It’s interesting to read announcements from the “Old WOrld” and “New World”, banks, retailers are all reporting huge losses, and these seems to be no end to it. Saks, one of US’s major upper end retailers just reported a quarterly loss, which shows that recession has a bigger impact on luxury or upper end markets. The same can be said about David Jones in Australia, which has announced as the result, it will start focus to younger consumer markets who basically care much less about recession.

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This is an important trend to watch - and makes a lot of difference when comes to investments. One of the good reasons why Apple is doing well is its target market is at relatively younger consumer markets - and the young consumer markets also have a much higher representation in terms of workforce in IT and E-Commerce and Media industries - many are still hiring, so they are getting less impacted - and also, the lower home ownership which means they are not being impacted by the foreclosure.

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Of course, this means they may be struggling down the track when they have families or when they become old - but at this stage, the strategy works quite well targeting at younger consumer markets. I believe this is a reason why JB Hi-Fi is doing quite well in Australia compared to others.

Looking at companies made profits today and yesterday, I was looking at Salesforce.com, listed in US, I use their software for customer relationship management (CRM), I loved the company because it is web based or called SaaS - Software as Applications - which means you download it from web, and you can upgrade simply by downloading the new applications - this replaces the traditional requirement of CD-Roms or software installations.

I have been buying their shares since they were first listed and have done relatively well on the company - I am looking for more similar technology stocks - more web based software applications - I really think that is the way to go in future.

Looking across my portfolio - too few tech stocks and too few biotechnology stocks - I have to add more these types of companies. I will, as a starting point, adding some technology exchange traded funds (ETFs) into portfolio - it’s a shame that Australia does not have such ETFs available yet - but I heard they are coming, followed by the gradual success of the iShares series in Australia.

In Australia, good to see strong results for Arrow Energy and Gunns Ltd, although the market were expecting them - a lot of were really related to one-off transactions occurred last 12 months. I am sticking to my rules that look at Opearating Cashlows Statements, not bottom-line profits - as that can be deceiving sometimes. Arrow Energy and Beach Petroleum are 2 of the oil & gas companies I have been following - but I am still unsure about the outlook of the oil - it is still trading between $30 - $40 level, and probably unlikely to go higher until perhaps second half of the year.