- The quarterly result is not suprising.
- The 2020 forecast is not suprising.
- God knows the actual contribution of the new product for dog heart disease. CEO did not give a clear picture of the new product.
- Since the valuation is quite high, I reduced quite a lot of ZTS from my profolio - reduced nearly 66% of my original position.
- AMZN, MSFT, AYX, DDOG are more attractive than ZTS at their current prices.
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