Titan Medial, Fanuc and the Top 24 Stocks to Profit from the Rise of Robotics

It is a new company that supply services to surgeons. It is undervalued. They are profitable. They have very high margins. It is cheap because they have a lot of receivables. If they hang on longer, the insurers give them more money. If you see the receivables coming in then it will grow.

Medical robotics? He does not know TMD-T well. He plays the space through and ETF of BOTZ-Q. He prefers ISRG-Q, if you wanted an individual holding.

(A Top Pick Nov 24/22, Down 29%) Sector has been impacted with economic slow down after Covid-19. Believes healthcare sector will be strong in the long term. Lab tools in high demand globally. Will continue to own shares. Well managed company. 

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research CRL provides drug discovery and safety testing services and is now trading at 22.6 times' Forward P/E (historical averages range from 19x to 33x). In the last five years, revenue growth was quite healthy, averaging around 12% on average, largely driven through acquisitions. The balance…

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research EPS of $1.84 beat estimates of $1.64; revenue of $2.04B beat estimates of $2.00B. Intuitive Surgical's 3Q earnings show strong momentum in the adoption of its latest surgical robotic technology and margin expansion, with further potential upside as utilization expands. The quarter's 18% procedure growth…

Good products, good reputation. Good long-term investment in the medical device area. If you own it, keep holding. Her exposure to the space is via ABT and JNJ. (Analysts’ price target is $379.00)

Phenomenally good performance. Now at inflection point. Seeing more and bigger contracts both on surveillance and on batteries. Hopefully this is just getting started and it doesn't get bought out before the long runway of earnings growth and share price appreciation materializes.

(A Top Pick Feb 27/23, Down 28%)Disappointing growth in EV equipment. Rolled over and he got stopped out. Wasn't making higher highs and higher lows, no longer in an uptrend. In your portfolio, you have to quickly carve out the ones that aren't working before they hurt you.

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Profit of 1c per share beat estimates of -1c. Revenue of $7.2M beat estimates by 11.4%. EBITDA was positive $1.17M vs an expected loss of $305,000. Sales rose 186% so certainly a nice improvement. Margin was 67% up from 49.5%. Profit was the highest in three years…

Somewhat cyclical. Growth has been lagging, and doesn't see it accelerating soon. In a competitive space. Solid business, not cheap. High quality. Slowly getting more shareholder friendly. Better places to look.

Good company with steady profits. Would recommend buying. 

He has been wrong on this one for a while, buying at $7 and selling out much lower. He did not like their treadmill of acquisitions of buying and selling. It is on his buy list again, but he is waiting. Yield 7.35%

Owns shares in the company and is one of the largest shareholders. Performance of stock price has been excellent. Very strong company with excellent management team. Expecting demand for defense technology will be higher as global tensions persist.

Makes welding equipment. Great, long-term track record. Makes excellent equipment. Growth on the re-industrialization of North America, including pipeline growth, etc. Trading at a great valuation.

Solid industrial. Likes its fundamentals and projected earnings, but the chart shows how well it's done. When things rise in price, they tend to drop in value. Normally trades at slight discount to market, now at a premium. Going to have to do really well to live up to its valuation. He owns RTX.

(A Top Pick Jan 22/19, Up 36%) There is some cyclicality in robotics in Japan, but they are one of two world leaders. He still owns it.

They're turning around governance. Well-managed. But car sales including EV are poor. But he worries that the general economy gets worse. Is on his radar though.

Chrysler went bankrupt, but Fiat was able to come in and pick up the North American manufacturing/distribution and has been doing well. Italian car companies seem to be in favour at present. He would prefer auto part manufacturers such as Linamar (LNR-T) or Magna (MG-T). We are back to where auto sales are at a…

Getting a boost because Musk is so close to Trump. The short interest is small at 2.8% (80M shares) of the float. Record highs were in 2021. RSI is a very short-term indicator, comparing today's price to where it's been in the last 14 days; right now, pretty close to the top. Doing well again…

He hasn't heard any recent news on the company. The stock has moved up a lot lately, but is still well below past highs. Demand for company products remains huge. The CEO promises good news in the next earnings report.

Makes equipment for the chip industry. Recall the dartboard chart described at the top of today's show of the automation/robotics ecosystem. In the hardware space, just outside the manufacturers. Testing equipment for semiconductors, wireless, storage devices. Ensures quality and reliability of high-tech products. About 20% runway to $150. Yield is 0.4%.What's also very cool is…

DOJ talking of splitting out Chrome. One of his top 5 holdings. Not as volatile as some of the other Mag 7's. Makes $$ on the ads, not especially on the Search. And the advertisers love going to GOOG, not to competitors like Perplexity or Bluesky. Plus, has all kinds of other horses in the…

His favourite US ETF, which holds AI and automation. Canada doesn't have an ETF like this. None of ROBO holdings are in Canada, so it gives you foreign exposure.

Good exposure to A.I. boom and robotics bubble.Risky bet in tech space.Not good for defensive investors.Not any yield, but provides opportunity for large capital gains.