Npaj txhij mus txeeb cov 8 software stocks thaum lawv hauv qab, Jim Cramer hais

CNBC's Jim Cramer rau hnub Thursday tau muab cov tub ua lag luam ib daim ntawv teev npe ntawm yim software stocks kom khaws lawv cov npe yuav khoom rau yav tom ntej.

"Kuv tsis lees paub tias nws tseem yog txoj hauv kev ntxov mus yuav qee cov khoom lag luam no. … Tab sis thaum kawg, txawm tias cov khoom tsis txaus ntseeg no, yav tas los cov khoom siv dav hlau ya dav hlau, yuav tau pheej yig heev uas lawv yuav mus nrhiav hauv qab,” “chim Nyiaj”tus tswv hais tias. 

“Thaum kuv tsis pom qhov ntawd tshwm sim txog thaum [Federal Reserve] txuas ntxiv nyob rau hauv nws lub voj voog nruj - thiab nws nyuam qhuav pib - tej yam no yuav ua rau koj nkag mus. Lawv tshwm sim thaum koj xav tau tsawg kawg yog nws, "nws hais ntxiv, hais txog Fed txoj kev npaj los ua ib tug series ntawm tus nqi hikes thiab nruj nws daim ntawv tshuav nyiaj li cas rau offset inflation.

Cramer cov lus tuaj tom qab tech-hnyav Nasdaq Composite poob 2.07% rau hnub Thursday. Dow Jones Industrial Nruab Nrab poob qis 1.05% thaum S&P 500 poob 1.48%.

Txhawm rau los nrog cov npe ntawm cov peev txheej software lag luam, Cramer nrhiav cov tuam txhab uas haum rau ob qho hauv qab no:

1. Muaj ntau tshaj 20% cov nyiaj tau los loj hlob
2. Muaj ntau tshaj 20% kev ua haujlwm margins

Txoj kev no pab tshem tawm cov tuam txhab muaj txiaj ntsig los ntawm cov tsis muaj txiaj ntsig, uas yog qhov tseem ceeb hauv kev ua lag luam tam sim no, Cramer tau hais.

“Lub khw… tsis muaj kev ua siab ntev rau cov tuam txhab uas tsis tau nyiaj. Tsis muaj teeb meem npaum li cas koj loj hlob sai, kev lag luam tsis muaj txiaj ntsig tau dhau los ua tsis tau, "nws hais.

Nov yog Cramer cov npe ntawm yim tech yuav rau yav tom ntej:

1. ServiceNow
2. salesforce
3. ZoomInfo
4. Paycom
5. Kev Them Nyiaj
6. PubMatic
7. Kev Kho Mob Paub meej
8. Clearwater Analytics

Cramer caveated ob qhov kev pom zoo kawg ntawm cov npe nrog ceeb toom tias nws tsis paub nrog lawv li nws xav ua.

"Tsis zoo li lwm lub npe kuv tau hais, ob qho no tsuas yog muaj txiaj ntsig ntawm kev hloov kho. Thaum koj siv tus lej GAAP, Clearwater tsuas yog rhuav tshem thiab Kev Kho Mob Tsis Txaus Siab yog poob nyiaj. Yog li, kuv xav ua tib zoo saib ua ntej kuv phaus lub rooj ntawm ob qho tib si, tab sis kuv xav tias kuv yuav tsum tau ua qee qhov homework rau nws tam sim no, "nws hais.

Qhia tawm: Cramer's Charitable Trust yog tus tswv ntawm Salesforce.

Sau npe tam sim no rau CNBC Investing Club ua raws Jim Cramer txhua qhov kev txav mus los hauv kev ua lag luam.

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