Rise of the Robots

If manufacturers are going to flourish in America, they’ll need to buy a lot more robots. Here are six ways to play this hot trend.

Jack Hough for Barron's:  For long-term investors, robots could be one key to securing healthy corporate profit growth, and stock returns, even as wages rise. There are specific opportunities, too. Japan’s Fanuc (ticker: 6954.Japan) is far and away the U.S. market leader in industrial robots, and it’s quickly ramping up production. Its shares have been outperforming, and they could offer 20% more upside over the next year. Germany’s Kuka (KU2.Germany), which sold a majority stake last year to China’s appliance giant, Midea Group (000333.China), has similar return potential. Other stocks with high exposure to industrial robotics and factory automation include Rockwell Automation (ROK), Switzerland’s ABB(ABB), and Yaskawa Electric (6506.Japan). And for one-stop shoppers, there’s the Robo Global Robotics & Automation Index exchange-traded fund (ROBO), which tracks 85 stocks, charges annual expenses of 0.95%, and has returned 37% over the past year.  Cont'd...

Comments (0)

This post does not have any comments. Be the first to leave a comment below.


Post A Comment

You must be logged in before you can post a comment. Login now.

Featured Product

Discover how human-robot collaboration can take flexibility to new heights!

Discover how human-robot collaboration can take flexibility to new heights!

Humans and robots can now share tasks - and this new partnership is on the verge of revolutionizing the production line. Today's drivers like data-driven services, decreasing product lifetimes and the need for product differentiation are putting flexibility paramount, and no technology is better suited to meet these needs than the Omron TM Series Collaborative Robot. With force feedback, collision detection technology and an intuitive, hand-guided teaching mechanism, the TM Series cobot is designed to work in immediate proximity to a human worker and is easier than ever to train on new tasks.