The markets are a little bit crazy at the moment. We struggled to find some news of the week because it is over bearingly about banks. But there is concerns that this could lead to a potential recession. I think it's always good to look at your portfolio and see what kind of stocks would you not feel comfortable about in a recession? And the first one on my list is HPQ. That cash flow is going to take a massive hit. If we have a prolonged recession, we could see that dividend being hit as well. It just depends how long our recession is.

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