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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Investment Strategies / Falling Knives
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Author: YoungandOld   😊 😞
Number: of 1166 
Subject: Re: UI, ZTS, PRIM, SHAK, and FSLY
Date: 08/14/26 8:08 AM
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No. of Recommendations: 4
Zoetis (ZTS) down 50% in the last year, down 30.4% in the last month.

Animal healthcare (2/3 companion an 1/3 livestock) spun out of Pfizer in 2013. Market cap currently $34B and P/E 13.

As high as $250 December 2021, they were at $112 May 6, near term bottom of $74 on May 15, and last closed at $81 last week.

They dropped their 2026 guidance from $9.68B-$9.96B to $9.825B-$10.025B, missed EPS guidance at $1.53 vs $1.62 consensus, and lost share to generics.


AJM101,

Did you end up doing any active looking into Zoetis? I am starting a round of searching for a new business to add to he portfolio. This seemed interesting and I think I will start investing a little time looking into it. But concerned the business trends all seem negative in their results. Has anyone else done any looking?
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This community has written 1,155 posts about Falling Knives. The article-length ones it recommended most:
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