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Shlomo Wiesen's  Instablog

Shlomo Wiesen
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My specialty is the hi tech sector- I work as an analyst in search engine optimization, so I have an acute understanding of some of the biggest companies in the world, all of whom use search technology in some way, shape, or form (Google, Microsoft, Apple, Twitter, Amazon, Facebook, & Yahoo).
My company:
Kahena Digital Marketing
My blog:
about.me page
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  • Google Emulating DuckDuckGo Search Results?

    A few months ago, I pointed out that Google (NASDAQ:GOOG) is afraid of DuckDuckGo and their huge growth, in the wake of the NSA PRISM scandal.

    After the NSA scandal leak, Google began to raise the percentage of encrypted searches from roughly 50% to a fast track toward 100%. Of course, DuckDuckGo's searches have always been 100% encrypted.

    I noticed in beta testing that Google began to experiment with removing the underline from titles in their search results. And now, Google has officially removed the underline from all SERPS.

    DuckDuckGo search results do not have underlines, and while very speculatory, this could be another item that Google is taking from DDG and copying.

    The search results do look much cleaner now, and I'm sure the switch was backed up by strong A/B testing.

    Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

    Tags: GOOG
    Mar 29 4:39 PM | Link | 6 Comments
  • CVM Insider Buying

    I sold my shares of CVM a few months ago, because I got fed up with CEO Geert Kersten's shifty messages. He kept promising something big, some sort of surprise, but the only constant was a depreciation of the stock price, dilution, and a very big salary.

    However, as with any small cap biotech, insider buying makes people notice. Geert just bought 300,000 shares, and as the CEO of a tiny company in the middle of phase III testing for Multikine, well, that's kind of a big deal.

    It's tricky to speculate about insider buying, and could be that Kersten is trying to drum up interest by buying what isn't a necessarily huge amount of shares, but regardless, it is noticeable.

    I would feel more comfortable in buying CVM if the dates and timelines were more open. I really have no idea when Multikine might come to fruition, and it is for that reason that I am still holding out from buying. Something is still fishy.

    Tags: CVM
    Jan 18 3:45 PM | Link | 2 Comments
  • Rite Aid Will Catch The Flu Bounce

    Last year, flu season began in February. This year it has already started, which makes it the earliest start to the flu season in over 9 years.

    According to the Centers for Disease Control and Prevention, this year's flu season could be one of the worst.

    With this early flu outbreak conveniently starting during National Influenza Vaccination Week, Rite Aid (NYSE:RAD) already has an attractive offer: From now until December 15th, flu shots are available in Rite Aids for $24.99.

    The flu shot costs $32 at CVS (NYSE:CVS), and Walgreens' (NYSE:WAG) website ominously doesn't state the price. A phone call to one of their pharmacies revealed the price to be $32 as well. Looks like Rite Aid picked the right flu season to slash their price.

    Much like the swine flu furor sent biotechs soaring, a mild flu fervor can send pharmacy stocks higher, in a kneejerk sort of way. Though this flue season will be nothing like the swine flu outbreak, a furor is still a furor. Rite Aid might not go up 300% like some biotechs did during the swine flu outbreak, but at a dollar a share, I am confident that a 10-20% gain could happen rather quickly.

    And as an aside to the flu boost, Rite Aid itself is not necessarily the doom and gloom company that many are portraying it as. Sure, they have pretty much lost out to big brothers CVS and Walgreens, but a bottom seems to have been hit, and the future might not be as bleak. This past quarter showed gross margin actually rising 1%, and front end sales rose 1.4%. Granted, pharmacy sales declined .7%, but with a potential flu vaccine boom coming ahead, that could change next quarter.

    A company with $26 billion in yearly revenue and $6.8 billion in profit last year seems like it could hang on a lot longer than its $1 share price would indicate. Granted, the $6.2 billion debt isn't necessarily pretty, but between being a potential buyout target to a kneejerk bounce from a likely flu outbreak furor, I like Rite Aid for the next few weeks.

    Disclosure: I am long RAD.

    Additional disclosure: I may initiate a long position in CVS in the coming days

    Dec 05 4:09 PM | Link | 1 Comment
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