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.

He likes this for their US dividend fund. They will benefit from the urgency to build labs to find a vaccine for COVID-19. An interesting market to be involved in. The space is very oligopolistic and the the company owns a 20% marketshare. Its balance sheet is under-levered he feels and a large amount of…

(A Top Pick May 30/19, Up 44%) A contract research organization who partners with major pharma companies for drug testing and clinical testing. This is the second company in this space that has done well for them. He would stick with it.

The maker of surgical robots. They are the leader in the sector and there is no real competition. With only 5% of surgeries being done robotically there is enormous growth ahead. Yield 0% (Analysts’ price target is $546.67)

A medical device company. Elective surgeries have been slowed during the pandemic, but will still need to done. Demographics mean this will continue to grow. There is brand loyalty in the space as parts are not easily exchangeable. About 25% of cash flow goes to dividends and the rest towards acquisitions and paying down debt.…

It's doing better now. Their sonor device looks for underwater mines and does underground mapping of pipelines. Earnings are expected to leap to 5 cents in 2021 to give it a 10x PE. If so, then there's a $1 target minimum. Lots of upside.

Robot factories and processes. On-shoring and building new plants will create good opportunities for them. They are quite undervalued to their peers and have a great cash flow profile. They have been involved in developing COVID-19 testing kits. Yield 0% (Analysts’ price target is $25.42)

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.

(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.

They make state-of-the-art machine vision systems, one of three companies globally that makes them. This automated space is growing nicely, but capex is high too. Given the coronavirus, projects could be delayed and the next quarter could disappoint. Cognex relies on large projects, namely smartphones. Short-term, he prefers a Japanese peer which has more projects…

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%

An Israeli company playing in the defense space. He does not dabble in the defense space. It is rather on the small side. He would prefer others in this space. These stocks run counter to the economic cycles.

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 36%) There is some cyclicality in robotics in Japan, but they are one of two world leaders. He still owns it.

The auto industry is currently in complete disarray. How reluctant are people going to be to step up to big purchases after the economic recovery. If you are going to invest in the auto parts industry, you want to be with the big players. It will be a long but jagged recovery.

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…

At one point someone is going to have to pay for the extra capacity of charging eclectic cars. He would wait for 5 years. TSLA-Q is an expensive start-up run by a guy he does not have much confidence in. He would take your gains off the table.

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)

Warren Buffet has 43% of his portfolio in APPL. APPL is a wonderful brand and strong company. He does not own it today. What worries him a little is that more than half of their revenues come from iPhone sales. They are diversifying, but it will take time. People are tending to keep their phones…

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.