Paul Lambert's Stock Picks: PCTY, PAYC, SHOP & PINS

<p>Paul Lambert says that both Paylocity (PCTY) and Paycom Software (PAYC) have cyclicality and secular growth trends benefiting their businesses. Shopify (SHOP) will likely benefit from economic recovery as more dollars will be spent through the platform. And finally, Pinterest (PINS) is a favored name in communication services currently.</p>