High interest rate inflationary perceived headwind to REITs have been priced in and off. But yet, I think there's still too much liquidity in the markets that didn't. So healthcare, insurance and industrials are typically good sectors. We need to see more storm here. Let me know on Facebook what you think many of you agree with this thinking.
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)