We'd love to hear from all our listeners what companies they have that they feel could be under pressure. Drop us, drop us comments on all our platforms and let us know what companies are in your portfolio that may not be comfortable holding during a recession. Let's move on to some of the stocks we've been talking about this week: Apple, Louis Vuitton, Avi tree,. Siemens five and I have to go to six, which is ASML.
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)