I like the portfolio. It has a noise-based one. There is 3.6% of stocks there that we can't see. As the foundation takes us instruments, I think is a good foundation stock. XM Mobile as well. Whether that's the best company on our own is hard to know. They generate a lot of free cash flow. They pay a lot of dividends. At the end, we thought it was in danger, but they just put it out of the bag. We're not really going to see the benefit until we come out the other side of this again.
In today's show we are discussing some high-quality dividend growth stocks we would like to focus on during a recession. These kind of topics are in our minds right now as it feels like we'll be longer for lower. On the other hand, some of those high quality dividend growth stocks have yet to come significantly down to lower multiples. Hence, it might not be easy and our chances might be limited. That's why doing your homework upfront is so important!
Having said that, we hope you enjoy your episode and see you on the inside!
Links referenced in the show: