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)

Is undervalued and has been left behind because the market focused on Covid. CRL is in the same sector as Thermo Fisher, a sector that he likes. 

(A Top Pick Aug 10/22, Up 39%) Company has performed very well the past year.Excellent business model with high cash flow margins.Long growth runway.Has recently sold due to high share price valuation (60x P/E ratio).Better names in sector with cheaper valuation.

Stryker makes replacement body parts with several components involved. There is a huge backlog of elective surgeries due to Covid. Also an aging population needs more of these artificial parts so there is lots of growth ahead. Surgeons tend to use the same parts rather than switching to other makes. It has a great balance…

Software-centric sensors for underwater. Two sides: sensor and power. Military, government, research companies are potential customers. Recent US $1.5M contract. Very illiquid. Almost a double from here to the price target. Buy in thirds at $0.52, 0.45, and 0.40. (Analysts’ price target is $0.96)

One of the best performers this year. Keeps announcing more contracts, backlog's growing. Focused on life sciences and EV assembly plants. Picking high-growth niche areas. Not cheap, but the sky's the limit.

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.

A huge customer, Amazon, pulled back spending which has impacted Cognex, but they are well-positioned in automation.

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.

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.

Industrials have not performed, but it's the best of the lot. Stay long if you own it. If it falls during the debt-ceiling talks, then buy more.

(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.

Since peaking in early 2021, MG has been in a downtrend. Now, it's forming a base. If it breaks $85 and stays there a few weeks, that's good.  But it keeps rubbing against that resistance level and he doesn't see a catalyst to take it higher.

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 added more puts today. Thinks shares will go lower.

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.

43% earnings growth expected for 2023, though has a PE than some peers. Likes it and is holding on.

Excellent business with very strong margins.Dominant in search engine technology.A.I., product recovering quickly.Current share price a good place to buy.Expecting double digit growth.Free cash flow very high - lots reinvested into R&D.

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.

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.