Chádaro Marco: I like both of them companies. The yields are attractive. They are tempting, but like what European D.J. said, I feel like we're going to see a lot more pressure on that re-sector and we might be able to pick up some bargains along the way. You can start to see rents maybe being under pressure. But just do some research. There have been different markets, different sectors. Some might do better in this environment than others. It's really simple as well. So that's why I like it. Upfeed for me was always a nice one that scored here really well, but I believe that dividend growth will not be
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)