It’s Going Be a Tougher Year for Cloud Stocks. But Here Are 10 You Can Buy.

You can never have enough predictions. That seems to be the view of Jefferies analyst Brent Thill. As noted in a previous post, Thill on Monday issued a list of his top internet stock picks—and some forecasts for 2021. In a separate mammoth research note—this time close to 200 pages—Thill provides an outlook on the other half of his coverage universe, enterprise application, infrastructure and security stocks.

Link: It’s Going Be a Tougher Year for Cloud Stocks. But Here Are 10 You Can Buy.
via http://www.barrons.com

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