Merrick asked us a nice question. What significant change have you made to your investment approach, lady? And yeah, focus on quality is trying to focus on what I perceive as quality is probably more correct. But my most similar and then on top of that, cutting out all the ancillary options, dividend capture, all that kind of stuff. That's what brought me to the known.
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)