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.

Re-engineered itself to focus on its test measurement and instrument business. Very broad product line in that space. Moved manufacturing offshore. Really a play on R&D rather than the economy. If you want exposure nanotechnology, optics, Intermaxtic biotechnology, etc. this company has products going into all those areas.

It has had a great run and they consistently beat earnings expectations. He would be modestly concerned about their value metrics -- you are paying up right now. It has a 40 times PE ratio. He would wait until earnings are released.

The leader in robotic surgery. They sold about 900 units. He thinks they will continue to grow world-wide. (Analysts’ price target is $612.34)

(A Top Pick Jan 04/19, Up 21%) The best, most innovative medical device company around. It's come off its highs recently as it acquired a spinal business, but it has room to run. It's long grown its earnings for many years. They excel at buying small companies specializing in hips, knees and spines.

(A Top Pick Jan 23/19, Up 27%) Only a $90 million cap company. They have underwater vessels that map out the ground underwater for military use. Big contracts with the naby are ramping up revenues from $6.5 million to $39 million in projected 2020 revenues with EPS at 6 cents. It trades at only 10x…

(A Top Pick Feb 27/19, Down 6%) They're hurt by weakening European growth. He's not super-worried though, but has trimmed his position. He's bullish about the automation sector in general, so he's staying in ATS. Automation will be key in the future. Expect a few bumpy quarters.

Q3 results had revenues up solidly. Could be a very profitable winter. Really likes the stock. Safety communications technology for planes. Save airlines money with diagnostics. Feels it's about to take off.

(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.

Don't buy now. CGNX is a leader in machine vision, an amazing technology that enables automation. Automation equipment gets installed only when machine tool orders are rising--that's the problem. Those orders are poor now. CGNX has sort of held its revenues given automation in warehousing and the drug industry, but without any major changes in…

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%

Israel's largest defensive publicly traded contractor. Largely electronics and are within the mid-cycle of defense spending. The largest producer of drones. They make a "re-drone" system that would have safeguarded Saudi oil facilities as it allows for control to be taken over drones to land them safely. Yield 1.09% (Analysts’ price target is $153.67)

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 41%) You had to be patient with this one. They are involved in Japanese robotics. It is very cyclical. They are a darling on the Japanese market. His target is $95 -- still not too expensive.

(A Top Pick Jan 25/19, Up 4%) He was too bullish about car sales. We've hit peak car sales. Meanwhile, e-cars keep selling, so where does this leave Magna? He exited.

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…

A volatile stock, a volatile owner. Tesla hasn't made money yet. It's very challenging. The current melt-up is a short squeeze that's overbought.

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.

They make testing equipment for semi-conductor companies. It has great recurring revenue and is not expensive here. A play on the re-acceleration of the economy. Yield 0.56% (Analysts’ price target is $61.80)

Google is still expanding their tech into our daily lives, globally. They have a great growth runway ahead.

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.