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Q&A for Sat Weekend report – RMD / CSL

Our Q&As are emailed in our Saturday Morning Report, find the answer to this question below.

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Q&A for Sat Weekend report – RMD / CSL

Hi Market Matters Team For those who held on to RMD - Would you continue to hold? - Do you see further upside to RMD? - Or do you recommend switching to CSL. At what price is CSL a buy? regards Debbie

Answer

Hi Debbie,

We still think our rationale for switching from RMD to CSL stacks up here, we just got the timing wrong. No change to our view on this switch, RMD at higher prices just makes it more attractive. We think CSL will outperform RMD from here.

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ResMed (RMD)
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