AI Snips
Chapters
Transcript
Episode notes
ResMed Thrives with Tariff Exemption
- ResMed’s exemption from tariffs strengthens its market position and protects its business.
- Health investors should watch its innovation and growth driven by sleep apnea device demand.
Buy IBM on Recent Weakness
- IBM's recent sell-off creates a buying opportunity despite earnings beats and growth.
- The strength in software and consulting backlogs suggests IBM will rebound over time.
Start Buying PepsiCo Now
- Consider starting a position in PepsiCo at about 16 times earnings with its 4% yield.
- Management is expected to take steps to improve the company’s performance.