Stock Watch

Updated: October 6th 2016

With three weeks of football to use as a measuring stick trends are immerging and we can start to see who the real fantasy stars for 2016 might be. This is also the ideal time to talk trades since teams that are 0-3 might be ready to sell already and teams that are 3-0 might be more inclined to drop their picks on players for today. I am going to look at players to try and buy, or sell, based on how the community seems to be viewing their value. Players will fall into four categories: buy low, sell high, buy high and sell low. The first two seem rather obvious but “Buy High” and “Sell Low” seem counterintuitive. My logic is this, if a player has shown you enough to warrant the price then you should buy now before they are untouchable. Likewise, if a player seems to be trending down but still has brand value to his name it might be time to get something before they become nothing. Alright now that we have the definitions laid out let’s start some trade talks.

BUY LOW, Golden Tate

Golden TateGoodbye Calvin Johnson, hello…. Marvin Jones? When Megatron left the Motor City people immediately saw this as tremendous value for Golden Tate. Instead, Marvin Jones has dominated the Lions’ share of targets (pun intended) and is coming off of a 200-yard receiving performance in week 3. Still, the Lions have no workhorse in the running game and continue to throw the ball at a considerably high rate (120 attempts in 3 games). With games against Chicago, Washington, Jacksonville and New Orleans still on the schedule, I can see Tate being a great complimentary piece to have for the second half of the season.

BUY LOW, Cole Beasley

Cole BeasleyDak Prescott likes to check it down, A LOT! While both he and Tony Romo have used the running game to set up the pass, Romo would often try to push the ball deep downfield to Dez Bryant and Terrance Williams. Instead, Prescott prefers the death by a thousand papercuts approach which has greatly increased Beasley’s role this season. Playing a similar role to Julian Edelman in New England, Beasley looks like a lock to secure 4-7 passes coming across the field and on short curls and screens each game. His floor is much higher than most WR3s, and he’s still underutilized (started in <28% of leagues) in fantasy.  He is likely on just a one-year deal in most leagues, but depending on your situation at WR I could see him being available for just a low draft pick or an underperforming WR3.

SELL HIGH, Todd Gurley

I was originally going to write about LeGarette Blount here, but every other site has been writing up a storm about his dropping value once Tom Brady returns in week 5. Instead, I wanted to create some controversy by saying that you should be selling Todd Gurley. Yes, Gurley is considered to be one of the top dynasty assets today, and yes I know there is no concern about injuries or timeshares in Los Angeles. However, with coach Jeff Fisher signing a new three-year extension he appears to be content with putting out a mediocre roster week-after-week and season-after-season.  What are the chances that the offense becomes any more effective in the next year or two? Taking into account that the team has games against Carolina, New York Jets and Giants, New England, and Seattle still remaining this season I don’t see his opportunities getting much better in 2016. Many owners likely have Gurley on a low rookie contract for either two or three years which may make it hard for you to swallow moving him.  If however you are offered a 2017 1st and either another upstart RB or a sturdy WR you would likely have to seriously consider it.

SELL HIGH, Jets Skilled Players

NYJAfter a monster week 2 that saw the Jets have 3 touchdowns from Matt Forte and 100 yards for Brandon Marshall and Eric Decker week 3 saw the team turn the ball over 8(!) times against the Chiefs. Both receivers also came out of the game less than 100% healthy. These Jet players have currently enjoyed  strong value and could even be great ancillary pieces on a championship team this year. But with the workload that Forte has earned early this season, I find it hard to believe he will  stay healthy come playoff time. Same goes for the oft-injured Marshall who was already questionable coming into the game this past week. Their value will never be higher than it is currently, and you can probably move any of them for a late first or early second in the current market.

BUY HIGH, Mike Evans

 

Mike EvansRemember back in 2014 when it was debatable whether Sammy Watkins or Mike Evans should be the 1.01 in rookie drafts? A lot has changed in just two years and the values of these two have changed quite a bit. Evans has been stellar this season and has established a real connection with second-year quarterback Jameis Winston. His 17 targets in week 3 are mind blowing, and I don’t really see him slowing down anytime soon. It will cost you at least a first round pick to acquire him, but if you have a chance to acquire him this season he’s going to be great. Two matchups in the playoffs against the Saints make him worth every penny.

BUY HIGH, Stefon Diggs

 

Stefon DiggsLaquon who? Stefon Diggs has been a beast for the Vikings the first three weeks of 2016. With concerns about him being a Charles Johnson 2.0, his value was at best lukewarm during the offseason. Currently, he has 47% of the receiving yards in Minnesota’s pass attack. Norv Turner will likely continue to feed his best player. From his fast start to the season there won’t be too much concern about him being a bust, and many of his owners won’t be actively shopping Diggs now. Still, it’s every fantasy player’s duty to at least see what the asking price is, and if it’s reasonable he’s worth it.

SELL LOW, John Brown

 

John BrownDo not be fooled by the last two weeks’ stat line. Brown only played 57% of the team’s snaps and benefited greatly from Palmer throwing 50(!) passes in Buffalo. He then benefited again from a favorable game script that saw the Cardinals down for most of their week 4 game against LA. He still is playing behind Larry Fitzgerald and Michael Floyd and has even seen Jaron Brown take away from his time on the field. With so many mouths to feed (including David Johnson out of the backfield) it will be difficult to rely week to week on Brown. If any team is hurting at their WR I would look to move him their way for any other WR3 at this point.

SELL LOW, Randall Cobb

 

Randall CobbJordy is back! Rodgers is moving the ball again, but Cobb is still lacking from what you would expect from a reliable WR2. PPR scores of 13, 9, and 4 are leaving a sour taste in fantasy owner’s mouths. Unless you purchased him recently, one would assume that he’s being paid pretty handsomely. He still has great name value and the offense he plays in offers the opportunity to have solid fantasy weeks. However, if I had the choice between Cobb and other receivers such as Jordan Matthews, Jeremy Maclin, Emmanuel Sanders or Doug Baldwin I would be moving him without looking back.

More Analysis by Nick Andrews

2.01 Is The New Black

Updated: June 22nd 2016

The RealitySportsOnline (RSO) platform offers a unique way of participating in fantasy football like no other dynasty system. By having contracts, salaries and a salary cap, owners in RSO have to not only be proactive with who they think will be next year’s breakout sleeper but also assign dollar figures to their commitment. Even if they are correct in picking out players and securing them on below market value contracts they still only hold their rights for a maximum of six years (two of which would be on a franchise tag designation for top dollar). It’s not like other dynasty leagues where a player that you take in your start-up draft is your player until he becomes undesirable and is either traded or released.

Knowing that an owner has an incoming rookie for a finite number of years also puts more emphasis on a rookie to perform from year one. Having a player red shirt their first season in the NFL essentially cuts their availability to a starting roster by a third or quarter (depending on your league format) where a wait and see approach can be implemented in other dynasty formats for many rookies. Just ask those who drafted Breshad Perriman and Kevin White in the first round whether they would have rather taken a gamble on a lower ranked receiver such as Stephon Diggs or Tyler Lockett. Would the Melvin Gordon owner, who likely spent a top 3 pick rather have taken one of the Johnson backs later? Of course time will tell if and how successful any of these players will be but so far the first years of their contracts are wasted dollars.

How To Value Each Round

So how does one determine value in rookie picks? More importantly how do we determine the tradability of one pick for a collection of picks and vice versa. For this we first have to look at how real NFL teams look at their collections of picks. In the early 90’s the Dallas Cowboys were winning Super Bowls thanks to a regression model that their then co-owner Mike McCoy created for Jimmy Johnson to quickly evaluate trades. When teams came calling during the draft they added all the values of the picks and if it fell in their favor then they likely accepted the trade. From the chart below you can see the updated model for a 32 team 7 round draft. If you were to extrapolate this data onto a graph it would follow an exponential curve that drops quickly and then levels out near the bottom.

NFL Trade Value Chart

This is the base for which I started looking at how the same principles could be used for a fantasy draft. To make this chart relevant for RSO though we needed to scale the number of teams and rounds down to a normal fantasy league size. For the purpose of this article let’s assume a 10 team league that has 5 rounds. Each pick holds a value between ranges of 3,000 and 1. Factoring the rookie pay scale from last year as provided on the site here we can create a chart of each value for picks 1 through 50. This is done by adding a multiplier to the linear difference between the Pick Value (blue column) and the Cap Figure (green column). The new value with the salary included is then represented in the Added Value column (red column).

Draft Pick Value Chart Round 1 - 3

Draft Pick Value Chart Round 1 - 3

This information is more easily represented via the chart below.

Rookie Pick Graph

The first thing that should jump out is the value of the early second round picks versus the last first round picks. The numbers would suggest that the 2.01 is more valuable than the 1.04 and the 1.10 is valued at a mid-second? Right about now I can feel a collection of you clicking the exit or back button on your browser thinking that I’m crazy. Stay with me here. If you just look back to even last year’s mock drafts it was clear that there was a two headed race at the top between Amari Cooper and Todd Gurley. After them guys such as Melvin Gordon, Kevin White and Nelson Agholor were being thrown around as 3rd and 4th best options. Down at 10th and 11th we have DeVante Parker and DGB. Would anybody say that the first three names are significantly more valuable than these two after the first year? What if I was to tell you that you could have the second group of names for 75% LESS over the length of their contracts!

Depending on your own league the number of teams and rounds will change the value of these picks but for the most part the 2.01 ranged in value from the third most valuable pick to the seventh. So is the 11th player off the board really 2.4 times less productive than the 10th player? Likely the answer is no. Clearly the cap figure for the first pick in the second round is much smaller than that of any pick in the first. So why is this trend something that most people don’t know about or follow? The answer could simply be the same reason why real NFL GMs hold onto and new teams are willing to give former first rounders a second chance, the pedigree that a player drafted in the first round holds.

How To Stay Atop The Mountain

So if you are sitting at the back quarter of your draft, congrats, as you likely won your league or were a week or two away from winning it all. This likely means that you have a pretty solid core of players that will be back next year for another title run. But no team escapes the offseason totally intact so you likely have one or two holes that you would need to fill. As an example let’s say that you would be looking to replace or upgrade your TE for next season.

Finding value in under appreciated talent is a smart way to use back end draft picks

Based on the information about back end drafting I just showcased why not bundle your first and second round pick for a higher second and a veteran player such as a Greg Olsen? If he’s on a reasonably priced contract would he not be better than rolling the dice on a Gary Barnidge or Delaine Walker who you would likely be bidding for in your free agent auction? You’re also saving yourself cap space from your rookie pool that could be used to win a different prized free agent.

Another strategy that can be used if you have multiple first round picks is trading for future picks if you are not sold on selecting incoming rookies. Much like your investment portfolio, it’s good to put your money into different areas to ensure that you yield the best return. Having two or three firsts in a single draft puts a lot of your stock into the success of one class. This also forces you to choose only one of your rookies to tag down the road should any emerge as great dynasty assets. By staggering your picks over years and rounds it allows for you to have a little of each class (or save up for one super class) while not losing a large core of your players at the end of any one season.

Cost efficient rookies turn championship teams into dynasties

The benefits of having a successful offseason are what makes for a successful regular season. Nothing is more rewarding than having a player you got for cheap or the rookie you drafted in the 3rd round be the final piece to a championship season. For me, this past season was a prime example of this philosophy. Having veteran players such as Doug Baldwin and Marvin Jones signed for $3M deals along with Tyler Lockett, who I drafted in the 3rd round, was key to my unexpected championship run. Of course not all of the free agents that are brought in will work out; I’m looking at you C.J. Spiller! The hope is that while others in your league are getting caught up in rookie fever, you are able to save more of your cap room for veterans that you can secure for the same or less value that will for sure be on the field in the coming season.

More Analysis by Nick Andrews

Fold’em or Hold’em: Part 1

Updated: March 15th 2016

Committing to doing a rebuild is often hard for an owner as it often requires an admittance of failure. Whether it’s a slew of bad draft picks, unsuccessful free agent and trade acquisitions or poor cap management, sometimes it is better to just make some tough choices and move on rather than dig the proverbial “hole” for another 5-8 or 6-7 season. For some this might mean starting less than desirable players for a couple of seasons or absorbing large contracts from other teams.

Now that’s not to say tanking is condoned, as this by far is one of the biggest pet peeves and cardinal sins in fantasy football. Instead I am suggesting there might be different strategies with trades, drafts, and free agency spending than a team that considers itself a top contender. This topic is too broad to talk about every situation and strategy; instead it will be broken into two articles. The first is to help distinguish if your situation is a total rebuild, or if you just need to retool at a few positions. The second article will feature more of the strategies involved in three key areas: current roster moves (cuts, trades and franchise tags), rookie draft strategy and free agent spending.

The first aspect before committing to a total rebuild and selling off any older superstars is to take a deep breath and step back for a minute. You should be evaluating your team’s situation and compare it to each team in your league. If the core of your above average starters are still under contract for next season while other teams are losing key pieces you might be able to outbid them in free agency; their losses may become your gain. One of the best features of the RSO “dynasty” format is that there is a greater chance of league parity as even superstar players are usually only on the same roster for a maximum of 3 to 5 seasons.

If, however most of your superstars are departing and it’s unlikely you will be able to afford to tag one or resign them in free agency it may be a good opportunity to start the rebuild ASAP. Rebuilds are often more successful if there are fewer teams trying to rebuild at the same time. Simple economics suggest that too many teams selling players and not enough contenders buying these players will limit their trade values. If you can be a year or two ahead anticipating what other team’s rebuilding period will be it will allow you to maximize your elite and high upside player’s market value. Depending on how cyclical your league’s standings are, it also stands you will benefit from doing trades with contending teams when you are in your own rebuild. This will hopefully build stronger trade relations for when they are rebuilding, and you need that final piece for your championship run. In general I find most leagues function better when owners try to treat their league mates as equal, competent fantasy players rather than trying to always “win” the trade, but trading etiquette is a topic for another article.

The other major event to evaluate each offseason is the rookie draft. The main goal before the draft is to create a rough outline determining: what the overall expectations and value of each rookie class is, the needs of each team in your league (including yourself), where the collection of picks currently are and the tendencies of each owner. Many of you are familiar with preparing your own draft board of either position by position rankings or “tiering” players in groups of similar values. It is also wise to look both one year ahead and one year behind for comparative rankings to evaluate each incoming rookie class. The 1.01 of each year does not equal the value of every first pick before or after it and depends on the depth and talent of each class. The consensus first pick of one year may only be as valuable as the fourth or fifth selection in other years. Early this offseason I have seen several Twitter trades asking if DeVante Parker is worth flipping for the 1.06 or 1.08? Without being a time wizard who can foresee the future it has been expressed by several experts that despite being a mid to late first round value in last year’s draft players like Parker would be the unanimous 1.01 in this year’s draft due to the lower expected level of talent. This is why it is important to do at least some research into future drafts before doing any deals involving future picks.

Once you create a rough draft board this season you will also need to assess what every team in your league perceives the current draft classes’ value to be. You should watch for verbal and nonverbal giveaways about what owners are preparing for their offseason strategies. Is an owner talking up a large portion of first round talents or making moves to acquire a large quantity of picks in a single draft? These are owners to take note of, as they are likely a trade partner that you can be working the phones with right before the draft. Other owners might be looking to add to their team, either as depth for future free agents or perennial starters. Since RSO rookie drafts occur before the free agency auction some owners may look to fill a portion of their roster with incoming rookies should they not have the funds available to likely retain or buy superstar free agents. If these owners are contending teams that just need to bolster or replace a weakness with their starters they might not want “project players” that usually fall to the end of rounds that may take two or three seasons to produce. Depending on your place in the draft, draft capital and whether you see your team as a rebuild or a retool there are a couple of strategies that can be used to greatly increase your chances of having a successful turnaround this offseason.

So now that we have gone through all the key aspects to look at throughout the offseason, we need to decide to either retool pieces of our team or totally tear down and begin anew. First, evaluate your starting line-up from a year ago. Is your core going to be significantly weaker than at least half of other team’s returning players? Do you have enough cap room to be able to compete for expected free agents this offseason? If you are losing significant ground on your opponents before the offseason starts and are pressed against the cap it might be best to act now to avoid prolonged exposure to fantasy’s middle of the pack purgatory seasons. Second, what is your current draft capital? If you traded many of your first and second round picks for a championship run or expected “upside” players that didn’t work out, it might be time to cash out with whatever value you can return and hit the reset button.

Not every season that ends without a championship has to be deemed a failure. Sometimes with even the best roster there are just unlucky weeks that change the landscape of standings and playoff results. The best thing you can do is recognize whether your 2015 season was truly unlucky or your team really was a step behind others and go down the appropriate path this offseason. The second part of this article will hopefully present information and strategies to help you set your team down its future championship path.


 

Bio

Nick is a Sports Administration graduate in Canada who has worked/interned with two NFL organizations. His 7 championships allow him to mock and ridicule relentlessly across his three different family and friend’s leagues to a point of annoyance. While the value of those championships is meaningless in terms of his professional enhancement he will subtly place them as “related skills” in his work applications.

More Analysis by Nick Andrews