There are two main litigation issues here. One is PFAS and the other one is around the earplugs that is being used in the military. The US Environmental Protection Agency, they say that PFAS is linked to development delays in children and increased cancer risks. And some researchers have linked them also to specific cancers. So you can imagine this is a big issue. It's not just an issue in America. It's also an issue close to home in Belgium and the Netherlands there and the water in the river there. I mean, they're really, really, really in trouble.
3M had a big run-up at the end of the week due to some news regarding a first settlement of at least 10 billion. Is now the time to buy? We do a bit of a deeper dive into those litigations to really understand if the path is clear for 3M's recovery.
What's more in this episode: our thoughts about Target and their #GoWokeGoBroke failure. Does this provide an attractive buying opportunity?
Last but not least, many listeners questions ranging from our thoughts about stocks like $LOTB, $JNJ, $ABBV, $ROG to our opinion about whether beating the market should be a dividend growth investors goal.
Having said that, it's a jam-packed show, and as always, C U on the inside!