Q: I am a long-term dividend growth investor. I bought CGNX because it is debt-free and a leader in machine vision technology. I expected it to benefit from growth in the industrial automation sector. I also thought there was some possibility of it being acquired by a larger player in the IA sector. However I have been disappointed in its performance over the last twelve months as its growth seems to have stalled. I am considering switching to CNR, still in the industrial sector, but benefitting from overall industrial growth with less volatility. Would you hang in with CGNX for the long term or would you switch to CNR? I am also considering a sector switch to GOOGL which seems to have much better growth and ROIC than either of these companies. Which is the better long term investment?

Q: Can you give a quick opinion on each of the above stocks at this time for long term positions in the AI and robotic sectors?

Is there a good ETF that invests in the AI and robotic sectors to consider?

Q: Just read a very interesting artice by Tony Seba regarding his prediction of a humanoid disruption in the not too distant future where robots and AI repalce much of the labour market, starting with more basic functions and developing into more complex. He believes its not as far off as we may think. He believes this to be of critical importance for the success of countries moving forward. Thoughts on his theme? Which individual companies do you think may benefit from a prediction such as his, as well as are their ETFs which invest in a basket of such companies (both AI and robotic)?