Oliver Rossi/DigitalVision via Getty Images Idexx Laboratories, Inc. ( IDXX ) and Zoetis Inc. ( ZTS ) are two leading publicly traded companies in animal health, spanning household pets and livestock. They operate in similar areas, which makes them worthy of comparison as investments. Zoetis is based in Parsippany, NJ, and IPO’d as a Pfizer ( PFE ) spinoff in 2013. IDEXX Laboratories (hereafter Id...
Oliver Rossi/DigitalVision via Getty Images Idexx Laboratories, Inc. ( IDXX ) and Zoetis Inc. ( ZTS ) are two leading publicly traded companies in animal health, spanning household pets and livestock. They operate in similar areas, which makes them worthy of comparison as investments. Zoetis is based in Parsippany, NJ, and IPO’d as a Pfizer ( PFE ) spinoff in 2013. IDEXX Laboratories (hereafter Idexx) is based in Westbrook, ME, and was founded in 1983; it IPO’d in 1991. This is my first coverage of Idexx, but I have covered Zoetis on three previous occasions . In my first ZTS coverage , a kind of deep dive on the company, I noted revenue growth had slowed in the post-Covid environment, but I felt this would be offset by Zoetis benefitting from the long-term secular tailwinds of rising pet ownership and their pivotal position in this industry. They enjoyed strong margins and rising revenue. Despite shares falling, I upgraded Zoetis to a Strong Buy in July 2025 citing their growing market share, improving revenue and margins, and multi-year low valuation. Shares were priced around $150 at the time. I reiterated my strong buy rating in my last coverage in November 2025 , with shares basically flat versus a 5% gain for the S&P500. Seeking Alpha As a ZTS shareholder and analyst, this has been a poor investment and analyst call. I welcome the opportunity to take another stab at this company and, as a means of trying to understand where I went wrong, I offer a comparison to Idexx, which has enjoyed a much stronger performance. By comparing their offerings, business models, and finances, I hope to develop a better understanding of them as companies and investments, in terms of risk/reward. Seeking Alpha In this comparative analysis, I’ll assess secular growth trends, alongside their respective product lines. I’ll also pay very close attention to financial and valuation metrics, in the light of their divergent share price performances. Broader Industry Considerations The ani...
The idea of a $1.5 trillion U.S. defense budget sounds abstract until you translate it into procurement lines, contract awards, and long-cycle government spending that quietly reshapes entire industries. That’s where things get interesting for investors. Because when the Pentagon expands its wallet, it doesn’t just buy more of the same — it reallocates toward ... These Are the 3 Biggest Winners Fr...
The idea of a $1.5 trillion U.S. defense budget sounds abstract until you translate it into procurement lines, contract awards, and long-cycle government spending that quietly reshapes entire industries. That’s where things get interesting for investors. Because when the Pentagon expands its wallet, it doesn’t just buy more of the same — it reallocates toward ... These Are the 3 Biggest Winners From the Proposed $1.5 Trillion Defense Budget
Samuel Corner, 23, says he struck Sgt Kate Evans to protect co-defendant amid 2024 Elbit Systems raid near Oxford A Palestine Action activist who struck a police officer with a sledgehammer during a protest at an Israeli-linked arms factory acted to protect a co-defendant he believed was being seriously hurt, a court has heard. Samuel Corner, 23, is accused of causing grievous bodily harm with int...
Samuel Corner, 23, says he struck Sgt Kate Evans to protect co-defendant amid 2024 Elbit Systems raid near Oxford A Palestine Action activist who struck a police officer with a sledgehammer during a protest at an Israeli-linked arms factory acted to protect a co-defendant he believed was being seriously hurt, a court has heard. Samuel Corner, 23, is accused of causing grievous bodily harm with intent to Sgt Kate Evans during a raid on the Elbit Systems facility, in Filton, near Bristol, on 6 August 2024. Continue reading...
The use of leverage in investments and trading is a double-edged sword. While leverage can magnify gains when the market is heading in the direction of choice, it can also magnify losses when the market goes against that direction. This especially applies to securities with a high degree of volatility, since their gains and losses ... This Microsoft ETF Pays Weekly Income and Has Lost 34% Since La...
The use of leverage in investments and trading is a double-edged sword. While leverage can magnify gains when the market is heading in the direction of choice, it can also magnify losses when the market goes against that direction. This especially applies to securities with a high degree of volatility, since their gains and losses ... This Microsoft ETF Pays Weekly Income and Has Lost 34% Since Launch
Intuitive Machines (NASDAQ: LUNR) stock jumped 6.2% through 10:55 a.m. ET this morning -- but don't get too excited. There's no actual space news behind today's "giant leap." Or no space news relating directly to Intuitive Machines stock at least. Image source: Getty Images. Continue reading
Intuitive Machines (NASDAQ: LUNR) stock jumped 6.2% through 10:55 a.m. ET this morning -- but don't get too excited. There's no actual space news behind today's "giant leap." Or no space news relating directly to Intuitive Machines stock at least. Image source: Getty Images. Continue reading
Srinuan Hirunwat/iStock via Getty Images India, the largest global buyer of urea, has agreed to purchase the fertilizer at significantly higher prices than in its last tender, reflecting supply disruptions tied to conflict in the Middle East and a sharp rise in global benchmark prices. Indian Potash Ltd., which handles imports on behalf of the government, is set to buy 1.5 million metric tons for ...
Srinuan Hirunwat/iStock via Getty Images India, the largest global buyer of urea, has agreed to purchase the fertilizer at significantly higher prices than in its last tender, reflecting supply disruptions tied to conflict in the Middle East and a sharp rise in global benchmark prices. Indian Potash Ltd., which handles imports on behalf of the government, is set to buy 1.5 million metric tons for delivery to India’s west coast at $935 per ton, along with another 1 million tons for the east coast at $959 per ton, Bloomberg News reported, citing people familiar with the matter. Those prices are nearly double the levels India secured before the regional conflict escalated, the people said, requesting anonymity because the talks are commercially sensitive. Prior to the outbreak of hostilities, Middle East-origin urea, a key source for India, was trading near $490 per ton, according to Green Markets data. More than 24 companies submitted bids in the recent tender, with offers ranging from $935 to $1,136 per ton. The purchase would mark India’s first major fertilizer procurement since U.S.-Israel strikes on Iran and arrives at a critical moment before planting season for monsoon crops including rice, corn and soybeans. Although the 2.5 million-ton tender has not yet been officially finalized, market participants expect confirmation by Thursday. India’s domestic urea production depends heavily on natural gas, much of it sourced from the Middle East and used to produce ammonia, a core ingredient in fertilizer manufacturing. Supply strains intensified after effective disruptions in the Strait of Hormuz prompted some producers in the region to temporarily shut plants last month. Indian officials are now negotiating directly with major suppliers and exporters to secure additional shipments of both nitrogen-based and phosphate fertilizers. Urea prices worldwide have climbed sharply since the conflict began. Bloomberg Intelligence estimates that roughly 45% of global supply move...
At Holdings Channel, we have reviewed the latest batch of the 51 most recent 13F filings for the 03/31/2026 reporting period, and noticed that Mastercard Inc (Symbol: MA) was held by 32 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good id
At Holdings Channel, we have reviewed the latest batch of the 51 most recent 13F filings for the 03/31/2026 reporting period, and noticed that Mastercard Inc (Symbol: MA) was held by 32 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good id