EPS 141 - Stocks we don’t feel comfortable about going into a potential recession
About this episode
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)
Get every episode summarized
Each time Dividend Talk publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Dividend Talk
Ep. 305: Should Cyclical Stocks Be in Your Dividend Portfolio? (BHP, Exxon, Rio...
Dividend Talk
Quick Update
Dividend Talk
Q2 2026 Earnings Season: IBM Crashes, TotalEnergies Shines | EP 304
Dividend Talk
EP 303: Dividend Investing with Belle Dividends | How to deal with a major cash...
Dividend Talk