EPS 141 - Stocks we don’t feel comfortable about going into a potential recession

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)

Om Podcasten

Join hosts Derek from Ireland & Edgi from the Netherlands on the Dividend Talk podcast, your number one source for all things Dividend Growth with a European perspective. With a shared passion for Dividend Growth investing, they provide personal insights, strategies, & experiences, while featuring guests from around the world to inspire and educate investors. Join their discussions designed to empower you with knowledge, keep you informed on market news, and equip you with valuable tools to maximize your investments. Tune in to learn and grow with us.