flyer61 wrote:Itsallaguess
I am considering starting a position in 3M (MMM). Anybody any thoughts on this one? My watchlist with 'Seeking Alpha' is very useful for keeping an eye on TS's picks. The aim is to buy when they are down and 3M has certainly come off it's recent highs. Recent guidance is lower from the Company. The Company strikes me as having everything Buffett etc love. Broken up I wonder if the sum of the parts is greater than the present MV.
Whilst we can see TS's list of biggest 10 does anybody have a list of the rest?
Not sure if this is by any means completely current or correct but what I have gleaned from going through the short form reports at
https://www.fundsmith.co.uk/documents where acquisitions and disposals are detailed:
3M (MMM), Amadeus (AMS), Automatic Data Processing (ADP), Becton Dickinson (BDX), Colgate Palmolive (CL), Diageo (DGE), Dr Pepper (DPS), Estee Lauder (EL), Facebook (FB), Idexx (IDXX), InterContinental Hotels (IHG), Intuit (INTU), Johnson & Johnson (JNJ), Kone (KNEBV), L'Oreal (OR), Microsoft (MSFT), Nestle (NESN), Novo-Nordisk (NVO), Paypal (PYPL), Philip Morris (PM), Reckitt Benckiser (RB.), Sage (SGE), Stryker (SYK), Waters (WAT).
E&OE!!
There must be at least four others currently if the above is even correct.