Seeking Alpha

Barclays' Raimo Lenschow launches coverage of U.S. software stocks with a bullish stance,...

Barclays' Raimo Lenschow launches coverage of U.S. software stocks with a bullish stance, arguing the industry remains a bastion of growth in an uncertain macro climate. Like others, Lenschow sees vendors exposed to cloud computing, SaaS, and big data performing well, and names CTXS, VMW, CRM, and PMTC his top picks. However, he's wary of MSFT and SYMC, citing weak growth prospects.
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