Omega Healthcare's Dividend Income Shares

5min Snip

00:00

Play full episode

Summary

Transcript

Episode notes

Omega healthcare investors, why? It is 5% of my dividend income that depends on them. They are really targeting what I call the last mile people, like dying the last few days. 10% approximately of their operators at this moment could not meet the mortgage payments. But they have been actually doing miraculously well in a very difficult setting.

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)