What are the best stocks to invest now?
I wrote about the SaaS stocks a month ago here when they were in the middle of the correction process. Now, the cloud stocks reached some levels that might suggest a price acceptance from investors. Of course, there is no guarantee, but let's look at how their enterprise value to the next 12-month revenue is now.
Even if their valuation is still high, these companies have recurrent revenues and high margins. Yes, it is true, their EV/NTM was insane, but it seems that investors accept more and more these numbers as they are discounting the future potential. It is…