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Posts By: Mike Khouw

Mike: Oil is Dividing Transports (IYT)

By - - Unfinished Bizness on March 1, 2016 7:03 PM 0 Follow-Ups
MikeInitial

The Dow Jones Transportation Index, while slightly less well known than the Industrial Average, has long been viewed as a bellwether for stocks. As an heuristic approach there is some reasoning behind it. Charles Dow created the index even prior to the creation of the better known DJIA, and for many years the group was […]

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Mike: Content providers adapt too – $NFLX

By - - Equities on June 10, 2015 8:04 PM 1 Follow-Ups
MikeInitial

Let’s break this down into two parts shall we? Content and distribution. On the distribution side their offering was essentially unique, but that is no longer true. Content is now on demand pure and simple, they have subs, they have growth, they have scale. Everyone i know subscribes, but subscription services are, ultimately, utilities. They […]

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