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

Opinion about IOM-X: 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…

Opinion about TMD-T: 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.

Opinion about A-N: Shares popped over 2% after reporting a solid quarter last Wednesday .

Opinion about CRL-N: 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…

Opinion about ISRG-Q: When he looks at a company, the first thing to look at is the group that they're in. You can have a great company in a group that's out of favour, and have a difficult time. Will be a big beneficiary from the move in AI. Problem is that healthcare device companies in…

Opinion about SYK-N: 5-year performance is 15%, creates returns on ROIC, well run, quality.

Opinion about PNG-X: Really cool products like deep-sea drones. New CEO has done an outstanding job. He doesn't own now because valuation is at a premium. Government contracts can take a long time to materialize; but when they do, they're large. Good way to get exposure to the space.

Opinion about ATS-T: (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.

Opinion about FLY-X: 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…

Opinion about 6954-TYO: 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.

Opinion about CGNX-Q: Good company with steady profits. Would recommend buying. 

Opinion about AEGN-Q: 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%

Opinion about ESLT-Q: 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.

Opinion about LECO-Q: Shares are down because they missed revenues last quarter. Shares are so down that's it a buy. He likes the company.

Opinion about PH-N: (A Top Pick Dec 29/23, Up 38%) He sold it in the summer. He likes the aero-space part and is interested in other companies in this field.

Opinion about YASKY-6506-JP: (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.

Opinion about MG-T: It won't pull back much from here. Given tariffs, this space is uncertain, but eventually we will settle this tariff war. Auto manufacturing is so emeshed between both countries that it would take a very long time to rejig it. This or Linamar are fine, but Magna pays a higher PE, though…

Opinion about FCAU-N: 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…

Opinion about TSLA-Q: Tesla, Inc. (NASDAQ: TSLA) is an American electric vehicle and clean energy company led by CEO Elon Musk. Tesla's business segments include electric vehicles, energy generation and storage, and other automotive services. Known for its innovation in the electric vehicle market, Tesla's product line includes the Model S, Model X, Model 3,…

Opinion about OEE-X: 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.

Opinion about TER-N: Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research TER does develop 'advanced robotic systems' so we would expect it to at least be involved in the sector. It spent $435M on research and development projects last year. The stock has had a good start to the year, up 10%. P/E…

Opinion about GOOG-Q: It remains in the Mag 7 the best performer in the past month and the cheapest as well. They are quieting the bear case in terms of search disruption.

Opinion about ROBO-Q: 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.

Opinion about BOTZ-Q: 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.