Summer Sale

50% off Premium Yearly

00days
00hrs
00mins
00secs

NYSE:ZTS

Zoetis Inc (ZTS)

78.70
-0.01 (0.01%)
as of Jun 18, 2026, 11:45:32 pm Market Open.
106 watching
0
TOP PICK
In 2001, people spent $6.2 billion on pets and $15.5 billion in 2018, so this is a good growth industry. Zoetis has a livestock business, growing 4--5%; though restaurant closures have slowed growth lately, as people age, they eat more protein. Also the pet business is growing strongly. The average pet owner spends $3,000 on their pet. Another tailwind is that animal drugs have few generics. (Analysts’ price target is $181.18)
PARTIAL SELL
Likes it in the long term. He's taken some profit. Short-term concern is that a lot of people bought pandemic companion animals, so 2020 was a really good year, and it's going to be hard to top 2020.
BUY
They make drugs for pets and livestock. Under the new CEO, ZTS is up 22% despite taking a beating during last year's lockdown. ZTS has since delivered a couple of strong quarters.
PAST TOP PICK
(A Top Pick Dec 19/19, Up 26%) Livestock and pets. Consistent grower at 5%. As people get wealthier, they tend to buy more protein, so livestock goes up. R&D benefits humans, has easier approval, and has pricing power. Pets are a high growth industry. Great products in pipeline. Will continue to do well.
BUY
A lot more people have either bought or adopted pets. The cost of keeping an animal has gotten more expensive. You should buy on a pull back. It is a great demographic story.
HOLD
He took profits to switch into biotech. Revenue streams will grow at high single digits. Chart looks good. One of his favourite names in the space.
PAST TOP PICK
(A Top Pick Sep 26/19, Up 26%) Pharmaceuticals for pets and livestock. Beat revenue by 11% on pets. Livestock side was down, but rose at 5%. Great company and demographic growth. If you see a pullback, buy.
HOLD
An animal health company. He has concerns over livestock exposure, especially with people wanting less chemicals and antibiotics in livestock. The pet market side of the business is more positive.
TOP PICK
An animal health care company that works with pets and livestock. There is over $15 billion in pet spending in the US today. There is not the same price pressure in pet health from insurance companies like in pharma. Getting a drug for a pet is easier and faster than for human use. On the livestock side, developing countries are consuming more protein. Yield 0.59% (Analysts’ price target is $136.14)
PAST TOP PICK
(A Top Pick May 21/19, Up 24%) Pets as well as livestock. There is not a lot of generics for pet drugs. A lot are the same as for pets as for humans.
PAST TOP PICK
(A Top Pick May 21/19, Up 18%) Pharma company for animals, livestock and pets. Great story. Great company and an opportunity to do well.
BUY
The pet medicine industry continues to grow. There are few competitors. He's recommended ZTS many times before. People spend $3K on their pets. ZTS has pricing power.
TOP PICK
They make drugs for pets. $6.2 billion was spent in 2001 on pets and now it's over $15 billion. Each owner spend $3,000 on their pet, mostly out of pocket. The process to get a pet drug to market is faster than a drug for humans. Lots of growth. (Analysts’ price target is $135.31)
BUY
The companion animal market has grown very strongly in the developed world. This company has less exposure to livestock. They provide testing services to vets. He likes the company. He likes the long term prospects of the company but banks will do better if interest rates keep going up.
COMMENT
They make pharmaceuticals for pets. The action today looks like it’s breaking down. The volume looks good but there’s been a lot of selling. He would be very cautious.
Showing 46 to 60 of 78 entries