Zoetis Inc Cl A (NYSE:ZTS)

CAPS Rating: 5 out of 5

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Member Avatar Herbstmd (48.85) Submitted: 8/19/2015 6:07:25 PM : Outperform Start Price: $47.36 ZTS Score: -0.18

We love doggies. People do anything for pets. I just bought an allergy type pill from this company at 2 bucks a pill. No insurance or govt interference.

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Member Avatar TMFEarlyRiser (62.86) Submitted: 5/11/2015 1:20:23 PM : Outperform Start Price: $46.16 ZTS Score: +4.36

Zoetis is the largest animal health company in the world. This space is very different from human health so it does not need to worry about things like patent expiration or reimbursement costs. The sources of its moat are its brand and its distribution (relationships). I think it can grow faster than the market thinks for longer than the market thinks. Especially since there is a smart activist involved and because there are long-term secular winds at its back like people treating their pets like humans (and spending more on their care) and the growing demand for protein in emerging markets. I see this company earning high ROEs far into the future. If I am right about the growth, the high multiple will turn out to be a bargain.

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Member Avatar TMFDeej (99.27) Submitted: 11/11/2014 4:58:32 PM : Outperform Start Price: $43.66 ZTS Score: +6.24

Following Pershing Square & Sachem Head into potential buy-out candidate ZTS.

Jason

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Member Avatar line70day (< 20) Submitted: 12/2/2013 1:57:11 PM : Outperform Start Price: $30.99 ZTS Score: +35.71

Spin off from Pfizer animal health division Q income statement up 8% compared to same Q last yr. $1.1B. $706 M came from live segment. $ 397 from Animal division can boost funds. Acquired all of Advanced food technologies because of these investments profit dropped 19%

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Member Avatar shaneatlas (29.50) Submitted: 10/9/2013 9:12:15 PM : Outperform Start Price: $31.27 ZTS Score: +25.83

exploding pet demographic

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Member Avatar lanky522 (65.06) Submitted: 9/20/2013 3:46:55 PM : Outperform Start Price: $31.48 ZTS Score: +27.23

- Largest animal drug manufacturer.

- Recent split from parent PFE (companies normally operate more efficiently after they're split into logical operating pieces).

- Not exposed to the same patent -war and FDA approval fears that the rest of Large Pharma is.

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Member Avatar 0500305474 (59.88) Submitted: 8/22/2013 12:00:11 AM : Outperform Start Price: $29.35 ZTS Score: +33.37

Spin off in great industry

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Member Avatar HillCountryDungn (< 20) Submitted: 6/2/2013 11:15:18 PM : Outperform Start Price: $31.43 ZTS Score: +22.69

Sales growth is expanding fast, and spinoff from Pfizer should enhance economics.

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Member Avatar ScubaSteveO (48.69) Submitted: 5/30/2013 7:43:49 AM : Outperform Start Price: $33.63 ZTS Score: +14.66

Zoetis has been the largest developer and manufacturer of veterinary vaccines and medicines and is the largest publicly traded animal health company; not a new company, but a recent spinoff from Pfizer. Zoetis is diversified in 120 different countries, with manufacturing facilities in 11 different countries and develops products specific to different areas of concerns geographically.

Revenue up 7% growth; both revenues in livestock and companion animals are up from a year ago, as well as 8% growth in earnings in the U.S. alone. First quarter up 4% in revenue and 26% in net income. One of their biggest products (Convenia), which is a one-time injection used to fight skin infections in cats and dogs was launched in China this March and is now available in 50 countries. They project an approx. $1 increase to EPS this year which includes the costs associated from its separation from Pfizer; it’s already up $1.89 per share from its initial price in Feb.

I believe Zoetis is prepared to stand on its own and is poised to succeed and have made it one of my own investments.

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Member Avatar toegar2000 (54.36) Submitted: 3/2/2013 10:23:54 AM : Outperform Start Price: $34.10 ZTS Score: +2.37

Strong product line.

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Member Avatar SoMch2Knw (84.80) Submitted: 2/19/2013 1:19:58 PM : Outperform Start Price: $33.08 ZTS Score: +7.32

Pfizer spin-off of animal care unit...

http://stockcharts.com/freecharts/gallery.html?ZTS

...should be an interesting development.

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Member Avatar AFoolRushesIn (< 20) Submitted: 2/7/2013 2:53:30 PM : Outperform Start Price: $31.41 ZTS Score: +12.63

Pfizer seperating the animal health side of the business from the human side is a smart move.

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Member Avatar chopchop0 (36.07) Submitted: 2/1/2013 3:50:45 PM : Outperform Start Price: $30.59 ZTS Score: +16.74

The first publicly-traded "pure play" animal health sciences company should do well over the long-term.

Results 1 - 13 of 13

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