EPISODE · Mar 26, 2023 · 1H 8M
EPS 141 - Stocks we don’t feel comfortable about going into a potential recession
from Dividend Talk · host Dividend Talk
In this week's episode, we discuss 5 companies in our portfolios that we don't feel comfortable owning going into a recession. News of the week includes Novo Nordisk Market cap which now exceeds Nestle. And Unilevers Shrinkflation on Ice cream. Companies mentioned From EMF are HPQ, Danone, BASF, The companies mentioned by EDGI are Omega HealthCare and 3M. Reference Material - chowder rule Archives - European Dividend Growth Investor (europeandgi.com)
What this episode covers
In this week's episode, we discuss 5 companies in our portfolios that we don't feel comfortable owning going into a recession. News of the week includes Novo Nordisk Market cap which now exceeds Nestle. And Unilevers Shrinkflation on Ice cream. Companies mentioned From EMF are HPQ, Danone, BASF, The companies mentioned by EDGI are Omega HealthCare and 3M. Reference Material - chowder rule Archives - European Dividend Growth Investor (europeandgi.com)
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EPS 141 - Stocks we don’t feel comfortable about going into a potential recession
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