CNBC's Fast Money Tim Seymour thinks that strong employment numbers are good for financial sector and in the space he likes Bank of America (NYSE: BAC) and Wells Fargo (NYSE: WFC).

Tim Seymour thinks that Wells Fargo (WFC) will probably have to issue equity to repay TARP, but believes that it is already in the price. He also likes Goldman Sachs (NYSE: GS) at $165.

Bank of America (BAC) jumped 3.30% today and closed at $16.28, while Wells Fargo (WFC) added 1.77%. Goldman Sachs (GS) was also up today with 1.79% increase in the price. GS closed at $167.24.

Enterprise Marketing Platforms are becoming a burgeoning opportunity as marketing remains one of the few core business functions still relatively early on the technology adoption curve.

Wells Fargo (NYSE: WFC) believes that over the next several years, marketing automation software will enjoy greater customer uptake. They are particularly positive on the growth prospects for enterprise marketing platforms composed of a suite of inter-related and integrated marketing functions

Here is a list of some major Application Software companies.

Adobe Systems Inc. (NASDAQ: ADBE), Aspen Technology, Inc. (OTC: AZPN), Blackbaud, Inc. (NASDAQ: BLKB),
Deltek, Inc. (NASDAQ: PROJ),Intuit Inc. (NASDAQ: INTU), Oracle Corporation (NASDAQ: ORCL), Salesforce.com, Inc. (NTSE: CRM),
SuccessFactors, Inc. (NASDAQ: SFSF),
Unica Corp. (NASDAQ: UNCA) and Vocus Inc. (NASDAQ: VOCS).

During the current recession, marketing budgets overall appear to have been disproportionately negatively impacted and this has affected stock performance of those companies with strong marketing budget exposure. The Marketing Supply Chain Institute estimates total worldwide marketing spends at around $2 trillion.

My favorite quote from Charlie Munger is:

To a man with a hammer, everything looks like a nail.