What are the highest quality companies in the Fundsmith/Smithson investable universe?
I took the complete set of holdings from both funds and ran it through one of my custom quality filters.
Here are the ones that rise to the top ππΌππΌ
$Nemetschek AG(NEMTF)$ $MSCI Inc(MSCI)$ $Qualys(QLYS)$ $IDEXX Laboratories(IDXX)$ $Mettler-Toledo(MTD)$ $Microsoft(MSFT)$ $Novo-Nordisk A/S(NVO)$ $HMS Networks AB(HMNKF)$ $Technology One, Ltd.(THNOF)$ $Alphabet(GOOG)$ $Alphabet(GOOGL)$ $Apple(AAPL)$
Which do you own?
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https://x.com/long_equity/status/1835717462030991528
Microsoft Increased Dividend: Is the Greatest Pick?
Microsoft is increasing its quarterly dividend by 10% and plans to repurchase up to $60 billion in stock.
Microsoft announced an increase in its quarterly dividend and a new stock repurchase plan. The company has approved a new $60 billion stock repurchase program and announced a quarterly dividend of $0.83 per share.
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Have you held Microsoft in your portfolio?
What's your target price?
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