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's been marching up for the last 16 months, doubling since the start of Covid. A lot of this rise came from Covid testing. Yesterday, they reported a top- and bottom-line beat, as revenues grew 26% YOY, driven by their pharma, chemical and energy businesses. He loves it. Amid sector rotations in the past year,…

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.

Leader in robotic surgeries. More volatility due to concentration in that area. Still trades at 36x earnings. Solid growth franchise. Could be subject to M&A. He prefers a more diversified company. You could ladder into it.

They make medical devices. They bought a medical company focused on hands. Again demographics will increase demand for knee and hip replacements. Also, doctors seldom change device-makers, so they will stick with Stryker. They have little presence outside the U.S. so there are opportunities for growth there. Also, there's a backlog in elective surgeries.

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

Recent earnings very strong. Management navigating supply issues well. Stock trading multiples and active share buybacks. Modelling 92% EPS growth rate. Balance sheet has a fair amount of debt.

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.

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.

Likes it as a business. Time is not now. Well run. Great free cashflow, great economics. Well positioned for EV. Watch and wait. Storm clouds of a recession, and this would hurt. Be patient.

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…

Continues to like the prospects of the company even with extremely high valuation. Sky high valuation is justified given the advanced nature of software and technology. Results coming in better than expected as production increases with stable costs. Company able to raise prices on products as consumers willing to pay. Autonomous driving presenting large opportunity…

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.

Almost back to the level of fall 2020. Problems on profitability. Lower highs, lower lows. Bit of a bounce. Don't touch until you get above about $117.50. There's a big gap between $120-140, and you'll probably fill that in on one of these market rallies. Don't go beyond $140.

Prefers the L stock (no votes). Shares are off 22%. Revenue growth has slowed. Has $100 billion in free cash flow. They continue to dominate web search. They own Androids, which is half the phone market. They are #3 in cloud computing. He expects GOOG to return to previous highs in 18 months. (Analysts’ price…

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.