Archive for Stock Watch

Looking back, Jesus Aguilar had so many forces working to hold down his pre-season value, I’m amazed some teams rostered him (566th in NFBC ADP). While he had the tools for a breakout, it’s tough to find actionable pre-season moves to prevent similar players from slipping through the cracks. Once he got the opportunity to play, owners should have jumped in to roster him.

The first item to consider in the miss is that Aguilar’s projections weren’t glowing. Of all projected hitters in our pre-season depth charts, he came in at 245th by OPS. Not the best ranking for a 1B, especially compared to his teammate Eric Thames.

Here are the pair’s various OPS projections coming into the season.

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Every season a few hitters come out of nowhere to become major fantasy contributors. And by nowhere, I mean no one targeted them at all during draft season, even in 50-man roster draft-and-holds. This past season, Max Muncy, Joey Wendle, and Luke Voit provided fantasy production for nothing. An interesting trait for each of these hitters is that savvy teams targeted them in trades before the breakout. In recent seasons, these breakouts include Chris Taylor. Jose Martinez. and Jesus Aguilar. While the general public doesn’t have the same resources, scouts, and data as major league teams, I found the general traits some teams are looking to acquire.

I asked for help in creating the list. I end up with many responses but I wanted productive hitters on no one’s radar. I removed a suggestion if the hitter was on any top-100 list (e.g. John Hicks) or if they were ever an MLB regular (e.g. Scooter Gennett). In the end, 12 hitters made the cut: Chris Taylor, Max Muncy, Luke Voit, Joey Wendle, Jose Martinez, Jesus Aguilar, Teoscar Hernandez, Adam Duvall, Daniel Palka, Eugenio Suarez, Mitch Haniger, and Justin Turner.

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Today, I start the process examining who the industry, owners, and myself missed on with their preseason evaluations. Did a smoking gun exist and everyone missed it or was there no way to guess the outcome?  I’m going to start with two pitchers who had smoking guns, I wrote about the smoking guns, and then I totally ignored them.

The two starters are Gerrit Cole and Anibal Sanchez. Back in February, I highlighted both in a pitch mix change article. Looking back, I made a convincing case for taking a chance on either one. I spent a few hours doing the research and when it came to draft day, I never picked up a share. I failed as both overperformed.

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Note: If there ever was an article in flux it’ll be this one. Even though I’m the official author, Paul Sporer will be adding to it. At the time of publishing, the Rockies and Dodgers lineups were not available. Also, I’m off to read as much as I can until the game starts. Check back for updates or re-ranks.

Many fantasy owners expected the 2018 season to be over yesterday but it’s not. Two games are being played to decide the NL West & Central. Non AL-only owners need to quickly decide if today’s games count in their standings, can they change their lineups, and add players.

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In my last article, I contemplated if fantasy owners care too much about who to add and not enough on who to drop. I’m going run an experiment over last few weeks of this season to see what can be extracted from league drop trends.

For reference, I’m going to analyze the 34 leagues in the NFBC Main Event. These are 15-team mixed leagues using batting average and no trading. With each team putting $3K on the line, more of these owners haven’t thrown in the towel than in most leagues.

This first week, I went through the 30 most dropped players. The reasons behind the most dropped players were obvious, mainly they were hurt, lost a role, or demoted. Next week, I may concentrate on the players dropped between 5 and ten leagues. These players aren’t the most obvious drops and analyzing them may be the most helpful.

Name: Number of teams who dropped him (of 31)

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In my chat last night, I felt I was not informed enough on a few players and I am going to examine a couple today, Luke Voit and Billy McKinney. Both are producing and playing regularly with their new teams. They could be a couple nice sleepers in deeper leagues over the season’s last month.

Luke Voit

I laughed when Yankees picked up Voit from the Cardinals at the trade deadline. I figured they’d make an impactful move, which wasn’t Voit. I’ve been wrong so far.

In his first 20 games with the Yankees, the 27-year-old first baseman started just four of them. In the last four, he’s started three going seven for 11 with three homers. On the season, he’s hitting .325/.400/.625 supported by a .444 BABIP.

Before getting too far along finding a value for Voit, a quick Greg Bird detour needs to be made. Simply, he has been horrible hitting just .199/.288/.390 on the season. The playoff-bound Yankees can’t expect to make it far in the playoff with a first baseman hitting like a catcher. I additionally checked to see if Bird was nursing an injury and nothing. It seems like Voit may have won the first base job. At least until reality sets in. While Gary Sanchez may return and play some first base, I will just assume Voit will have the full-time role until he doesn’t.

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With the non-waiver trade deadline over, it’s time to focus on mixed-league actionable moves. With most of the trades, a player’s value didn’t change enough to make a roster transaction. For example, Chris Archer was owned in all leagues before the trade from the Rays to Pirates and will be owned in all leagues after the trade. Many of the biggest trades are just mixed-league irrelevant. I ranked the players who should be moving on and off rosters in the next few days as the dust settles.

Note: I’m 100% sure I missed something obvious. There was just a ton of moves. I will update this article as I find more players or my obvious errors are pointed out.

Top Gainers (Waiver Wire Targets)

• Jose Leclerc (Rangers): After the trade of Keone Kela to the Pirates and Jake Diekman to the Diamondbacks, the Rangers have a new closer. The 24-year-old righty has been a dominant setup man this year with a 12.7 K/9 and 2.27 ERA and should be a fine closer. There is a chance Alex Claudio gets this role.

• Kirby Yates (Padres): If owners were reluctant to roster own him with the chance he’d also get traded, they can pick him up now.

• Mychal Givens (Orioles): With Brad Brach, Darren O’Day, and Zach Britton traded away, Givens is in line for a handful of Saves.

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Yesterday, I examined hitters who owners missed on preseason and what could be done to prevent such mistakes in the future. Today, the underachievers go under the microscope. In my previous article, I used Paul Sporer’s “All First Half” articles for reference. With no underachieving articles out yet, I will look for players with differences in ADP and current rank using our auction calculator.

Extended Injury Stays

Daniel Murphy

I lamented last offseason about missing out on J.D. Martinez’s great 2017 season. I didn’t want to miss out again and was willing to take a chance on Daniel Murphy’s discount.

When I created his projection, I account for six weeks off but it was on the short side. Additionally, once he returned, he wasn’t productive for a few weeks but has a .859 OPS in July.

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We are all learning, modifying, or destroying ideas all the time. Rapid destruction of your ideas when the time is right is one of the most valuable qualities you can acquire. -Charlie Munger

It’s time to see if I need to adjust my fantasy baseball beliefs by analyzing the first half busts and breakout lists. While it’s great to acknowledge these players, owners need to sit down and figure out why everyone missed on them. By hitting on one or two of these breakouts, a team could be competing for the top spot. Here are the groups and how to identify the breakout next preseason.

For the player situations I analyzed, I’m used Paul Sporer’s First Half All Value Stars and Fantasy Team for inspiration. I looked for actionable traits or tells which can be used next season.

Unknown Playing Time

Jesus Aguilar

Everyone understood coming into this season that the Brewers playing time situation was going to be a mess, so not owning Aguilar is understandable. He was to be in a platoon with Domingo Santana with middling projections. The deal with Aguilar, he really didn’t have a horrible platton split. It was .372 wOBA vs .338 wOBA in 2017. It’s .444 vs .405 this season.

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Yesterday, I discussed the seven players whose ownership rate jumped the most in CBS leagues. Today, I’m going to check in on the dropped players. I often find opportunity here a pitchers coming off one bad start get jettisoned or a hitter in a cold spell are kicked to the curb. The dropped list is a bit tougher to analyze, though, as many of them were bitten by the injury bug and placed on the DL, or demoted to the minors. So I’m only going to include those that are healthy and remain in the Majors.

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