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

A fairly new company and has only had one conference call with management. Any time you have spine surgery in the US, there has to be 2 other people monitoring. Having 3 people is not very efficient, being set up by 3 different groups and billed 3 different ways. This company has formed a partnership…

Robotic surgery. Intuitive Surgical (ISRG-Q) has a monopoly. This company thinks they have a better system. Have to go through FDA procedures. If it works they’ll be able to share the giant market. Have a long road ahead of them.

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Does safety testing, the efficacy, phase 1 through 3 trials for particular drugs for pharmaceutical companies. High growth, growing earnings last year at 17%.

A high-growth story but too expensive for him now. High beta of 1.3.

They make bespoke equipment. This can never be Amazon’d because the representative from Stryker works so closely with the doctor when they implant a new device into a patient. They are well-run, their robotics are leading edge. He likes the sector and this individual company but he would manage the idiosyncratic risk in this space…

Tow boats use sonar to sweep ocean floors for water mines from naval warfare. A niche product which creates barriers to entry from competitors. Just approved by the U.S. Navy for some of its products. The market is finally paying attention to this.

This is his second biggest holding. He bought it as low as $4 and change. He won’t be buying more at this price but people who buy under a different system, such as a momentum system, might find this attractive. This had a solar arm, which was one of the reasons he bought the company.…

He followed the stock for 7 years and has warrants to buy the stock at a higher price . They are doing testing with Boeing and FedEx involving new standards. He expects the results to come out over the next few months and expects them to be positive for Flyht. The short term key for…

Factory automation equipment. Probably #1 or #2 in robots globally. The issue is their auto exposure. People are concerned about auto exposure. The other issue would be Apple (AAPL-Q). They have significant exposure to the iPhone, because they make the robots that manufacture the metal backing for iPhones. We are now seeing less capital expenditure…

This is the eyes of the robot. They have 2 distinct businesses. One is looking at quality controls in 2-D and 3-D through the assembly lines. The 2nd line of business is reading bar tags and barcodes. Also has a burgeoning business with Airport contracts where they can read barcodes on the luggage, getting the…

They have a technology for coating/protecting pipes. Trading at about 15X earnings. Management is very excited about their book building. Have quite a backlog. He thinks earnings will accelerate in the future, which would drive the stock price higher.

Israel’s largest publicly traded defence contractor. It is divided into 3 segments. One third is being the largest drone producer globally with the broadest product line. The average drone is military and about 7 years old, and thinks they are going to get replaced. A second third is traditional defence electronics such as fire control…

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.

This Top pick consists of a basket of U.S. large caps, Gardner Denver (GDI-N), Corning (GLW-N) and Ingersoll-Rand (IR-N) Parker Hannifin (PH-N) and Timken (TKR-N). Infrastructure spending has lagged severely. On the corporate side, there is lots of cash on hand, debt has declined

A robotics company. In a very cyclical business. They're skewed to the auto business within Japan and China, but lead in the motor and drive technology side. They've been beaten up in the past year, but're coming out of that down cycle now. (Analysts’ price target is $3117.65)

He keeps watching it. Great balance sheet. They've been growing their dividend this cycle, but auto sales have rolled over. Magna is still making good money, but trading at 7-8x earnings because the market believes that the auto companies are rolling over; production and sales have rolled over. He's cautious about it. He may buy…

The guy at Fiat has done a good job. He would buy F-N if you had to be in this industry. It is a better company to own. Better growth in the Asian market, and they have some really good products. He does not like the industry as they have a lot of tail winds.…

He has been long and short trading this one based on the volatility. In the last 4-6 months it has had enormous volatility. It would not be a core holding for them. He prefers owning the supply side of this space – into robotics and chips instead. He would trade this instead – buying at…

CISCO needs them to come into manufacturing facilities. They ensure all tools on a platform in a manufacturing floor integrate efficiently. It has great management and a short payback period. 300% and 4 month payback. It is a takeover candidate.

A little nervous about the semiconductor cycle. This company seems to be getting its act together. Have done some restructuring. Not exposed to the themes that he is really fond of at this time.

We saw a breaking of the trend line. The risk is a lot of what is happening in Europe. It is a great, well run company, but now it has reached far too high. This is not a good time to get into it. Wait for the $1000 level.

This is a pretty niche ETF, and when he is constructing client portfolios, he is looking for bigger themes. However, he thinks this is going to be a big theme in the future. In this post crisis environment, any industry that is disruptive or creative and inventive, will do well in the future. This is…

This is an example of an area of the market that has been booming. Very focused, thematic niche ETF’s. It is very new, and he can’t offer a lot of commentary on its performance as it only launched in Sept/16. The theme may make a lot of sense to people who are worried that a…