SocialPicks.com: Recent activities for Tyler Hiranaka

weakness (LEH, rated SELL)

Tyler Hiranaka — Tue, 25 Mar 2008 16:17:08 -0000

for the moment, it seems like the markets are plush. however, LEH and a few other select financial institutions such as ABK, BSC etc, are not showing strength. perhaps this is due to the lack of confidence in investors.

until we get more strength from LEH, it would be safe to assume that LEH will continue it's bear mode.

however, be sure to watch for this strength because it will probably be coming soon. markets point higher due to the "big scare" being lifted from wall street. unless all people are trading on their own intuition (markets need to go lower), which i highly doubt, the markets will not go much lower from here until the "big scare" returns as "the bigger scare."

monday's action (RIMM, rated HOLD)

Tyler Hiranaka — Sun, 23 Mar 2008 16:05:35 -0000

depending on what happens on monday, tech will most likely follow the markets. earnings on april 2. if they are good, we could see a really big jump. pay close attention to the TA manipulation & market news.

monday's action (LEH, rated HOLD)

Tyler Hiranaka — Sun, 23 Mar 2008 15:13:56 -0000

is quite important. if the financials show weakness there on monday, a breakout into bull mode is highly unlikely. in fact, i highly doubt that even if there is a breakout that it will last.

currently, the markets need to go significantly lower. even though the interest rates will continue to drop to the floor, nothing the fed is currently doing will prevent the drop of our $USD and fight inflation.

think of all the billions of dollars being injected into the currency system everytime a bank borrows through the discount window. simply supply and demand will tell you that the supply far-exceeds demand, which results in lower valuation.

that on top of the many other factors points further down in this bear market. trade with caution if you aren't in cash and watch for the action in the markets [banks] and with the $USD/gold.

commodity consolidation (AUY, rated BUY)

Tyler Hiranaka — Fri, 21 Mar 2008 14:54:57 -0000

commodities have drastically consolidated over the past few days. we found some support in gold here today around the 910 area. should we continue to base here, our uptrend is still vaild.

regardless of the amazing spin the fed put out last week, we still have to remember a few things in this market:

1. banks are still in trouble. just because they can print money whenever they want doesn't mean that they can forever.

2. the more money printed, the lower the $USD.

3. the lower the $USD, the higher we'll see the price of gold.

i'd consider market conditions differently in the long-term perspective when the overall picture of the global & us economy seriously turns for the better. in the action of last week's market, i'd be looking for buying opportunities. however, as of thursday's trading session, i recommend holding cash until monday to see where the markets want to go from this point on. we're going one way or the other from there. a rise back up would be for the short term. a move down would be very bad news for the markets.

quick RIMM play (RIMM, rated BUY)

Tyler Hiranaka — Tue, 18 Mar 2008 19:35:17 -0000

tech seems to be the oversold sector that i wouldn't be too afraid to touch at this point. it'll be a nice quick play before picking up more commodity related stocks.

the spin (LEH, rated BUY)

Tyler Hiranaka — Tue, 18 Mar 2008 19:32:11 -0000

there was wayyy too much spin on this guy today so i had to eat my loss.

1. bad earnings were made to look good
2. there were no liquidity problems because the fed has it's discount window open to lehmann
3. fed cuts rates to .75
4. economic data "not as bad as expected"
5. LEH CFO waiting to speak after the market close.
6. TA is extremely oversold

too much to go up against right now. give it a bit before you short again. as far as BSC goes, i'd personally avoid it like poison

down to where we started today (LEH, rated SELL)

Tyler Hiranaka — Mon, 17 Mar 2008 14:17:06 -0000

i like to put my money where my mouth is.
the $INDU is down only 60 points where asia and europe tanked. i'm expecting terrible earnings from LEH, GS, and MS this week (the important earnings). knowing this, i shorted LEH, the most vulnerable of the three and will probably hold throughout the rest of the week depending on what types of heroes(hawk talk, rate cuts etc) we'll see this week. i going to take a wild guess and bet that we'll end up where we opened today or lower by tomorrow's close.
if you play poker, this is a hand something like AK suited hearts with two hearts on the flop.

by the end of the week i may move onto another gold play, so if you are a subscriber then keep a watch on my move.

earnings (LEH, rated SELL)

Tyler Hiranaka — Mon, 17 Mar 2008 12:17:16 -0000

LEH has earnings on tuesday before the bell. this week we have LEH, GS, and MS earnings this week. be sure to watch for panic selling/buying to be able to buy at favorable points. derivatives are surely going to put quite a pinch into our global financial market system. ouch x 2

good game (BSC, rated SELL)

Tyler Hiranaka — Mon, 17 Mar 2008 12:15:07 -0000

i feel sorry for everyone who bought this on friday. JPM bought them out over the weekend for $2/share. this morning is going to be an ouch morning for some.

earnings (AUY, rated BUY)

Tyler Hiranaka — Thu, 13 Mar 2008 16:21:23 -0000

hmmm... the timing for this move is quite unfortunate as it still puts big question marks in the air. gold is trading ever higher as we march up to 1000. i suspect we may see higher prices soon.

auy however, may linger for a bit and break out on earnings. it's Q4 earnings are on the 25th.

highly speculative trade. i might try some here above 19.50

as far as everything else in the markets go... i'm not convinced that we aren't going lower or higher yet. right now, cash is king. GL