I wouldn't be surprised if a dividend would be cut. I don't think they would cut 10%. They might cut it to 5% in half. But then the question still is, where do you see opportunities that give you the same dividend yield with then again, an opportunity to grow? So this for me is a really difficult one because the opportunity cost and dividend income are so high. The difficulty here is I don't see this company going bust as such. And who will continue to die?
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)