I was always thinking about below 10, it's really a nice price. But I'm not buying more because they are already kind of around my target size. It is the decent business at a really attractive price. And I'm looking more in the second category right now. Although it's really difficult for me, but I'm really trying to fight my own inner self in this one. Because I really need to change it a little bit with my mindset towards this.
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)