal their pets. (Analysts’ price target is $98.91) Consumer Products 0 0 0 0 0 0 comments	Big producer of medicine and vaccines for livestock and pets, with revenues roughly evenly split between those two areas. Living standards are rising in developing countries, so they need vaccines for healthy livestock. Also, pet owners will pay well (vaccines) to heal their pets. (Analysts’ price target is $98.91) Consumer Products 0 0 0 0 0 0 comments Stan Wong Director &, Private Wealth Manag... Price $95.190 Owned Yes
TOP PICK	Zoetis Inc(ZTS-N) September 12, 2018 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.) Consumer Products 0 0 0 0 0 0 comments	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.) Consumer Products 0 0 0 0 0 0 comments Stan Wong Director &, Private Wealth Manag... Price $88.240 Owned Yes
TOP PICK	Zoetis Inc(ZTS-N) August 20, 2018 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) Consumer Products 0 0 0 0 0 0 comments	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) Consumer Products 0 0 0 0 0 0 comments David Fingold VP and Por, Dynamic Funds... Price $91.470 Owned Yes
COMMENT	Zoetis Inc(ZTS-N) March 21, 2018 Fabulous stock. He took profits, but still likes this. Valuation has risen, currently at 27x earnings, which is why he exited. Consumer Products 0 0 0 0 0 0 comments	Fabulous stock. He took profits, but still likes this. Valuation has risen, currently at 27x earnings, which is why he exited. Consumer Products 0 0 0 0 0 0 comments Paul Macdonald Chief Inve, Harvest Portfolios G... Price $84.100 Owned No
COMMENT	Zoetis Inc(ZTS-N) June 22, 2016 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. Consumer Products 0 0 0 0 0 0 comments	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. Consumer Products 0 0 0 0 0 0 comments Paul Macdonald Chief Inve, Harvest Portfolios G... Price $47.330 Owned No
BUY	Zoetis Inc(ZTS-N) January 5, 2015 A very defensible business. Has pricing power on most of its drug portfolio. They have been under levered for a significant period of time. Consumer Products 0 0 0 0 0 0 comments	A very defensible business. Has pricing power on most of its drug portfolio. They have been under levered for a significant period of time. Consumer Products 0 0 0 0 0 0 comments Peter Mann Portfolio , Gluskin Scheff & Ass... Price $43.050 Owned Yes
PAST TOP PICK	Zoetis Inc(ZTS-N) November 13, 2014 (Top Pick Oct 30/13, Up 34.92%) This is a spin off from Pfizer and focused on animals. Sales are growing at 3 times industry average because they dominate in market share. 1 of 3 FDA approved drugs are theirs. They are looking to increase their operating efficiencies. Consumer Products 0 0 0 0 0 0 comments	(Top Pick Oct 30/13, Up 34.92%) This is a spin off from Pfizer and focused on animals. Sales are growing at 3 times industry average because they dominate in market share. 1 of 3 FDA approved drugs are theirs. They are looking to increase their operating efficiencies. Consumer Products 0 0 0 0 0 0 comments Mohsin Bashir VP Investm, Stone Asset Manageme... Price $43.240 Owned Yes
TOP PICK	Zoetis Inc(ZTS-N) October 30, 2013 Largest animal healthcare company globally. There are opportunities with their ability to increase their animal companion ability where there is an increasing amount of emerging markets moving to a higher standard of living and higher adoption of companion animals. 0.81% dividend is paltry, but over the course of time he believes this can grow substantially. This has to do with their ability to double their free cash flow of $500 million to over $1 billion inside of 3 years. His target is $37 for 12 months. Consumer Products 0 0 0 0 0 0 comments	Largest animal healthcare company globally. There are opportunities with their ability to increase their animal companion ability where there is an increasing amount of emerging markets moving to a higher standard of living and higher adoption of companion animals. 0.81% dividend is paltry, but over the course of time he believes this can grow substantially. This has to do with their ability to double their free cash flow of $500 million to over $1 billion inside of 3 years. His target is $37 for 12 months. Consumer Products 0 0 0 0 0 0 comments Mohsin Bashir VP Investm, Stone Asset Manageme... Price $32.060 Owned Yes
COMMENT	Zoetis Inc(ZTS-N) June 11, 2013 (Pfizer (PFE-N) offered to exchange shares for Zoetis (ZTS-N). What do you think? This is Pfizer’s animal nutrition business and they have been streamlining themselves and focusing on their core pharmaceuticals which is probably a positive for them. Doesn’t know too much about this company. Consumer Products 0 0 0 0 0 0 comments	(Pfizer (PFE-N) offered to exchange shares for Zoetis (ZTS-N). What do you think? This is Pfizer’s animal nutrition business and they have been streamlining themselves and focusing on their core pharmaceuticals which is probably a positive for them. Doesn’t know too much about this company. Consumer Products 0 0 0 0 0 0 comments Christine Poole CEO & Mana, GlobeInvest Capital ... Price $31.700 Owned No