
EPS 141 - Stocks we don’t feel comfortable about going into a potential recession
Dividend Talk
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The Risks of Litigation
3M are a bit of a mind missing, kind of mess with your mind a little bit because on the face, which you just look at the numbers in isolation, they make perfect sense. But then it's that litigation, even management came out and said, look, they've got the weighted numbers for 2023, however, this excludes any litigation cast because they cannot put an estimate on it. That's a little bit scary. They have zero idea how much this is going to cost them,. And as you said, they're coming to kind of like the end of the cycle. So I think there's plenty of opportunity to get into 3M once we get a little bit more
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