Zoetis

  • These Highly Defensive Animal Related Companies Look Attractive

    By Rupert Hargreaves - August 14, 2013 | Tickers: MWIV, PETS, ZTS

    It seems that one industry that has become highly defensive in recent times is the pet industry. It would appear that no matter how hard the economic situation has become, pets still get care and attention from their owners.

    In addition, pets require almost constant medical attention as this guidance from the Royal Society for the Protection of Animals in the UK shows:

    'When puppies and kittens are born they more »

  • Does a PayPal Spinoff Make Sense?

    By Timothy Green - August 12, 2013 | Tickers: EBAY, PFE, ZTS

    The ideal situation for a spinoff is when you have a small, fast growing division lodged within a large, slower-growing company. The new, fast-growing company commands a high P/E ratio while the large company is mostly unaffected by the loss of the division. This creates value for shareholders because the sum of the market values of the two companies is now greater than the original company.

    But sometimes, the more »

  • Food Safety Concerns in China Could Fuel Zoetis’ Growth

    By Leo Sun - August 7, 2013 | Tickers: LLY, MRK, SFD, ZTS

    Zoetis (NYSE: ZTS), Pfizer’s former animal health business, has been on a roller coaster ride since its public debut in February. Pfizer spun off Zoetis in an effort to slim down its operations and boost revenue after the loss of patent exclusivity for its top selling cholesterol drug, Lipitor.

    Since then, the bulls and the bears are at odds regarding the future of Zoetis, and shares are still flat more »

  • Wagging the Tailwinds With Pet Stocks

    By AnnaLisa Kraft - August 6, 2013 | Tickers: MWIV, PETS, WOOF, ZTS

    If you own an animal companion you know you would move heaven and earth to keep it healthy.  Pet ownership of dogs and cats has almost tripled from 67 million in 1970 to 164 million in 2013 according to the Humane Society of the United States. Consumer research company Packaged Facts found Americans spend $41 billion annually on pets. That figure has doubled in the last decade.

    Based on these more »

  • How to Profit From the Popularity of Pets

    By Brian Hill - July 29, 2013 | Tickers: PETS, PETM, ZTS

    What if you could find an industry that kept growing through the recession? And what if this industry had such loyal customers that when faced with tighter household budgets, they reduced expenditures so they could keep buying this industry's products? Wouldn't you consider adding its companies to your portfolio?

    So let's look at the top retailer of pet products and services, a supplier of pet medications, and more »

  • Meryl Witmer's 2 New Positions

    By Anh HOANG - July 22, 2013 | Tickers: BUD, STZ, ZTS

    Meryl Witmer, the newest board member of Berkshire Hathaway, has delivered an outstanding performance for Eagle Capital Management in the past 25 years. Since its inception in 1988, Eagle Capital has produced an annualized return of 14.6%, handily beating S&P 500’s return of only 9.4%.

    In the first quarter of 2013, Meryl Witmer initiated long positions in Constellation Brands (NYSE: STZ) and Zoetis (NYSE: ZTS). Let more »

  • Income Investors Would Like These Two Global Pharmaceutical Companies

    By Anh HOANG - June 28, 2013 | Tickers: MRK, PFE, ZTS

    Charlie Munger has once mentioned that one of the three keys to investing success was to invest in cannibals, the companies that kept eating itself. Lower total outstanding shares mean higher EPS, which would translate into a higher share price. Recently, Pfizer (NYSE: PFE) announced that its board authorized a new $10 billion share buyback plan, in addition to the remaining $3.9 billion repurchase authorization under the current program more »

  • Billionaire Steve Cohen Bets Big On This Spinoff

    By Meena Krishnamsetty - June 27, 2013 | Tickers: IDXX, MRK, SNY, WOOF, ZTS

    SAC Capital Advisors, the hedge fund managed by billionaire Steve Cohen and his team, has filed a 13G with the SEC to report that it owns 7.6 million shares of Zoetis (NYSE: ZTS), an animal pharmaceuticals company that was spun off from Pfizer in February (the stock is about flat from its levels in early February). According to the filing, this gives the fund control of 7.7% of more »

  • Should Investors Buy This Animal Health Company Now?

    By Anh HOANG - June 27, 2013 | Tickers: IDXX, WOOF, ZTS

    In the middle of June, billionaire Steven Cohen, who is managing more than $20.7 billion in total assets under management, significantly increased his holding in the veterinary pharmaceuticals maker Zoetis (NYSE: ZTS), from 727,000 shares to more than 7.6 million shares. Interestingly, Zoetis is in the portfolios of many other famous investors including Paul Tudor Jones, George Soros, and Jean-Marie Eveillard.

    Recently, Zoetis became a fully independent more »

  • 3 Stock Picks for Pet Lovers

    By Bob Ciura - June 14, 2013 | Tickers: PETS, PETM, ZTS

    Debate rages on as to whether the U.S. consumer is healthy once again. There’s good reason for this, since the U.S. economy is so heavily dependent on consumer spending. But while consumers often cut back on discretionary items when the economy goes south, there’s been little evidence that consumers have cut back on spending on their pets.

    In fact, just the opposite—the American Pet Products more »

  • Is Concentration Better Than Diversification in Pharma?

    By Nicholas Kitonyi - June 13, 2013 | Tickers: AZN, PFE, ZTS

    Pfizer (NYSE: PFE) recently completed the spin-off of its animal health unit, Zoetis (NYSE: ZTS). The company offered to acquire its stake in Zoetis for a 7% discount, in exchange of all or part of its shareholding. This is subject to an upper limit of 0.9898 shares of Zoetis common stock per share of Pfizer common stock. This spin-off is expected to reflect on Pfizer’s EPS beginning 2014 more »

  • Does Pfizer's Unwinding of Its Stake in Zoetis Offer Value for Either Company's Shareholders?

    By Mike Thiessen - June 5, 2013 | Tickers: MRK, PFE, ZTS

    Pfizer (NYSE: PFE) surprised the investment community with the recent announcement that it would attempt to offload the remainder of its stake in veterinary pharmaceutical firm Zoetis (NYSE: ZTS). At minimum, the transaction would be designed to reduce Pfizer's take in Zoetis to non-majority, non-controlling levels. However, the ultimate goal appears to be the complete liquidation of Pfizer's interest in its former subsidiary. Although many industry observers expected more »

  • In Pets We Trust

    By Grant Hosticka - May 31, 2013 | Tickers: PETS, PETM, ZTS

    Pets are a huge industry that doesn’t receive much attention from investors, and it could be one of the safest during hard economic times.  According to the American Pet Products Association in 2012, $53.33 billion dollars were spent on pets within the U.S. market, and 62% of U.S. households own a pet. I consider pet supplies a non-cynical item. People don’t stop feeding a pet more »

  • Do Major Drug Manufacturers Have Room to Grow?

    By Chris Hodge - May 21, 2013 | Tickers: AZN, LLY, ZTS

    Major drug manufacturers are literally a market sector unto themselves. With valuations that frequently soar into the $50 billion level and beyond, these companies have already grown to incredible proportions. But can they grow further still, or is the best they can do to keep going along a steady path?

    Never underestimate a dark horse

    AstraZeneca (NYSE: AZN) is a Swedish and British company, which automatically puts its epicenter into more »

  • Three Stocks to Profit from Zombie Apocalypse Thinking

    By AnnaLisa Kraft - April 29, 2013 | Tickers: ABBV, KRFT, ZTS

    The rationale behind the popularity of  doomsday zombie scenarios is that the future is so bleak even zombies come as a welcome alternative. That's the theory of author, Doug Rushkoff, whose "Present Shock" details the hurry up world that is traumatizing us.

    One example of his was the Facebook IPO. People expected to make immediate bucks and when they didn't they fled the stock. "When everything happens now more »

  • The Pharma Stock to Focus on in 2013

    By Victor Selva - April 24, 2013 | Tickers: MRK, MWIV, ZTS

    Zoetis (NYSE: ZTS) is an animal health company that used to be one of Pfizer’s business units. It only started trading as an independent company in February 2013, despite being the largest operating firm (in terms of revenue) in the animal health medicine and vaccine sector.

    For the long-term, the business seems pretty well positioned to grow, especially considering the increasing demand from emerging economies. On this occasion, we more »

  • The Pharma Stock to Focus in 2013

    By Victor Selva - April 12, 2013 | Tickers: MRK, PFE, ZTS

    Zoetis (NYSE: ZTS) is an animal health company that used to be one of Pfizer’s (NYSE: PFE) business units. It only started trading as an independent company in February of 2013, despite being the largest operating firm (in terms of revenues) in the animal health medicine and vaccine sector. In the long-term, the business seems pretty well positioned to grow, especially considering the increasing demand of emerging economies. In more »

  • Underpriced IPOs May Have Big Upside

    By Austin Higgins - April 11, 2013 | Tickers: NCLH, PFE, ZTS

    Total initial public offerings have declined during the first quarter from the same time last year. In the first quarter of 2012, there were 42 IPOs. In the same quarter this year, only 31 came out.

    Even with the stock market booming this year, investment banks and venture capitalists have been cautious with offerings. Because of this caution, some of these companies may have been underpriced. As the year goes more »

  • Underpriced IPOs May Have Big Upside

    By Austin Higgins - April 8, 2013 | Tickers: NCLH, PFE, ZTS

    Total initial public offerings have declined during the first quarter from the same time last year. In the first quarter of 2012, there were 42 IPOs. In the same quarter this year, only 31 came out.

    Even with the stock market booming this year, investment banks and venture capitalists have been cautious with offerings. Because of this caution, some of these companies may have been underpriced. As the year goes more »

  • $11 Million Worth of Insiders Sales in This Pet Stock

    By Anh HOANG - April 8, 2013 | Tickers: PETS, PETM, ZTS

    In March, PetSmart (NASDAQ: PETM) insiders, including the chief financial officer, senior vice president of marketing, and senior vice president of of real estate and development, sold more than 177,000 shares of the company at around $62.20, with a total transaction value of more than $11 million.

    From  2009 to 2012, PetSmart has experienced consistent growth in its stock price, rising from $19 per share to more than more »

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