Tech Stocks: The Winning Picks

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.


Fishbein recommended CommVault Systems , and Citrix Systems .

Finding Winners in Tech
Finding Winners in Tech   

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 .


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