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)
Want to go deeper on dividend stocks?
100+ stock deep dives, dividend safety scores, and a stock card library built for European investors. Developed by Derek and Edgi.
You might also like
EP #197 | Our 5 Favorite Dividend Kings 👑 | & a 150% Dividend Hike!
Welcome to Dividend Talk, your go-to podcast for all things dividend investing. Join us as we...
May 25, 2024
Listen now →EP #92 – Our Q1 2022 portfolio performance
News of the Week includes the Energy Market, Chesnara, the Yield Curve, and Dutch Inflation. We...
Apr 4, 2022
Listen now →EP 280 – Dividend Earnings Season: Key Signals Investors Need Now
Dividend earnings season is officially underway, and in this episode we kick things off by looking...
Jan 25, 2026
Listen now →