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.

It just affirmed its forecast of 5-7% annual revenue growth and steady operating margin expansion. Trades at only 22x 2025 PE.

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…

It is the front runner in robotic surgeries and its new launching is doing well. The market should double in the next period of time and it is a great long term investment. They have premiums on their option strategies.

(A Top Pick May 09/23, Up 42%) It is a great company, well run, and a core holding. They execute very well on the orthopedic side and is one of the leaders. Five years ago they launched the robotic assisted surgery component which is performing very well. He sees it as a double digit compounder.

He owned it last year after shares jumped. It's a great business, but the 40x PE is too high and risky. That said, they are doing well.

(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.

Shares are down because they missed revenues last quarter. Shares are so down that's it a buy. He likes the company.

(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.

(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.

Negative impact from US tariffs. The names on this list are plenty. Start with the industrials, for instance. He's a big fan of BBD.B, but they make everything here in Canada.An aerospace name like CAE, the rails, auto components like LNR and MG.

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…

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. The company operates through Automotive and Energy Generation and Storage. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and…

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.

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 is 43X. It…

It remains cheap, operating profit is up a lot, are spending huge in capex, though free cash low is up minimally. Reason: they're becoming capital intensive. 

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.