- Holland's Bear Advice: Buy the Survivors
- Analyst Picks: Three Resilient Retailers
- Ford Options Rev on Possible Volvo Deal
- BlackRock's Doll: Win With Last Week's Laggards
- Lucky 13? Bakers' Dozen Stock Picks
- Stock Picker: Time To Buy Value (Pt. 2)
- Stock Picker: Time To Buy Value (Pt. 1)
- Luxury Tech Stocks at Knock-Off Prices
- Options Action: Traders Bet on Potash
- Travel Stocks as a Value Play
- Holland's Bear Advice: Buy the Survivors
- Are Toys Too Pricey for a Recession?
- Busch: Success Also Means Reform Of System
- Highest Dividend Yields of the Dow
- Newspaper Ad Revenues Take Even Bigger Fall
- D-Day For Big 3: Will They "Land" Congress With New Plans?
- Access To Credit: Why Younger Generation Needs It
- Mad Mail: When Will Housing Bottom?
- Cramer's Outrage: Paulson & Bernanke
- Lightning Round: Genzyme, Goldman Sachs, U.S. Steel and More
- Where the Layoffs Are—Is Your Firm on the List?
- Treasurys Lower With Little Room to Grow
- BofA to Cut 10,000 Investment Banking Jobs
- GE to Maintain Dividend, Streamline Finance Arm
- Delta Air to Reduce Capacity By 6 to 8 Percent
- British Airways Discusses Merger with Qantas
- Cash—Not Gold—Is New Safe Haven for Investors
- Beazer Homes Loss Balloons as Revenue Plunges
- Hedge Fund Assets Fall $170 Billion in Third Quarter
Text Size 
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 [CVLT
Loading...
()
], Salesforce.com [CRM
Loading...
()
] and Citrix Systems [CTXS
Loading...
()
].
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 [MSFT
Loading...
()
], CA [CA
Loading...
()
] and IBM [IBM
Loading...
()
].
Disclosures:
Disclosure information was not available for Fishbein, Caughey or their respective companies.
Del.icio.us
Digg It
Data is a real-time snapshot *Data is delayed at least 15 minutes