CSL, SHL, RMD & RHC remain our preferred healthcare names.
Resmed is looking a little expensive and we’d like to repurchase on the next retracement.
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Sonic Healthcare: we expect 5 – 8% EPS growth and consider this a good buy/write addition to portfolios.
Ramsey Healthcare – Accumulate with $74 price target
CSL: 15 – 20% EPS growth remains attractive and adding a covered call option enhances the yield.
CSL
