Our Q&As are emailed in our Saturday Morning Report, find the answer to this question below.
Hi guys. Loving the subscription! Given the disappointing Ramsay report, are you looking to sell a bounce back to ~54 & fill the daily gap? Or is it going to be a continued hold in hopes of a turnaround? Cheers Aaron
Hi Aaron,
An excellent/topical question which we delved into on Thursday: What Matters Today: Is is time to reconsider the Healthcare Sector
We are reviewing both of our “underwater” healthcare plays in Ramsay (RHC) and ResMed (RMD) with increasing our exposure not on the agenda as we said on Thursday a switch in CSL is our current main consideration. At this stage, we are more concerned about ResMed (RMD) than Ramsay (RHC).
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