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Interesting line item from $ZTS earnings call
Sold my ATVI stock and bought CMG, CROX, LYV, and NVIDIA
Day 1 of making every stock a meme stock: Let' s start alphabetically from $ZTS
What are your thoughts on my price targets for: ATVI, EA, IDXX, ROKU, TTWO, and ZTS
I am selling my position in BAC and I am thinking about buying V, SQ, CGC, ZTS. Which one should I buy?
What would you do with a stock you own trading at a high valuation, but you're a long-term investor and don't have a better idea?
ZTS, FB, AMZN, NVDA Technical Analysis
ZTS, FB, AMZN, NVDA Soft Technical Analysis
ZTS, FB, AMZN, NVDA Soft Technical Analysis
ZTS, FB, AMZN, NVDA Soft Technical Analysis
I need someone experienced to fully look into this ENZC. I know the rules but this is serious.
🦋 Butterfly Network Emerging from its Cocoon $BFLY DD 🦋
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ZTS is weathering this shitstorm nicely, probably because they are 50% international
ZTS will be the play for bird flu. We will see poultry farmers start to vaccinate their chickens against avian flu. why doesn't this already happen? some countries ban imports of poultry that have been vaccinated. i think you could see trump start to bully other countries to change this.
Ask yourself about his last presidency, he got elected with a booming economy (yes, from Obama), the economy collapsed due to a large part because of the pandemic, now he is inheriting a stock market at record highs and stabilizing economy and low unemployment (thanks Joe). We live in a cyclical world, I only see a recession coming probably in year 2 of this presidency for which he will blame Biden (but the debt burden he will be placing on the country due to tax breaks to the high net worth individuals and corporations (15% tax rate) will disproportionately hurt lower income earners - driving inflation then recession. Why two years, our system of government allows for 90-180 day comment period on new regulations (except tariffs) followed by reviews (~90 days), then implementation. Add in cost of things he can do by executive action - I see our deficient ballooning. Remember he is already responsible for 25% of our total deficient and has run numerous businesses into the ground. Now I am hunting for opportunities to make some cash in the interim, focusing on established companies with significant assets - HON, INTC, FLR, BRK, ZTS and others. I hope I am wrong for our future generations.
Ask yourself about his last presidency, he got elected with a booming economy (yes, from Obama), the economy collapsed due to a large part because of the pandemic, now he is inheriting a stock market at record highs and stabilizing economy and low unemployment (thanks Joe). We live in a cyclical world, I only see a recession coming probably in year 2 of this presidency for which he will blame Biden (but the debt burden he will be placing on the country due to tax breaks to the high net worth individuals and corporations (15% tax rate) will disproportionately hurt lower income earners - driving inflation then recession). Why two years, our system of government allows for 90-180 day comment period on new regulations (except tariffs) followed by reviews (~90 days), then implementation. Add in cost of things he can do by executive action - I see our deficient ballooning. Remember he is already responsible for 25% of our total deficient and has run numerous businesses into the ground. Now I am hunting for opportunities to make some cash in the interim, focusing on established companies with significant assets - HON, INTC, FLR, BRK, ZTS and others. I hope I am wrong for our future generations.
ZTS. Their CEO is really smart and personable. She is great at communicating their mission and seems to really embody being a leader.
Recap of my earnings season: CMG: Didn't do anything CROX: Sold it before earnings. Missed out on $15K RGTI: Sold it too RDDT: Used sales above to buy before earnings call. Lost $6K ZTS: Lost another $6K and Sold ROKU: Let's see what happens tomorrow, but could make up my losses and get me over $600K.
I checked my meager holdings in ZTS when I heard the news reports about H5N9, and sure enough, it got a nice pump. I got in at $162.37, and I plan on holding until $185 - $188, then bailing out until whatever scare passes. Being poor man, I only have five shares, but the $53 in profit is better than nothing.
Thanks, very good inputs and questions! 1) EW has re-rated because of a temporary slow down in growth but it is fundamentally a great and profitable company (last 20 + years with stable and high ROIC) and I count on long term secular growth to pick up again from 2026. The huge dip in EW share price was partly because of an overreaction (fear of obesity medicine willl cure heart desease, but I think the opposite will happen - more people will be able to actually get treatment when they loose weight). 2) ZTS / IDXX: I have held ZTS for a long time and it is a stable core position. IDXX is a recent addition. It has only traded at these multiples very few times since 2017. It has a solid marked position, so I figured it to be a good time to diversify instead of keep adding to ZTS. Both ZTS and IDXX are fundamentally well run businesses with stable/rising margins and I think they are both still here 20 years from now. 3) PAYC (along with BILL) was my play on "small-cap". Instead of trying to find a basket of US-small-cap, why not invest on those who will benefit from small-cap taking off? Both have played out almost perfectly in 2024 but even after huge gains, are still trading at reasonable price compared to expected growth. I have worked with HR-software and know exactly how hard it is to switch and I think the PAYC strategy of providing wall-to-wall for smaller companies, has benefits compared to the other vendors in the space (it is tempting for smaller business who have a hard time finding ressources to manage their integrations, but once they are on board, the lock-in is stronger). 4) Good call! I have my eyes on TMO as well - waiting for a price in the 16-18 EV/EBITDA range and may have a critical look at A to find the money. 5) Waiting to see what ABNB will do with their huge war chest ;-)
I don't think this is bad, but: 1) what is your thesis for an EW turnaround? 2) while I know they're not apples-to-apples, I'd say consider choosing ZTS or IDXX and concentrating in one or the other 3) it's bounced lately, but what's the medium/long-term thesis for PAYC? 4) would rather TMO or RGEN than A but it's not a bad company 5) would actually rather diversified BKNG than ABNB.
Put the most stable & undervalued as the biggest holdings. Health care is gonna be a solid sector for good growth too. You got UNH, NBIX, ZTS, ALNY, PODD Id also look at TSM, they make NVDA and GOOGL’s chips and 90% of the worlds’. And MELI
Should have gone with $ZTS MUch better pet medz
MTCH fair value is probably $40-45. Has Starboard as activist investor. ACMR bear case is China risk. US government restrictions. HIG, AFL, CB and AXP financials that are very solid. Buybacks ZTS is interesting, not undervalued. CHWY has good fundamentals but share based comp is a lot. Similar to PINS. The first two are strong category for pets. So many out there. Rarely see most tickers posted in any subreddit.
Bird flu is spreading. time to go balls deep in ZTS https://preview.redd.it/zygd0kdc7hfd1.png?width=371&format=png&auto=webp&s=71dcfaa1074f2f6a9ccadba7521de7e2cd9b2bdc
I see, so there is no particualr reason why chose to get exposure here through ZTS instead of IDXX ?
I have a chunk in ZTS… bought before their kitty arthritis drug launched in the US. It’s down so I’d sell it to offset dividend gains for the year.
Thinking about buying ZTS on the dip. Anyone have thoughts on ZTS?
I am guessing bird flu is better for $ZTS. I don't believe it been shown to go from human to human.
GME is cool and all, but don’t go full port, ZTS is a safe place ready to rip
ZTS guys! Look at the chart, check the earnings. Down over fake news and set up to spring back up, nobody selling been a slow trend up on low volume
ZTS - Dog Medicine FRPT - Dog Food DDOG - Data Dog All dog stocks go up! 125c 5/18 DDOG
I did not say I ONLY invest in companies that can competitively reinvest all their earnings. I said, I'd prefer to invest in a company can invest all of its earnings at a competitive rate, I do not invest exclusively in companies without dividends. I'm not that inflexible if you want to characterize me in that way lol. I invest heavily in MA, ZTS, CP which all pay dividends. I also invest in FTNT, FICO, and MNST which don't pay a dividend. I don't think there's much to argue about here. I think a 2 trillion market capitalized company will have slower growth, this is a mathematical fact, and their dividend is a sign to me that their ability to grow is slowing per their size. I think it's unlikely a shareholder will get 100x their investment in google and that's why I won't invest. I could very well be wrong and I'll have to live with that for the rest of my life lmao.
ZTS, PYPL and NVO are my longs holding until next week but mid May expiries
ZTS looking cheap might go long
Recently picked up SNOW, BMY, ZTS. Excited to see how they perform in next 5 years
AAPL, MDT, SBUX, ZTS, V Just started my tax account this year. Deciding to just do individual stocks there and leave the etfs to other retirement accounts. But these are my current holdings so far.
Bought some ZTS on friday. will buy more if it continues to drop next week.
There are a ton of good options at the moment IMHO. My favorites are in order: - ADBE - SBUX - TXN - ACLS - META - RTX _ ZTS - V - GOOGL
Wow ZTS getting hammered today
I also wanted to add, my completely regarded guess of when this stock starts to show some real upward movement will be between Jun-July. It seems like in ZTS’s past history over the last few years they started to move the most around now to July. I’m guessing there may also be a cyclical nature to the bird flu outbreaks because I can see some articles from April 2023 talking about ZTS working on a vaccine last year.
Bag holding is BBAI stock -37% LLY stock -1% RKLB -12% ZTS -1% PANW -3% COST -1.5% A whole bunch of other stocks that I sold at +/- 1% after holding a horizontal line. Worst hit so far was CCL calls before earnings. They only went down. I luckily got out at -80% and they basically went to 0 the day after. My only really big win was NKE puts. Which was also a move directed by this sub and I was up 120% on that trade.
The play is the largest maker of antibiotics for livestock. Zoetis - ZTS.
I’m already heavy on ZTS thanks to cow daddy
ZTS? it's flat, and red at the same time.
https://preview.redd.it/jjbz0uwhq9tc1.jpeg?width=1813&format=pjpg&auto=webp&s=cc5a1b761754f2c5a99ad90ed7cf347aed280fed ZTS weekly chart. At 200 ema, also at a strong support zone, and also at the trend lines. Stock is about to explode up in the coming weeks
ZTS - Zoetis makes animal antibiotics. Avian flu has spread to cows this year as well. Last year in April there was a bird flu outbreak and ZTS worked on antibiotics. April-July last year their stock rose after they announced they were working on it.
Zoetis ZTS does avian flu vaccines.
Somebody was promoting $ZTS last week, over the bird flu. Decided today get some exposure with a May17 $175c
ZTS green 
Cope. I posted about ZTS. Went up. Posted about NKE 0 DTE calls. Went up. Posted about CGC 0 DTE puts last minute yesterday. Went down.
Calls on WBD, TLRY, ZTS, BLUE, own stock in SHLD
My ZTS calls are getting tasty
**If you’re still holding 400% IV calls on DJT thinking about how you never make money, get into ZTS now**
The more people keep doubting ZTS the more I’m convinced it’s going to moon. 190 by next week baby
Wait anon, you did buy ZTS despite multiple warnings right? https://www.reddit.com/r/wallstreetbets/s/jfhfhWpM0F
ZTS, way undervalued for way too long. Fuck the antitrust bs for dog pain meds, the stock is coming back with a vengeance.
ZTS 180 4/19 if you missed out on the other stocks
ZTS slowly rising as per my DD  [https://www.reddit.com/r/wallstreetbets/s/Tykyuy6Lct](https://www.reddit.com/r/wallstreetbets/s/Tykyuy6Lct)
**ZTS if you care about animals**
ZTS is just had an anti trust investigation launch against them and McCormick is up 10% today I knew I shoulda did the opposite of what u said 🤦♂️
ZTS already reversing. EU just tried handing them down a lawsuit but it won’t work to hamper their progress. Bird flu is spreading and they’ll help hamper the spread
OP, if you work in the dairy industry you know that HPAI does not normally cause mortality in cattle. 7-10 day drop in milk production and the animal makes a full recovery. With regard to the 'triggers' comment regarding vaccines, farmers generally have a robust understanding of vaccination programs becuase they directy affect the health of the animal and the viability of a meat/milk/wool production operation. ZTS might be a great stock I have no idea but HPAI in cattle is not sending it to the moon.
[https://www.zacks.com/stock/research/ZTS/stock-style-scores](https://www.zacks.com/stock/research/ZTS/stock-style-scores)
I tried to post my first real DD...actually first post ever, but (understandably) you need some karma to do so, so I'll leave this here for anyone interested: Dairy cattle in Texas have been getting sick for several weeks, and the USDA released a statement today stating the cause is a strain of High Pathogenic Avian Influenza: [https://www.nmpf.org/joint-dairy-organization-statement-on-highly-pathogenic-avian-influenza-in-cows/](https://www.nmpf.org/joint-dairy-organization-statement-on-highly-pathogenic-avian-influenza-in-cows/) HPAI has had devastating effects in the poultry industry the past couple years. Remember when your $1 eggs went to $5? Zoetis has a vaccine for HPAI in chickens, but due to the short lifespan of a chicken and the cost involved with vaccinating 1,000,000 birds in some barns, it was more cost effective to cross your fingers, hope they didn't catch it, and if they did, you did a slightly more sophisticated version of what NVDA put holders did - close the garage doors and keep the engine running. Not quite so simple or cost effective with a herd of dairy cattle. Those infected already will likely be culled and find their way into your local Wendys patty, but to limit further infection, I expect there will be a rush to vaccinate uninfected cattle. And you don't think they're going to put the cost of vaccination and the cost of mass producing it on our poor dairy farmers and pharmaceutical companies, do you? Here comes the US government to the rescue paying 10x a shot to encourage drug companies to ramp up production and a bunch of farmers who have been triggered by the word "vaccine" for 4 years to actually use it. But the link says the disease is only in Texas and Kansas you may say. Wait a couple weeks. A lot of dairy heifers are raised in those states due to their favorable weather compared to WI, NY, and other large northern dairy states, so a lot of those heifers are catching it down there and getting shipped to their home herds daily. Idaho closed their borders to cattle last week, but they are the only state to do so thus far. Why Zoetis? I work in the dairy industry and have known about this for a couple weeks, so when I saw a tweet from the Nancy Pelosi Stock Tracker that Rep. Shelley Moore bought $50k of Zoetis stock on 3/15, I chose them as my horse in this race. Moore is a ranking member of the Environmental & Public Works Committee. Merck is also rumored to have a vaccine, but ZTS has 1/4 of their market cap where this could have more effect. TLDR: Cows sick, buy cow drug company. Position: If I was good at trading options, I wouldn't be posting here. I am long $ZTS, but go nuts with some calls if you want.
Thanks again Scot. Lots of good advice. Through your comment about risking $87.5K, I had an epiphany and realized that I was being confused by some posts that seemed to equate risk as the same thing as BP/margin requirement (or maybe it was just me assuming those were the same), which was confusing me. For the case of the ZTS trade, the margin requirement/BP is only $12K which is different from the potential risk/exposure which is $87.5K. But for a spread, the BP is the same as the risk exposure (in example trade above it's $5K BP and $5K max loss) - this is why I had a bias to spreads as I knew the max loss exposure. While you mention doing a trade for $50 or $60 profit, I still don't really follow how you think about what a good trade is. It's hard for me to know if you are choosing trades that are close to ATM or deep OTM, etc. For example, F is trading at $12.45. I see April 5 $12 Put (33 DTE) with premium of $0.22, Prob OTM 66%, delta .31, IV 27.6%. You could sell 2 contracts and make $44, BPE \~$400, risk $2400. But do you look at that saying, that's too close to ATM and you prefer further OTM? Do you look at the $44 premium on the BPE of \~$400 (is 11% over 30 days good enough) or the $2400 risk (is 1.8% for the risk return not enough) - or do you say 11% return on BPE is good and overall exposure of $2400 can't be 5% of my total portfolio? It would be helpful if you wrote out a specific example of a recent trade you did and why you picked it based on the Prob OTM, delta, contract size, premium, DTE, BPE, etc. That would help me in how to think about what a good conservative trade looks like. Again to your recommendation, I will look for smaller dollar stocks and do 1 or 2 contracts as I start out. Thanks again for sharing your wisdom.
If you have experience investing with stocks and know how to analyze them then you have a big advantage as this is core to the wheel strategy. 1) ZTS - never heard of this stock so had to look it up. If your analysis is it is one you are good holding, then that is all that matters. I will note that it is a low volume stock without weekly options chains, so this will limit the flexibility in being able to roll if needed. As a less liquid stock it may also be harder to roll or close for a good price. Options are best traded on liquid stocks. My other comment would be that 5 contracts at $175 would cost $87,500 to be assigned the shares. With good risk practice that tries to keep stocks at 5% max risk to the account, this would require an account of $1.75 million to keep this risk at a manageable level. I don't see where you post your account size, but this is a massive risk trade for someone new to options . . . 2) As you know I don't trade spreads and have posted why many times, but how and what is traded is up to each of us. Again, 10 contracts are a lot, so be prepared for a possible loss of $4K or so if that happens. 3) I don't follow ARM so have nothing to offer about the stock, but if you are good buying and holding share then this is what matters. Again, 10 contracts would be 1000 shares of a $100+ stock would be $100K required, so this is a lot of risk. I candidly marvel when new or newer traders make these large trades on high cost stocks without possibly understanding the amount of risk being taken. I'm going to presume you have an options account worth several million such that these are lower risk to your account, but if not be very careful as all these trades can have losses, and with the amounts at risk these could be substantial losses. Not a specific recommendation, but why not try 1 or 2 contracts on F or T that risks less than $2K? To me, this would be the more conservative and cautious way to trade, but it is your money and account. To your questions - 1) I largely ignore IV . . . If I have vetted the stock as one I am good to hold then the IV doesn't matter. Stocks with high IV are often also higher risk. If I have available capital to make a new trade, then I'll look to see which stocks I'd be good opening and then choose the one that has the best premium. This is likely to be the one with the higher IV, but I don't even look. Far too many traders use IV to make stock decisions which is why we see so many complain when they are bag holding shares, they don't want . . . Other than the research to find out if the stock is one, I am good holding, I focus on delta which give the Prob OTM. Note that liquidity and OI are obviously important which should be a given. Learning and understanding the Greeks is good to know but are not really necessary with the wheel IMO. 2) I've had this conversation several times recently. I take what the market is giving and do not "target" returns. In some years the market can give 12% and other years 30%+, but there is no way to know what kind of market we will have until very late in the year or when it is over. Setting targets can drive bad trading behavior in that if the target is not reached the trader may try to make more and/or higher risk trades to "catch up". This is called revenge trading and can see high risk trades creating losses, then more high risk trades and more losses, etc. I'll take what the market is giving for individual trades. If there are 3 otherwise comparable and with all things being equal stocks I could trade and one has a $50 per contract profit, another a $60 and the third having a $65 potential profit, then I will choose the $65. Sometimes the market may see this number higher or lower, but I just want to sell the put, close it for 50% and move on to the next trade, which frequently happens, and the profits can add up very quickly. 3) See my comments above, and that you are taking a lot of risk for a new trader. 4) Spreads have a number of issues and problems, one of them is that they profit slower due to both legs having to decay before showing a profit. Short puts will profit faster. As you will see I am a conservative trader who wants to make some side cash, so I'm not interested in optimizing or trying to eke out every last dollar from trades. What this means is that I open a trade and set a gtc limit order to close for 50%, and also an alert if the stock hits the strike to look at rolling, but then I go about my day. If the trade closes for 50% in a short time, then this frees up the capital to go find another trade to open and repeat. I just like the hands off and simple approach vs. having to constantly watch and make decisions on trades. I never let puts expire as it can take a week or longer to collect the last few dollars. 5) You should work to develop your own style of trading as this is important. IMO starting out low and slow is critical to see how trades that get challenged and have to be rolled or adjusted works, and what it looks like when a loss has to be taken. The market has been amazingly smooth for a while, but it will not stay this way forever and being prepared to handle assignments and manage them is the hard part of trading. There is a saying - "New traders focus on profits to make as much as they can as fast as possible which can often result in problem trades and losses. Seasoned experienced and successful traders focus on lowering and managing risk that may help avoid problem trades and losses but keep losses to a manageable level if they happen." Hope this helps and best of luck on your trades.
Thanks again Scot. I like your plain speak - very straightforward and easy to understand. As an "old to investing but new to options trader", I'm looking to focus on a couple main options strategies to build my experience (I don't need to get exotic at this point; just stick to a couple bread and butter methods while I build my knowledge). I feel that the wheel and your "plan for profits" bias works with me for stocks that I wouldn't mind owning. However, for more opportunistic trades with stocks that are more "risky" and I am less inclined to own, I think the credit spread also fits my style (defined maximum exposure). So I'm using/learning both of these strategies for now. Here are a couple trades I made - would like your thoughts and I also have some questions. 1. Wheel. ZTS (Zoetis pet drug maker spun out of Merck current price $190). I wouldn't mind owning, so I made a naked put today after seeing the stock drop $7 today (unclear why it dropped). Sold to open 5 contracts of ZTS $175 Puts exp 4/19 @$1.40. I'm level 3 at my broker, so like you said the margin requirement/BP was $12K (\~13% of the $175 x 500 = $87,500 exposure). Delta was -0.15, Prob ITM 17.4%, IV 25.9%. I'm getting $700 on BP of $12K = 6% max return over 49 days or \~2 months. 2. Call credit spread. CVNA (Carvana I'm bearish on this, highly volatile so I did a spread, current price $83). Sold $100 C 4/19 and bought $105 C 4/19 for a $0.95 net credit. On 10 contracts, premium collected $950 with margin req/BP $5K (the difference between strikes) = 19% max return over \~2 months. Deltas .26/.21, IV 89.99%/90.67%, today's Prob ITM 41%/35%. 3. Considering Wheel or Put Credit Spread for ARM (bullish that I think AI and semis will keep going up over near term, but highly volatile so risky. Current price $141). $105 Put 4/19 is $3.75, Delta -0.14, Prob ITM 22.33%, IV 88.62%. $100 Put 4/19 is $2.77, Delta -0.11, Prob ITM 18.19%, IV 88.86%. If I did the wheel and just sold the $105 Put, 10 contracts would net me $3.75K with BP $10.5K = 37% return. Spread would be $980 with BP of $5K = 19%. I would probably lean toward the naked put here because premium is so good, but high volatility stock is a big risk - if so, selling 5 contracts would be more of the equivalent comparison as that would be $5K BP. So my questions. 1. In your Wheel write-up, your trade guide is opening 30-45 DTE and 30% Prob OTM (.30 delta). Do you target a certain IV range - I think you said you like more stable stocks but then premiums are lower? Do you key in on any other option metric/greek or is it really just Prob OTM and Delta? 2. What kind of return do you target? ZTS 6% over 2 months (3%/month) seems low. Or is that pretty good and I should instead think that that 3%/mo translates into 36%/yr? 3. With the above in mind, what do you think of the trades I listed? 4. I did the CVNA spread a couple days ago. It dropped $6 yesterday, but popped back up +$7 today, so back to starting position. I could have closed out the trade yesterday and made $2-300. Now that I think about it, I should have just taken that quick 1 day win instead of theoretically tying up my capital for another 47 days to make only $600 more. With 30-45 DTE trade guideline you have, when do you try to close out a trade or how do you think about letting go to expiration? Or are you targeting to make x% of the trade premium (eg, for my CVNA trade $950 spread. Should I have a target of 50% of that as profit as an example and then look to sell?)? 5. Any other comments/critiques or future action advice about the trades above would be welcome. Thanks again for sharing your wisdom.
$ZTS just dropped after earnings BTFD
CMI, HSY, MA, ODFL, SHW, TSCO, and ZTS I own more stocks but that list seems to be consistent and well run year over year.
No I put 5k on ZTS. The rest is on other shit that also TANKED today.
ZTS misses on EPS, slight beat on revenue, forward guidance weak, stock down 6.4%
> .waiting for results SHOP.. CISCO.. TSEM.. LSCC.. NVDA.. DKNG.. ZTS.. DBX.. TWLO.. MGM.. ROKU.. Z ..PUTS i think their earnings are like 30 mins after open???? according to goog thats what is says, hold through earnings  maybe maybe
EARNINGS CALLS WM..✓ done ABNB..up .waiting for results SHOP.. CISCO.. TSRM.. LSCC.. NVDA.. DKNG.. ZTS.. DBX.. TWLO.. MGM.. ROKU.. Z ..PUTS
ZTS and DDOG calls loaded
ZTS or DDOG for calls? I’m split
SHOP, DDOG, ZTS are all reporting earnings on the same day holy shit. GREEN GREEN GREEN
WM, LSCC, ANET, SHOP, KO, DDOG, ZTS calls for earnings Monday.
WM, LSCC, ANET, SHOP, KO, DDOG, ZTS calls on Monday.
Lost 1k by Wednesday but got back to +3k today! Great way to end the week. LSCC ZTS DKNG DDOG Those are my plays for calls next week. Thoughts?
avian flu is a real issue. catalyst: mandatory vaccines for chickens. ZTS makes the vaccine.
Absolutely agree,have some ZTS for sure. They are not setting the world on fire, but I'd much rather a slow, successful burn than a flash in the pan.
Pet-wise, I’m a big fan of Zoetis long term. That being said, ZTS services much more than pets. They’re well run, built for the future, have cash cows and will likely have a “home run” or two over the next decade.
Nah, I don't like chwy, I don't really understand their path to profitability. It's a future outlook think, but drug companies like ZTS, that deal with pets is kinda the target. Profitable, not high risk, probably not high reward empirically, but will do decently. It's a market I see as growing but it something I'm working towards, not all in. Like, Seagate has almost tripled for me since I started buying back when "4k" was the newest tech and none of my hard drives could hold more than 3 games, and that's not including dividends. You could argue, fairly, that my Microsoft has done multiple of that, and nvda is like 8x in the last 14 days, and that's fair.. but I don't try to pick the top performing stock in the top performing sector for the next decade, I'm entirely too regarded for that. I like to try to look at overall trends and pick up some companies that perform well in fields that will profit from the trend. Sometimes I Microsoft, sometimes I buy Fisker. The chase is half the fun. You don't know what you don't know though, you can rarely predict the unicorns.. they just kinda happen. Best to pick some solid performers in areas you think will perform well and if you get a unicorn then you post online about how you are such a fucking genius and you knew all along it was a sure thing for sure guarenteed, so suck it Steve. Prick! Cuz that's how we operate around here.
These are not recommendations by me. But $IDXX and $ZTS are fairly popular pet medicine/research stocks. Do your own DD.
Wife is a vet and told me to buy $ZTS because Librela is a miracle drug. Earnings call proves she was right. Big Ovary Energy from that one.
Puts on ZTS. The proof has been in the pudding for Pet Company Stocks. CHWY, SJM, WOOF, etc. all plummeted after earnings as nobody is spending on their furbabies anymore. ZTS are pet pharmaceuticals, and if consumers are skimping on food and treats they certainly are skimping on drugs for their pets.
Nonsense. It's ugly Machismo at work here. HSY, ANET, ZTS, GLTS, PGR, DUK, NDAQ, et. al. would also like to have a word with your regarded trading strategy. The hypothezised "Glass Cliff" you are referring to has only been observed in countries where masculinity is a highly valuable cultural trait. Noticably though, it is not the gender of the appointed CEO but the path-dependance that brought the company in this situation in the first place. To round it off, [a study by S&P Global](https://www.spglobal.com/en/research-insights/featured/special-editorial/when-women-lead-firms-win): > "Firms with female CEOs and CFOs have produced superior stock price performance, compared to the market average. In the 24 months post-appointment, female CEOs saw a 20% increase in stock price momentum and female CFOs saw a 6% increase in profitability and 8% larger stock returns. These results are economically and statistically significant." Susan Wojcicki also sends her regards from retirement.
ZTS - animal pharmaceutical company. Honestly it’s probably a good buy regardless if your concerns materialize.
PFE - acquirer of technology, rarely innovative - some good some bad integrations LLY - Very innovative, well-defined strategy (I have been invested since $60/share) NVO - same space as LLY. My biggest concern with LLY and NVO are the issues with stomach paralysis and other issues that may arise due to expanded usage in the weight lose category. I remember [fen-phen issues and heart effects.](https://www.nytimes.com/1997/09/23/science/how-fen-phen-a-diet-miracle-rose-and-fell.html) I would also look at MRK and ZTS - both highly innovative.
I've been owning ZTS & IDXX for multiple years. Both are top holdings in my portfolio.
$ZTS Major producer of all the meds that keep our fur babies happy and healthy.
Lead how do to research stocks and do not really on message boards. If you do not feel comfortable doing due diligence, I would just invest in an ETF, like VOO. i am currently watching ZTS, JNJ, KVUE, LULU. ULTA and ARKK. All are above my price target so I am holding and looking for new opportunities.
I park the money and review my watchlist to see if any have hit my target points for investing. As mention, I rarely go over 10 individual stocks in my active portfolio. Currently watching ZTS, JNJ, KVUE and ARKK. All are above my price target so I am holding and looking for new opportunities.
Rather than just picking the same big tech stocks as everyone else, my choices would be: CARR - climate and energy policies, growing demand for heat pumps, larger installed base of houses for servicing and repairs, etc. CP - Mexico and Canada surpassed China as the US' largest trading partners in 2022 and I expect trade with Mexico will continue to grow with near-shoring efforts. DHR (or TMO) - picks and shovels play on pharma, biotech, etc. ZTS (or IDXX) - younger generations have more pets and spend more per pet V - digital payments continue growing and Visa provides the payment rails that everyone else uses to process transactions