7 cloud software stocks to buy — and 5 to avoid — in the Covid-19 era, according to Morgan Stanley
The enterprise-software sector is headed for a tough couple of quarters, with companies reining in spending as we suffer through a deep recession triggered by the coronavirus pandemic. But there are places where investors can wait out the storm.
Morgan Stanley software analyst Keith Weiss and his colleagues wrote a major report Tuesday outlining their picks for the new environment, upgrading a few stocks and downgrading a few more.
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