$ZTS Zoetis Tape Reports
Per Ticker.id: $ZTS Zoetis Tape Reports — 6 podcast mentions across 3 podcasts (30 days), latest 2026-08-22 00:05 UTC.
Now, we had a great show yesterday. Luke looked into the dollar slide and what it does to your foreign holdings. He explained why currency moves quietly drive a large share of international fund returns and whether hedged or unhedged exposure makes more sense. He also answered a question about Zoetis, ZTS, and if you have Happen to miss it, go check it out. You can get every Invest Talk podcast wherever you get your podcast. Now we have a lot of ground to cover over the next 45 minutes or so, and time permitting, we'll get to all of it. Our main focus point is Jackson Hole, the symposium coming up here in what, about a week, is about the dynamics of the Treasury market. Excuse me, not the treasury market. Well, it's linked to the treasury market and that is the crypto market. So they're talking about financial innovation. What they mean is stablecoins and that whole evolution of the $307 billion stablecoin market. So we'll break down what tokenized money is, instant payments. What does it actually change about the plumbing of the financial system and what investors should read into it or, or not. So we'll look at that. We have other topics as well. We're going to look at a study that went back over 100 years that tells you a lot about what stocks work, what companies work, what companies create value, what type of companies, what, what do you need to look for— large cap, small cap, are you looking at revenue growth, profitability, etc. And then tax-sheltered accounts. So everybody wants an IRA, a 401, et cetera. But what if you need money? What about liquidity? We're gonna look at what are the options? What are the type of accounts that you can actually tap into? We also have voicemail calls. One is on the Vanguard FTSE Developed Markets ETF, VEA, and then IMAX Corp, IMAX, and of course, questions that came in via the comments section on the InvestTalk YouTube channel. Now we're gonna head to a quick break, but you can call anytime and leave your question on the InvestTalk Voice Bank. You're listening via our live stream or possibly on AM 1220 in the Bay Area. You can call right now at 888-99-CHART. But up next, I will comment on today's market activity.
Justin Klein — InvestTalk · Financial innovation is now a Fed problem · 2026-08-22That is Nucor Corporation, ticker NUE. Thanks for the call. All right. From time to time, we get questions on our Invest Talk, or from HubSpot, that is. And HubSpot is our questions from our website investtalk.com. So here's one that came in actually just today, and it is on ticker ZTS. It says, so this Inc. is aggressively buying back shares at current prices. I would appreciate your insight. All right. Uh, this company has in fact been buying back shares in a pretty aggressive way recently. Uh, it is the world's largest animal health company. Typed in the wrong ticker there. Uh, yeah, world's largest animal health company. Uh, they have not been doing well in terms of their performance over the past 3 years from a pricing perspective. Uh, you are seeing Revenue falling year over year. You are seeing earnings per share remaining steady. Return on equity is growing. Margins are, are steady as well. It is a $31 billion market cap company with only about $9 billion in debt, so nothing too crazy there from a balance sheet perspective. But I mean, they reported earnings on August 6th and things weren't great. They missed on revenue. Um, they had organic revenue down 1% year over year. Their companion animal division, which is their largest division, uh, saw revenue down 11% year over year within the United States. Uh, they even revised their guidance downward. So I don't know, I mean, this thing's been trading sideways since the beginning of— let's see, it's been trading sideways since the beginning of May. But there's not a lot of like here, you know. You got a company that is, is— had poor performance, it's trading at the low end of its valuation, yes, but again, these are relative multiples. So if earnings reset, certainly it can head higher. Uh, that's how— that's what happens when you divide one number by another number. Uh, if the denominator goes down, the price is gonna follow. And so I'm not really in favor of, of buying a company that has just delivered its second consecutive guidance cut. Um, so for me, you know, uh, Zoetis, ticker ZTS, gonna have to pass. All right, why don't we fit in another voicemail question now?
Luke Guerrero — InvestTalk · The dollar's slide and what it does to your foreign holdings · 2026-08-21It trades exactly the same way in terms of the dollar, you know, the dollar relationship as the other ones. So I'm like, 'Well, if they're just going to give away oil,' and, and they're, you know— so I went out and bought Occidental Petroleum. I mean, you know, if it's good enough for Warren Buffett, then it's good enough for me. And if, especially when I'm trying to look for something in that space. So I mean, look, I've made a lot of terrible choices too. I bought Boston Scientific at a horrible price and I sold it at even worse price. I did the same thing with Zoetis. I mean, you're not gonna get them all, but you know, if you can get most of them right, you know, you hopefully you make more money than you lose in the end.
Michael Kramer — Investing Experts · Hedging exposure in this volatile market · 2026-08-20Would you say there are lessons that you learned with the, that those Boston Scientific and Zoetis.
Rena — Investing Experts · Hedging exposure in this volatile market · 2026-08-20What I do is I create like a watch list and I just watch stocks for sometimes a year or two, even understanding the story, understanding how the stock reacts, understanding what it's doing, understanding the drivers, and looking for that moment where there's a really good opportunity where everything just comes together. So like Boston Scientific, I had watched it for 2 years go nothing but up, and it looked like it had been consolidating for a year. It looked like technically it was getting ready for a big move. Unfortunately, it moved big, but it moved big in the direction that I didn't expect. So I got that part right, but the direction wrong. But fundamentally, it made sense, right? I mean, the fundamentals seemed okay. The story was intact. And then they come out and they report earnings that caught everyone off guard. No one expected one part of their business to disappoint. It did. And I like to try to give things two quarters in a row to prove the market wrong. So Boston Scientific came out. I think I bought it in the '90s and it came out, reported a really bad quarter. It went down a lot. I held on to it because I'm like, you know, this could just be a one-quarter thing. Like, I don't know, but the market moves so quickly, it doesn't really give someone the opportunity to try to, you know, give it time to work itself out. So, you know, the stock went down 20 or 30%, I held on to it. Next quarter comes, it's bad again, the stock goes down again. I'm done, I'm out. That's it. You know, 2 quarters in a row I lost 30, 40%. Now I'm just moving on. But, you know, in fairness, what if the quarter had been good, right? The stock could have been right back to where it was when I originally bought it. So that's why I always try to give things like 2 quarters in a row. And the same thing with Zoetis. It had reported, you know, 2 bad quarters in a row. I lost— was losing money in it. It was coming to the end of the year. I had capital gains. So Goodbye, Zoetis. You know, you didn't make me money. I'm losing money now.
Michael Kramer — Investing Experts · Hedging exposure in this volatile market · 2026-08-20