There's plenty of opportunity on these out there. Just watch out for some of them. They might be yield traps. A lot of low for insurers at the moment. But this is nice. We've seen over the three years now here, there's often a certain sector getting beaten up. And that's what I love about investing. Sometimes these sectors, they just give opportunities. Every year, there's an opportunity somewhere, even if the broader market feels too expensive or something like that. Nice. It's good words of wisdom to end the show on. Once again, to all our listeners, all your questions, much appreciated. Check it out on Twitter and Facebook. See you next
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)