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.

Consumables for labs. Green energy and pharmaceuticals creating all sorts of demand. Last quarter had 17% organic growth, pretty impressive. Guiding to 5-6% organic growth going forward. Underutilized balance sheet could be flexed for acquisitions. Growing dividend. Yield is 0.58%. (Analysts’ price target is $158.56)

Lost some gleam. Related to healthcare sector as a whole. Still confident in it. This is why you have a portfolio -- when some stocks fall, you have others to do the heavy lifting.

They make surgical robots. Their install base is growing, but their PE always been too high. They might change because shares have come off. Don't buy, but watch.

(A Top Pick Nov 02/21, Down 19%) Good growth internationally. Demand increasing with aging population. Great balance sheet, opportunity to make acquisitions. Trades at 22x. Pandemic backlog of elective surgeries offsets inflationary costs. Supply chain difficulties persist. He'd buy here. Yield is 1.4%.

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Cash position is strong despite revenues falling in 2020 compared to the large order they received in the prior year. Margins have improved. It continues to secure orders. High risk but doing many things right. Unlock Premium - Try 5i Free

Not recession-tested yet. Earnings excellent quarter after quarter. Theme of reshoring is powerful and will benefit. Price to growth looks good. Only issue is recession or supply chain inflation. Better opportunities out there.

Frustrating stock as technology and team is strong. Returns not materializing yet. Recent acquisition will help company grow. Government mandates for company technology not being enforced. Expecting another share issuance to dilute shares.

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.

She just sold Cognex, beset by supply chain issues.

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%

This has been a long term holding and has been consolidating. It is Israel's largest defense contractor. There is good upside to Israel's defense budget and global defense budgets. It does a lot of business in Western Europe. It is an industry leader in areas such as night vision, cyber defense, high energy weapons, unmanned…

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.

Nice correction back to EBV 5 at $269.80. If we got back to that level, he'd be a buyer. If the S&P rallies, so will this. Model price of $297.22, only 4% upside. Highest quality industrial out there.

(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.

High quality, a Canadian industrial champion. International. Issues from supply chains and microchips. Attractive multiple. High ROE, good management and balance sheet. Nice dividend yield. Good buy here for a long-term hold.

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…

He won't go against Musk, who is just too much. Yes, people are worried about Twitter, and once that passes, Tesla will be fine.

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.

Though semis are down today, they are great companies making components that we all need. She owns a big position in Teradyne because it trades at a reasonable 16x, is profitable and offers great growth prospects. Ride them out for the long term.

Beware of their looming court case and weaker ad advertising.

BOTZ vs. ROBO: The difference is that ROBO is an equal-weighted ETF and BOTZ is market-cap weighted. ROBO you get more mid- and small-cap, with maybe a better long-term return. But essentially both ETFs are very similar.

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.