NEW YORK (
TheStreet) -- Investors have a lot of moving parts to keep an eye on with the continuation of earnings season this week. Here are five investment strategies for Monday that Wall Street insiders are touting.
1) Software is more resilient than you think
Evercore says that
(IBM - Get Report) might be a signal that the software sector has more life in it than investors think.
"IBM noted that demand trends remain strong as enterprises look to deploy solutions that can add value to their businesses, and we expect initiatives around business intelligence, data integration and cloud computing to remain key focuses throughout the software industry," writes Evercore.
IBM met expectations on revenue and slightly beat earnings estimates in the fourth quarter last week. IBM's push toward more business analytics and other complex businesses where it doesn't have to compete on price seems to be paying off. The firm's projected earnings of $14.85 a share for 2012 topped Thomson Reuters' forecast of $14.82.
Some of the stocks Evercore favors are
(CRM - Get Report)
(RHT - Get Report)
-- the latter two being Evercore's top two growth ideas for the current year.