Fizer Trade Call: Weight Loss Acquisition and Buyback Catalyst

19 days ago

"Now, the second one, which is a cheap stock that I haven't talked about in a while, is Fizer. Fizer is down 32% over the last 5 years. It's trading at eight times earnings, which sounds cheap, but they have pretty much missed out on the weight loss story. They made a $10 billion acquisition for a company called Metser that was valued at $3 billion two months ago, meaning they paid significantly more than its recent value. Despite headwinds like patent expirations and massive debt, the potential for multiple expansion and a future buyback program in 2026 or early 2027 makes Fizer look really interesting."

The speaker discusses Fizer (assumed ticker PFE) as a trade candidate despite concerns over an overpriced $10 billion acquisition and looming patent expirations. The narrative suggests that if the weight loss market tailwind materializes and a buyback program is reinstated in 2026/early 2027, the stock could see substantial upside, albeit with some risk.

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