May 28, 2020 | Daily JAM, FANUY |
Just about everybody agrees that the world after the coronavirus pandemic and recession will look very different. And from what I've read every stock market guru worth his or her smart phone agrees that buy the stocks of companies that are "attuned" to that different...
December 1, 2017 | Daily JAM, You Might Have Missed |
Back on July 11 I argued that for investors at least it was better to buy robotics stocks than to try to fight the global trend toward automation. I added two robotics stocks, both Japanese companies, to my long-term 50 Stocks Portfolio that day. Since then Fanuc (FANUY) is up 27.92% and Nidec (NJDCY) is ahead 34.23%. Now one of the reasons that I prefer individual stocks to ETFs in the robotics sector is that I want to take advantage of not just the growth in robotics and automation, but also want to get the benefit of a falling yen, which increases sales for Japanese automation companies. But the evidence is that a lot of investors want to own a piece of the sector but would be prefer to use an ETF to give them broad exposure to the sector. Launched in 2013, Global Robotics and Automation Index ETF (ROBO) how has nearly $2 billion in assets under management. Global X Robotics and Artificial Intelligence Thematic (BOTZ) moved above $1 billion in assets back in August.
November 14, 2017 | Daily JAM, FANUY, Stock Alerts |
The International Federation for Robotics latest report forecasts a 15% compounded annual growth rate for global shipments of industrial robots through 2020. That would follow 16% to 18% annual growth in 2016-2017. By 2020 annual unit shipments are estimated to reach...
July 13, 2017 | Daily JAM, FANUY, Stock Alerts |
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July 11, 2017 | ADSK, Daily JAM, FANUY, NJDCY, You Might Have Missed |
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...
June 10, 2014 | Uncategorized |
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...