I want to get to a move that you have as well uh in the best performing sector of the quarter which is healthcare. So you got the news today on the FDA approving the first GLP-1 pill uh from Novo. You like animal health you have and you bought more Zoetas.Tell us why. >> Do you know it's been uh not since March of 2021 where this stock Zoetas has traded at a discounted multiple to Elanco. Now congrats to Lanco.I happen to own it but it's up 81%. It's a turnaround story. I'm inclined to take more profits the ...

Group 1: Healthcare Sector - The healthcare sector is highlighted as the best performing sector of the quarter, with a focus on the FDA's approval of the first GLP-1 pill from Novo [1] - Zoetis has been trading at a discount compared to Elanco since March 2021, with current trading at 19 times earnings, while Elanco trades at 23 times [2] - The total addressable market for the veterinary sector is projected to reach $100 billion by 2035, with Zoetis holding a 20% market share but facing execution challenges [4] Group 2: Company Performance - Zoetis has underperformed due to the CEO's inability to execute effectively, leading to a lower stock performance despite a favorable market [2][4] - The last three quarters have seen Zoetis meet expectations but lower future guidance, contributing to its stock struggles [3] - Piper Sandler suggests a mean reversion for Zoetis, indicating potential future rewards for supporting new product launches in 2026 and 2027 [5] Group 3: Metals and Mining - Metals, particularly gold and silver, have reached new record highs, with copper having its best year since 2009 [6] - Freeport-McMoRan is noted for its low trading multiple of 17 times earnings and a 7% free cash flow yield, making it a pure play on copper [7] - Execution issues at Freeport have affected its stock performance, while Aagasta is recognized as a better operator with significant production growth [8]

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Group 1: RenaissanceRe Holdings Ltd. (RNR) - RenaissanceRe Holdings is an insurance and reinsurance company with a Zacks Rank 1 [1] - The Zacks Consensus Estimate for its current year earnings has increased by 27.6% over the last 60 days [1] - The company has a PEG ratio of 1.61, which is lower than the industry average of 1.81, and possesses a Growth Score of B [1] Group 2: Phibro Animal Health Corporation (PAHC) - Phibro Animal Health is an animal health and mineral nutrition company with a Zacks Rank 1 [2] - The Zacks Consensus Estimate for its current year earnings has increased by 9.1% over the last 60 days [2] - The company has a PEG ratio of 1.14, significantly lower than the industry average of 2.89, and possesses a Growth Score of B [2] Group 3: Dycom Industries, Inc. (DY) - Dycom Industries is a specialty contracting services company with a Zacks Rank 1 [3] - The Zacks Consensus Estimate for its current year earnings has increased by 7% over the last 60 days [3] - The company has a PEG ratio of 1.77, compared to the industry average of 3.06, and possesses a Growth Score of B [3]

Group 1 - Elanco Animal Health Incorporated (NYSE:ELAN) has successfully turned around its operations, leading to a significant stock price increase of over 83% since January 21 [1] - The company specializes in products for the protection and treatment of pets and farm animals, including parasiticides, vaccines, therapeutics, and medicated feed additives [1] - Despite the positive turnaround, there are opinions suggesting that other stocks, such as Chewy, may present better investment opportunities within the same sector [1] Group 2 - There is a belief that certain AI stocks may offer greater upside potential and carry less downside risk compared to ELAN [2]

Core Insights - The FDA has granted conditional approval for Credelio Quattro-CA1, expanding treatment options for New World screwworm infestations in dogs and cats, alongside existing products Credelio and Credelio CAT [1][2][14] - The approval is based on a study showing 100% efficacy of lotilaner against New World screwworm larvae within 24 hours of treatment in naturally infested dogs [2][11] - Elanco aims to provide comprehensive parasite protection with Credelio Quattro, which now offers coverage for seven types of parasites, including the newly added New World screwworm [4][8] Product Details - Credelio Quattro provides protection against six types of parasites, including ticks, fleas, and heartworm disease, as well as three types of intestinal parasites [4][10] - The product is indicated for dogs and puppies aged 8 weeks and older, weighing 3.3 pounds or greater [10][11] - New product labeling reflecting the conditions of use for both Credelio Quattro and Credelio Quattro-CA1 will be available in 2026 [3] Market Context - There have been 14 reported cases of New World screwworm within 400 miles of the U.S.-Mexico border, highlighting the urgency for effective treatment options [1] - The New World screwworm can infest all warm-blooded animals, including pets and livestock, emphasizing the need for proactive measures in animal health [5][6] - Elanco's commitment to life cycle management of the Credelio Quattro brand has resulted in three positive label advancements in under 11 months since its launch [4]

Group 1: Micron Technology, Inc. (MU) - Micron Technology has a Zacks Rank of 1 and a PEG ratio of 0.33, significantly lower than the industry average of 1.26 [1] - The Zacks Consensus Estimate for Micron's current year earnings has increased by 22.4% over the last 60 days [1] - The company possesses a Growth Score of A, indicating strong growth characteristics [1] Group 2: Sanmina Corporation (SANM) - Sanmina Corporation also holds a Zacks Rank of 1 and has a PEG ratio of 0.61, compared to the industry average of 1.75 [2] - The Zacks Consensus Estimate for Sanmina's current year earnings has risen by 38.9% over the last 60 days [2] - The company has a Growth Score of A, reflecting its strong growth potential [2] Group 3: Phibro Animal Health Corporation (PAHC) - Phibro Animal Health Corporation carries a Zacks Rank of 1 and has a PEG ratio of 1.14, which is lower than the industry average of 1.65 [3] - The Zacks Consensus Estimate for Phibro's current year earnings has increased by 9.1% over the last 60 days [3] - The company possesses a Growth Score of B, indicating solid growth characteristics [3]

Core Insights - Central Garden & Pet (CENT) has expanded its animal health platform by acquiring the U.S. assets of Champion USA, enhancing its presence in the livestock segment and adding the JustiFLY product line to its Professional business unit [1][8] Company Overview - Champion USA has over 15 years of experience in providing EPA-approved, residue-free fly-control solutions, having served over 300,000 producers and treated more than 50 million head of cattle globally, indicating a strong market presence [2] - The acquisition is expected to enhance CENT's growth profile by leveraging Champion's established relationships and brand equity alongside CENT's distribution network and innovation capabilities [3][6] Market Dynamics - Livestock fly control is identified as one of the fastest-growing areas within animal health, driven by increasing demand for sustainable and cost-effective herd management solutions [3] - CENT's animal health business was already showing strong momentum in Q4 of fiscal 2025, with solid growth across its Professional portfolio and equine categories, providing a favorable backdrop for the integration of Champion USA [4] Operational Strategy - Operational continuity is prioritized, with Champion USA's employees transitioning into CENT's Professional segment to ensure consistent product quality and customer service [5] - The acquisition aligns with CENT's long-term strategy of expanding differentiated, high-quality animal health offerings, positioning the company for steady, profitable growth [6] Financial Performance - CENT shares have declined 6.3% over the past three months, while the industry has seen a minor decline of 0.3% [7] - CENT trades at a forward price-to-earnings ratio of 12.08X, which is lower than the industry's average of 15.94X, indicating a potentially attractive valuation [7]

Key Takeaways CNP announced $0.23 dividend payable Mar. 12, marking one of four recent payout hikes.Marriott Vacations declared $0.80 dividend with a 5.46% yield after raising payouts five times in five years.Zoetis raised its dividend to $0.53, extending a six-time increase streak over five years.Tech stocks have been taking a hit, leading volatility to return to Wall Street over the past few weeks. Over the past few years, tech stocks have led the market rally, but investors have recently been concerned a ...

Group 1: Micron Technology, Inc. (MU) - Micron Technology has a Zacks Rank of 1 and a PEG ratio of 0.38, significantly lower than the industry average of 1.28 [1] - The Zacks Consensus Estimate for Micron's current year earnings has increased by 11.7% over the last 60 days [1] - The company possesses a Growth Score of A, indicating strong growth characteristics [1] Group 2: Sanmina Corporation (SANM) - Sanmina Corporation also holds a Zacks Rank of 1 and has a PEG ratio of 0.66, compared to the industry average of 1.85 [2] - The Zacks Consensus Estimate for Sanmina's current year earnings has seen a substantial increase of 38.9% over the last 60 days [2] - The company has a Growth Score of A, reflecting its strong growth potential [2] Group 3: Phibro Animal Health Corporation (PAHC) - Phibro Animal Health Corporation carries a Zacks Rank of 1 and has a PEG ratio of 1.14, which is lower than the industry average of 3.39 [3] - The Zacks Consensus Estimate for Phibro's current year earnings has increased by 9.1% over the last 60 days [3] - The company possesses a Growth Score of B, indicating solid growth characteristics [3]