If we do go into a recession you imagine premium brands like magnums will disappear from a family shopping list. Chocolate and ice creams are the most complained about string flation products ever. And dividend hoax this week? I don't think there's been too many that I've seen. Some companies that we are not really interested in have cut their dividends.
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)