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A: Freshworks Inc., $18.00, symbol FRSH on Nasdaq (Shares outstanding: 191.6 million; Market cap: $5.4 billion; www.freshworks.com), develops AI-driven SaaS (software-as-a-service) products for IT teams, customer support teams, and sales and marketing teams....
A: Interactive Brokers Group Inc., $80.08, symbol IBKR on Nasdaq (Shares outstanding: 107.0 million; Market cap: $33.9 billion; www.interactivebrokers.com), is a technology-driven U.S....
Here’s Part One of the letter I sent to our Portfolio Management clients in August 2023:

“Here’s a list of four disturbing issues that trouble many people these days, especially investors.

Artificial Intelligence (AI) only crossed the fiction-to-news barrier in recent years, after decades as a staple of Arnold Schwarzenegger films....
MERCK & CO. INC., $102.82, is a buy. The drugmaker (symbol MRK on New York) is a pharmaceutical leader in oncology, acute-care and animal health drugs as well as vaccines.

Merck continues to make savvy acquisitions. Most recently, it bought Prometheus Biosciences Inc....
ABCELLERA BIOLOGICS INC., $3.91, symbol ABCL on Nasdaq, launched its IPO in December 2020, when it sold shares to the public at $20 each. Early investors included Peter Thiel, DCVC Bio, and Viking Global.

The company isn’t so much a pharmaceutical firm, but instead provides an artificial intelligence-powered R&D platform that aims to speed up the drug development process.

AbCellera’s machine-learning technology is built into its exclusive software platform, called Celium; it lets the company screen and identify antibodies based on numerous parameters including their biochemical properties.

In the quarter ended June 30, 2023, AbCellera’s revenue was $10.1 million, down sharply from $45.9 million a year earlier....
PROCTER & GAMBLE CO., $147.16, New York symbol PG, is a top pick for 2023.

The company is one of the world’s largest makers of household and personal-care goods. Major brands include Tide (laundry detergent), Pampers (diapers), Gillette (razors), Crest (toothpaste) and Vicks (cold remedies).

Procter has paid shareholder dividends for 133 years and has increased its payout annually for the past 67 years....
ALPHABET INC., Nasdaq symbols GOOG $123.40 [class C: non-voting] and GOOGL $122.17 [class A: one vote per share], is your #1 Aggressive buy for 2023.

The company is the parent of Google, the world’s leading Internet search engine—it handles over 80% of global search requests....
CANADIAN PACIFIC KANSAS CITY LTD., $96.50, Toronto symbol CP, is your #1 Conservative Buy for 2023.

The company took its current form on April 14, 2023, when Canadian Pacific Railway Ltd. completed the acquisition of U.S.-based railway Kansas City Southern.

CP paid $31 billion U.S....

You Can See Our WSSF Aggressive-Growth Portfolio For November Here.


We designed our TSINetwork Ratings to give you an idea of the investment quality and...

IDEXX LABORATORIES INC. $413 (www.idexx.com) is still a hold. The company makes equipment that veterinarians use to detect diseases in animals. In the past few years, Idexx has benefited from rising pet ownership levels....