Wednesday, January 16, 2013

Credit Suisse's Top Picks in Software for 2013

Picks from the guys at Credit Suisse:

"Oracle is our top pick in large-cap stocks for 2013, followed by VMware,, and Sap, while our favorite midcap-software stocks include Cornerstone, Proofpoint, NetSuite, Splunk, Jive Software, and Ultimate Software."


For now, the market is rewarding revenue growth from the smaller software players in cloud computing -- it is allowing them to get away with investing in their businesses. This has meant that valuations are high -- extreme really -- based on traditional metrics, such as those based on earnings.


Source: Barron's

If the above link gives you limited access, google "A Top Pick in Software for 2013" and click on the Barron's link. If you haven't reached the Barron's article limit for the month (?), you should be able to read the article in its entirety.

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