I'm not selling him now because I don't believe in this moment in time that the dividend is unsafe. It's probably going to be the third quarter of this year when we'll see whether the market goes as they expect. And then, how does it deal with their gas generation over time? And I think that's what they have been doing well. But it is supposed to be a small position in my portfolio. So for me, the one leading into a recession that I feel,. let's say, a bit a little bit uncomfortable with or and such are healthcare investors.
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)