Archive for Stock Watch

This past weekend I was again honored to be asked to participate in the 15-team Tout Wars auction held bright and early on Saturday morning at Staten Island’s Richmond County Ballpark. After a short ferry ride, I caught up with old friends and then auction began. Like last year, it rolled at a fast pace and ended in about four hours later. While my final team’s roster doesn’t resemble any team I’ve previously rostered, it has a nice chance to compete.

Prep

The biggest decision I made when constructing this team happened months ago when I looked back at my 2017 fantasy teams and found my pitching way outperforming my hitting.

To help offset this final imbalance, I decided to go with a 70%/30% hitter/pitcher split. Over the past few seasons, this league’s split has been 67.8%/32.2%. The difference works out to a $6 difference. I am not married to reaching this exact mix at the auction but it gives me a general guideline to follow. It had a side effect I didn’t fully understand but the anomaly ended up driving my auction.

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Chasing Saves frustrates many owners as injuries and poor performance piles up. Trying to accumulate Saves can be a tiring game with roster spots and FAAB wasted on arms who only keep their job for a week or two while piling up a 5.00 ERA and 1.50 WHIP. Last pre-season, I went through and examined reliever talent and how likely they were they were to keep their job. It’s time to give the 2018 bullpen arms their chances to make it a full season.

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The ADP movers over the past two weeks can generally be group into several specific categories. Others are off on an island. I’ll examine the outliers and place others into their obvious groups (full top 245 at the article’s end).

Billy Hamilton (60 to 62)

I’m not sure why Hamilton has fallen a bit as the draft season has moved on. One theory I can make up is that owners are drafting with a more balanced approach and they don’t need to reach for Hamilton. The problem with Hamilton is he is a complete sink on your team in every other category besides steals. I have him as the 61st ranked hitter so he’d be lower with pitchers added so I can understand the drop.

Justin Turner (85 to 83)

I don’t think he’s moved as much as everyone else around him started moving. The talent curve begins to flatten at this point and small value changes can lead to bigger jumps.

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In a few days, the Great Fantasy Baseball Invitational will begin drafting. The invitational is the combination of 13 different 15-team leagues full of the industry’s best and brightest (and Howard Bender). We’ve been given our draft positions and I got the third pick. After Arizona installed the humidor and dinged Goldschmidt’s value, the pick has no easy options. Instead of focusing on the first-round pick, I’m going to dive into my second and third round options to hopefully make a better choice with the first one.

With any draft or auction in which my draft pick is known, I plan my first two to three picks. Beyond that point, the variables increase, plan is out the window, and owners need to target values and needs.

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I’ve been prepping for two AL-only leagues, so the today’s thoughts only involve mainly AL hitters but can be extended to either league. While working on my evaluations here are some observations.

Create a plan for the injured X-factors

The two hitters who could carry a fantasy team, if healthy, are Michael Brantley and Miguel Cabrera. If (BIG IF) they get a full season of healthy plate appearances, I’d not be surprised if they were top-20 hitters. Owners aren’t showing a ton of faith since Cabrera’s ADP is at 95 and Brantley’s at 245.

No one knows for sure how they’ll perform so owners need to know before the draft where they feel they can gamble on rostering them. Owners need to make this decision ahead of time, not on the fly in a draft or auction. Come up with a plan you can live with and stick to it. Their evaluations can be adjusted as detailed reports become available from spring training on their health.

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Since NFBC ADP (average draft position) data has been available here at FanGraphs, I’ve kept the weekly values. Here are some biggest ADP movers over the past three weeks who started or ended up in the top-250 picks.

A note to remember is that a move at the top is more important in the steep section of the talent curve instead of later with the talent levels off.

Justin Verlander +2 (37th to 40th)
Zack Greinke +2 (44th to 46th)
Robbie Ray +3 (44th to 47th)
Yu Darvish +2 (50th to 52nd)

The second-tier starting pitchers are dropping in ADP. This drop is not surprising as my podcast mate, Rob Silver has noticed this spending trend away from starters in previous seasons.

I usually find it closer to 68/32 or 69/31 by March.

— Rob Silver (@RobSilver) January 25, 2018

I don’t see either of these pitchers as dropping in value, just the overall hitter-pitcher mix.

Alex Bregman -2 (34th to 32nd)

Owners are liking Bregman more and more. I think he’ll eventually be going in the second round regularly as owner have a “fear of missing out” with him

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The lights-out middle reliever is making a huge inroad as being a valuable fantasy asset. Some are throwing nearly 100 innings and with 10 K/9 or better. Along with their great rate stats, they are a cheap option instead of many back-of-the-rotation arms. Al Melchior did a great job highlighting some of these arms this past week. I’m going to take his list and find out when they are going in NFBC drafts and compare them to the starters going around them to find any possible values.

One note to remember is that NFBC drafts are 15-team leagues with 9 pitchers per team with a decent number of pitchers on the bench for streaming. My plan is to acquire one of these non-closing studs and use him as a “streamer” when one of my pitchers has a tough matchup (e.g. road game at Colorado).

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With prospect week happening on the main website, I’m going to look at the hitting prospects ranked by their NFBC ADP (average draft position). This will be the batter’s value just in redraft leagues, not in keeper or dynasty leagues. I’ve included the player’s average, low, and high ADP values along with their Fangraphs prospect ranking.

Ronald Acuna (133 ADP, 88 min, 207 max, #2 prospect)

As the first rookie hitter off the board, his price is just a little too high for me considering the options available after him. He’s a talented ball player who is consistently ranked as either the #1 or #2 prospect in the game. He’s going to be good but how good in 2018 is the question. I have two reservations about him.

First, the no league has had a chance to adapt to his weaknesses and then have Acuna adapt back. Even pitchers found Mike Trout’s “weakness” and he had to adapt. Acuna will need to also. The question will be when the adaptation will occur and how long will it take. Will it happen in the minors and take a couple months? Or will happen in the big leagues and only be a week or two. This adjustment time could really frustrate owners.

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Alex Reyes was considered to be a top-5 prospect coming into the 2017 season. Then his elbow gave out and he eventually needed Tommy John surgery. He’s nearing completion of his recovery and the Cardinals are considering when he’ll return and his role.

Wanting to protect their top prospect as much as possible, the Cardinals have set a soft target of May 1 as a likely return date for Reyes. What hasn’t been so explicitly defined, though, is what role he’ll fill upon that return.

Long term, the Cardinals have every intention of using Reyes to anchor their rotation. MLB Pipeline recently ranked Reyes as the seventh-best right-handed pitching prospect, and he likely would have been higher on that list had he not just missed a full season.

But given the recovery process Reyes has undergone over these last 12 months, the Cardinals intend to be cautious in 2018. Their preference, as stated multiple times this offseason by president of baseball operations John Mozeliak, would be to have Reyes first come out of the bullpen.

For fantasy owners, they could take a chance on having an elite arm as a starter or reliever. With so many possible unknown outcomes, the following is a breakdown of 2018 value.

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Whether I like it or not, I’ve opened Pandora’s box on year-to-year consistency. The concept states that if a hitter’s overall year-to-year production is consistent, the consistent production will continue. Therefore, good, consistent hitters should be valued more highly since owners know what they’ll be getting on draft day. The problem is that consistent overall production doesn’t lead to future consistency.

The discussion started last week when I wrote that Eric Hosmer and Edwin Encarnacion had similar fantasy values but Hosmer’s NFBC ADP (average draft position) was quite a bit lower. Reader’s stated in the comments they devalued Hosmer because of his year-to-year inconsistency.

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