Here's a similar webcast.
Barron's webcast featuring warnings regarding Resmed who have a large amount of their revenue coming via Medicare & looking like they may be on receiving end of US govt spending decreases.
I'm not across the US Medicare program, but this analyst seems to think RESMED could be in for a further dropping SP. Still hasn't seemed to affect Oz SP at all.
from 2:57
Position: Just sold.
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- Barron's article re Resmed ripe for a fall
Barron's article re Resmed ripe for a fall, page-2
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