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.

He likes this for their US dividend fund. They will benefit from the urgency to build labs to find a vaccine for COVID-19. An interesting market to be involved in. The space is very oligopolistic and the the company owns a 20% marketshare. Its balance sheet is under-levered he feels and a large amount of…

(A Top Pick May 30/19, Up 44%) A contract research organization who partners with major pharma companies for drug testing and clinical testing. This is the second company in this space that has done well for them. He would stick with it.

(A Top Pick Aug 19/19, Up 49%) A leader in robotic surgery. It provides a better surgical experience with more precise surgeries. The long-term story is that right now, robotic surgery accounts for 4% of surgeries right now. They have a huge head start in this domain and have great cashflow.

(A Top Pick Dec 19/19, Up 15%) Medical healthcare. Great demographics, knee, hip, and spine replacements. Important to quality of life. Stock fell in March when elective surgeries were cancelled, but they're coming back. Would buy it here.

It's doing better now. Their sonor device looks for underwater mines and does underground mapping of pipelines. Earnings are expected to leap to 5 cents in 2021 to give it a 10x PE. If so, then there's a $1 target minimum. Lots of upside.

Very interesting opportunity. Automating production in healthcare and battery production. World is looking to lower costs and bring some processes onshore. Backlog is growing. Right place at right time. Stock's unreasonably down 20% this year. Great management executing well. No dividend. (Analysts’ price target is $25.50)

It is interesting technology. They have telemetry applications for airlines and the thought is that the airlines or manufacturers would mass-adopt this technology. He has not seen the ramp up in revenue and earnings in the time-frame he expected. They are in a constant need for financing.

(A Top Pick Aug 29/18, Down 4%) Smaller position for him. Leader in machine automation and robotics. Has some cyclicality. Brought down full year profits guidance, just by a bit. Price target of $24. Stick with it and he'd recommend it as a buy.

They make state-of-the-art machine vision systems, one of three companies globally that makes them. This automated space is growing nicely, but capex is high too. Given the coronavirus, projects could be delayed and the next quarter could disappoint. Cognex relies on large projects, namely smartphones. Short-term, he prefers a Japanese peer which has more projects…

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%

(A Top Pick Aug 02/19, Down 13%) They make defence electronics and a strong performer since their last acquisition. He's holding this long term. A headwind is the market moving towards cyclical businesses instead of defence stocks. But ESLT still has strong long-term prospects.

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.

A great company that he has owned before. A candidate to buy-hold- and forget about it. The problem is that, in the short term, it is highly correlated to the Purchasing Manufacturing Index (PMI). You need to call the bottom of the economic cycle to time the proper entry. A recent acquisition has increased their…

(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.

Owns it in their Canadian dividend portfolio. It is gaining market shares making more parts for cars. A core holding with good dividend growth. They will be part of the electrification of cars and maintain market shares. The best in the business.

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…

Parabolic in last little while. Now overbought. 200x forward earnings, 35% growth, 5-6x PEG, 18x price to sales. Not cheap. Risk of competition from the big players. Based on technicals and fundamentals, be cautious.

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.

(A Top Pick Nov 20/19, Up 83%) Can continue to buy here. Attractive company. Has done well, and of course there could be a pullback. A big beneficiary of the upgrade chip cycle.

Revenue growth will continue to be strong. Will benefit from more and more digital advertising. If he had to choose this or Facebook, he'd choose FB, but it's close.

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.