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

Dividend Talk

English - March 26, 2023 12:41 - 1 hour - 62.3 MB
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Previous Episode: EPS 140 - how we decide what to buy when the market is under stress.
Next Episode: EP #142 | Q1 2023 Dividend Portfolio Review - The only way is UP!! | $JNJ litigation | eDGI's stock pick for the next week

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)