Every day normal investor, are you buying 3M under 100? Look, I think we've already explained our position on trading. Just look beyond the yield and the growth just to make sure you're comfortable in these markets. We could be getting these at better years, which is incredible because they're already quite good. Mike: "These names are too hard for me. Just pick easy ones like Sean"
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)