In considering what the war (s) will do to investments.
War accelerates changes.
Therefore what was changing before, will change even faster
IMO the Web was growing, will grow faster.
On-line shopping......
Discount buying
Bank and credit card consolidations
Price wars
Continueing disclosures of crooked companies, and consolidations such as Csco buying competitors or consolidations in the software industry.
A rapid increase in technology development and use by the military
Too many changes to be much help in finding and investment, a risky LTBH environment, but could help in
specific company evaluations.
Ebay and Amzn and even Yhoo would benefit. Dell too, with companies more concerned about expenses
I would expect the best results could be found in looking at both the low end and the specialty retailers
The trend of people being to buy cheap or discounted items
Thus Walmart, Hd and Low would displace more mom and pop stores or local lumber stores..
Another trend is to buy something different from the common goods and clothes carried in common by major
retailers like Sears or JCP.
Could look to the specially shops like gps, ann, tsco, etc to do well
With $4 gas in Calif people would look more to home entertainment and pets
Projection TV , video games, or pet supplies from Petm
If Airline rates increase and fear of travel remains, then overseas travel and expensive vacations would not be so popular
Look to entertainment parks, family travel situations like Las Vegas and Disneyland to increase and for the lower price travel lodges to do well.
Gas prices could be very tricky, could drop like a stone if Iraq gets taken over.
Another attack on an airline, or weapons found in cargo ships, would increase even more the purchase or
exxplosive detectors, chemical detectors, x-ray machines
Guess correctly and fortunes can be made, will be made
Sig. |
