The pandemic, including labor shortages has brought home the importance of productivity and cloud services, says Erin Gibbs of Main Street Asset Management. She is a big fan of software and service companies, with her favorites being ServiceNow (NOW) and Salesforce (CRM). She thinks ServiceNow stock is at a great entry point. She thinks Salesforce is a strong performer at a very reasonable price. Tom White shows options trades on these two stocks.
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