Why Zoetis (ZTS) Dropped 30% — And Shell Hiked Its Dividend Twice | Ep. 295

About this episode

The episode discusses the significant drop in Zoetis' stock and Shell's recent dividend hikes, along with various listener questions on different companies.

Join us at episode 300 for a live episode. Sign up here: https://docs.google.com/forms/d/e/1FAIpQLScSyGjwjj1cl1iAIIp87bJb5u3pq3Ez6yynchPzmxaz0sSLWw/viewform?usp=header Episode 295 is a packed one. Shell (SHEL) caps a strong Q1 with its second dividend hike of the year, bringing the annualised increase to 9.1% — Edgi explains the working capital mechanics behind the headline cash flow dip and why the net debt increase isn't what it looks like.Then there's Zoetis (ZTS), the world's largest animal health company, down nearly 30% after Q1. US companion animal revenue fell 11%, debt doubled from $5B to $9B, and a premium growth multiple is unwinding fast. Buying opportunity at 13x PE, or something deeper? We go through the numbers. Also covered: Brookfield Asset Management (BAM) and Ahold Delhaize (AD.AS), where incoming CEO news has Edgi reaching for a put option.Listener Q&A takes on Wolters Kluwer (WKL.AS), Intuit (INTU) vs ADP vs Paychex, H&R Block (HRB) as an AI winner, Equity LifeStyle Properties (ELS), currency debasement, and European telco consolidation.Facebook Community - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Dividend Talk Facebook Group⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Discord group…

People in this episode

Host: Edgi

Topics covered

• dividend hikes
• financial analysis
• animal health industry
• investment opportunities
• listener Q&A
• company performance

Keywords

• Zoetis
• Shell
• dividend
• investment
• financial analysis
• Q1 performance
• stock market
• listener questions

Mentioned in this episode

Organizations: Shell, Zoetis, Brookfield Asset Management, Ahold Delhaize, Wolters Kluwer, Intuit, ADP, Paychex, H&R Block, Equity LifeStyle Properties

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