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Post# of 257579
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DewDiligence

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DewDiligence

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Re: DewDiligence post# 156246

Friday, 02/01/2013 1:58:50 PM

Friday, February 01, 2013 1:58:50 PM

Post# of 257579
ZTS—I ended up buying a starter position at $30.85 for the institutional portfolio I manage. Leverage on the SG&A and tax lines, as described in #msg-84068724, give me confidence that ZTS can increase (non-GAAP) EPS by 10%+ for several years to come, so the valuation seems reasonable, albeit not a screaming buy. I did not (yet) buy any shares for my personal account.

Did anyone else here buy shares?

“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”

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