RMD 0.49% $38.40 resmed inc

I agree this is good value and have a recently jumped on board...

  1. 2,773 Posts.
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    I agree this is good value and have a recently jumped on board myself. Considerable tailwinds for this company IMO:

    - Ageing populations around the globe (sleep apnea is a function of age)
    - Obese populations (sleep apnea is a function of obesity)
    - Sleep apnea awareness: is really just starting to wake up (excuse the pun)
    - Large overseas revenues: well positioned to benefit from falls in the $A (yes this goes both ways but personally I think $A will head south in coming years).

    Reflected in good fundamentals, see picture. DYOR.
    Last edited by AnDy62: 19/08/14
 
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