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. 

Soared during lockdowns, but got obliterated when the Fed declared war on inflation and names like this got hit. It lost more than half its value and has rebounded partly. Early this year, they pre-announced disappointing number though the company is still growing. Has a good track record over the past 10 years.

(A Top Pick Mar 16/22, Up 0.1%) Fell a lot through Covid decline in elective surgeries. Great place to be over the long term. Aging demographics in its favour.

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

Great chart. Good time to buy.Would suggest buying.

Frustrating stock as technology and team is strong. Returns not materializing yet. Recent acquisition will help company grow. Government mandates for company technology not being enforced. Expecting another share issuance to dilute shares.

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%

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.

 They're now going green, all about clean energy, like making the world's smallest e-tractor, wind turbines and solar panels. They help companies comply with environmental regulations.

(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.

Better off owning suppliers rather than OEM auto companies. Difficult to transition from combustion to electric. Tough to keep both sides going. Massive buildup on the EV side will help, but combustion provides the cash. Cheap for a reason. A trade at best, not for the long term.

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…

Gets credit as an innovator. Production levels are getting into the big leagues. Very expensive, though with a very profitable 11% net profit margin. Leader in battery tech. Bottom quartile on quality for the last 2 years.

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.

The question was on buying Google or Apple. He likes all the big techs. They are safe havens which will see very good earnings per share growth over the next 3 to 5 years through cost cutting. This includes Amazon which has some of the best businesses in the world, not the retail part though,…

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.