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Tech Stocks: The Winning Picks

Brooke Sopelsa,|Writer Producer
Thursday, 2 Oct 2008 | 10:31 AM ET

Technology stocks took a beating in September, but CNBC guests see bright spots in the sector’s future.

“We’re telling our investors to stay to more reoccurring revenue stories on the software landscape with very good cash flows and very strong cash positions,” said Joel Fishbein, managing director at Lazard Capital Markets.

Recommendations:

Fishbein recommended CommVault Systems , Salesforce.com and Citrix Systems .

Finding Winners in Tech
Finding winners in the tech sector, with Joel Fishbein, of Lazard Capital Markets, and Kim Caughey, of Fort Pitt Capital

Kim Caughey, portfolio manager at Fort Pitt Capital, thinks software companies with a healthy number of contracts in the pipeline are especially attractive. Her best stock picks are Microsoft , CA and IBM .

Disclosures:

Disclosure information was not available for Fishbein, Caughey or their respective companies.

Disclaimer

  Price   Change %Change
CA
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CRM
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CTXS
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CVLT
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IBM
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MSFT
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