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Artificial intelligence (AI) is an example of an investment idea that could boost your investment returns—or more likely end up of costing you money. All in all, we think that the biggest, surest gains from AI will come from investing in established businesses that are already profitable and growing, and that can gain all the more by applying AI to their operations.


Here are two companies that are already profitably taking advantage of AI, and they will be among the leaders in the push to extend AI’s use:


TWILIO INC., $61.44, is a buy. The company (Nasdaq symbol TWLO; TSINetwork Rating: Extra Risk) (www.twilio.com; Shares outstanding: 171.2 million; Market cap: $10.5 billion; No dividends paid.) spends a high 30% of sales on R&D—that includes spending to expand its Twilio CustomerAI technology.


The hi-tech offering combines AI with real-time customer data flowing through Twilio’s Customer Engagement Platform....

For Canadian investors wondering how to buy international stocks, ADRs, and international ETFs may be a safer option.

Communist Chinese ambitions for regional or global domination, and its impact on global investors through trade growth.

Decoding the AI Revolution and Navigating the Complex Landscape of Investing in Artificial Intelligence and Understanding Its Societal Impact

Top pick Agilent’s relative underperformance should turn around as the company sees robust demand from larger clients while earnings are set to increase.

Here’s the text of my latest letter to our Portfolio Management clients, sent in November 2023:

“As I began work on this letter to our portfolio clients, an interesting and thought-provoking question came in from a member of our Inner Circle.

The member asked,

“Pat, I know you recommend diversification among individual stocks and stock groups, and between the U.S....

Analyzing the performance and pitfalls of ESG funds in the investment landscape. Keep reading to learn more.

In July 2022, when the ESG craze was at its peak, The Wall Street Journal ran an article entitled “The many reasons ESG is a loser.” (ESG refers to environmental, social and governance causes.)

The article went on to analyze a number of mutual funds that were pursuing an ESG-focused investment mandate....

TRANSDIGM GROUP INC., $957.63, symbol TDG on New York, engages in the design, production, and supply of highly engineered exclusive components for use in commercial and military aircraft worldwide. Its products include mechanical/electro-mechanical actuators and controls, ignition systems and engine technology, and specialized pumps and valves.

On November 9, 2023, TransDigm announced that it would acquire the electron device business of Communications and Power Industries for $1.39 billion in cash....

Here’s Part Two of the letter I sent to our Portfolio Management clients in August 2023:

Issue 3 (of four disturbing issues troubling many investors today): Communist Chinese ambitions for regional or global domination, through trade growth, military threats in the South China Sea, plus the long-threatened Taiwan takeover

This worry has passed its best-before date....