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NYSE:RMD
This summary was created by AI, based on 2 opinions in the last 12 months.
ResMed Inc. (RMD-N) has received mixed reviews from experts in recent analyses. One notable evaluation describes it as a top pick, with a significant uptick of 10.1% since March 2025, although they recommend exiting the position due to a triggered stop at $244. Conversely, another expert highlights its robust presence in the CPAP machine market, underscoring its dominant position which discourages customers from switching to alternative products. They also suggest that weight loss drugs could be integrated into a comprehensive healthcare package, adding to ResMed's competitive edge. Overall, the need for CPAP machines remains strong, driven by consistent demand, which may bode well for ResMed's future performance.
(A Top Pick Feb 11/16. Up 24%. Up 24%.) Sleep apnea is such an unaware market. 26% of the population have it, and the penetration is less than 15%. Last year, there was a lot of built-up demand for the masks that they create, because the new line was being rolled out. They’ve rolled out the new masks, and there has been more demand than had been expected. The dividend is just under 2%. He is continuing to buy this.
(A Top Pick May 13/16. Up 30.65%.) The leader in sleep apnea, and primarily manufactures the masks. Recently sold his holdings.