NASPAQ – Pac-12 Stock Report : Week 5

6 10 2010

I could have told you before the season that the top games in the country will be coming from the Pac-12 this year, but the entire nation got to see the national forecast on Saturday – Oregon Reign!

The Ducks have proven twice this year that sitting on a lead is a recipe for disaster against them. The Oregon Reign comes without warning, causes flash floods and can pour all game long. Andrew Luck had trouble seeing through the green haze and was struck by lightning trying to tackle Eddie Pleasant after he returned a fumble to the Stanford three yard line.

Even worse than the loss for Stanford is that Oregon exposed weaknesses throughout their team. Last year the Cardinal had a slow defense with a weak secondary and they did little to dispel those notions. Despite Stanford’s success in the red zone and Stepfan Taylor’s (STEP) 113 yards rushing, they didn’t have much success running the ball up the field. The key to beating the Ducks is a strong run defense and controlling the clock, and Stanford wasn’t able to do either. Despite all the points there were some great defensive performances during the game. Cliff Harris (CLIF) had two interceptions and his stock would have gone up even more if he didn’t fumble away a kickoff. Oregon’s defense continues to give up yards in bunches, but their defense matches the offense’s big play ability by forcing turnovers. James Dockery (DOCK) saw a 44% increase in his stock after getting two interceptions and the game clinching interception two out of the last three games.

Defensive Players Market

Symbol Δ Δ% Total
Akeem Ayers UCLA AYER ↑ 10 8% $125
Rahim Moore UCLA MOOR $100
Vontaze Burfict ASU BURF ↑ 5 5% $100
Mason Foster UW FOST ↑ 10 11% $95
Jurrell Casey USC CASE ↑ 5 5% $95
Omar Bolden ASU BOLD ↑ 5 5% $90
Stephen Paea OSU PAEA ↑ 10 12% $90
Casey Matthews Oregon MATT ↑ 5 6% $85
Mike Mohamed Cal MIKE $80
Trevin Wade Arizona WADE $80
Brooks Reed Arizona REED $80
Tony Dye UCLA DYE ↑ 5 7% $70
James Dockery OSU DOCK ↑ 20 44% $65
Malcolm Smith USC SMIT ↑ 5 10% $55
Cliff Harris Oregon CLIF ↑ 15 37% $55
Richard Sherman Stanford THOM ↓5 9% $50
TJ McDonald USC TJMC ↑ 5 11% $50
Owen Maracic Stanford OWEN ↑ 5 14% $40
Shane Skov Stanford SKOV ↑ 5 14% $40
DJ Holt Cal HOLT $25
Michael Thomas Stanford THOM $20
Patrick Larimore UCLA LARI ↓5 20% $20

Washington’s defense looked good coming off a bye week and forced Matt Barkley into some bad passes in critical situations down the stretch. With Arizona State coming to town they will have a chance to see their stock rise even more.

Defensive Unit Market

Symbol Δ Δ% Total
Oregon Defense ORED ↓ 5 3% $125
Arizona Defense ARID $85
Utah Defense UTAD $80
ASU Defense ASUD ↑ 5 8% $80
Cal Defense CALD $65
USC Defense USCD ↓ 10 14% $60
Stanford Defense STAD ↓ 10 14% $60
UCLA Defense UCLD ↓ 5 7% $60
OSU Defense OSUD ↑ 10 28% $45
Colorado Defense COLD ↑ 5 14% $40
UW Defense UWD ↑ 5 14% $40

Quarterback

The Stanford Cardinal finally ran out of Luck this weekend, but it wasn’t entirely the quarterback’s fault. His stock went up $5, because of his solid play in the first half, but Luck will need to prove that he can produce when the running game is not working. Jake Locker (LOCK) has finally played like the game breaker that he was touted as  in the off-season. Now that they have the road win off their backs they’re looking like a much more confident team. They have a tough game this weekend against Arizona State, but we’re bearish on (LOCK) for the next couple weeks.

Team Symbol Δ Δ% Total
Andrew Luck Stanford LUCK ↑ 5 3% $150.00
Nick Foles Arizona FOLE $140.00
Matt Barkley USC BARK ↑ 5 4% $130.00
Jake Locker UW LOCK ↑ 20 25% $100.00
Kevin Riley Cal RILE $70.00
Jordan Wynn Utah WYNN $65.00
Darron Thomas Oregon DARR ↑ 20 57% $55.00
Tyler Hansen Col HANS ↑ 5 12% $45.00
Ryan Katz UCLA PRNC ↑ 10 66% $25.00
Kevin Prince OSU KATZ $25.00
Steven Threet ASU THREE ↓5 33% $10

Wide Receiver

There was some movement at the top of the wide receiver list with Jermaine Kearse (JERM) overtaking Juron Criner in total value at $75. J-Kearse had six catches for 92 yards, but had a couple drops in the game.  His teammate Devin Aguilar (AGUI) hauled in 5 balls for 83 yards and a 46 yard touchdown pass.  Robert Woods (WOOD) didn’t record any catches but his 56 yard kickoff return prevented his stock from falling. Ronald Johnson (ROJO) continues to impress this season, but hasn’t been able to find the end zone at the same rate of his week one performance when he caught three touchdown passes.

Team Symbol Δ Δ% Total
Jermaine Kearse UW JERM ↑ 5 7% $75
Juron Criner Arizona CRIN $70
Ronald Johnson USC ROJO ↑ 5 8% $65
James Rodgers OSU JROD $55
Jeff Maehl Oregon MAEL ↑ 10 22% $55
Marvin Jones Cal MARV $45
Robert Woods USC WOOD $30
Doug Baldwin Stanford BALD $25
Devin Aguilar UW AGUI ↑ 10 66% $25
David Ausberry USC BERY ↑ 5 33% $20
Keenan Allen Cal KEEN $15
DeVonte Christopher Utah DEVO $15

Running Back

We had three performances this week with running backs going over 200 yards. LaMichael James (LMJ), Allen Bradford (BRAD), and Johnathan Franklin (FRNK) all eclipsed the number and scored touchdowns. Bradford saw the largest increase in stock by going up 80% in USC’s loss to Washington. If Lane Kiffin knew how to call a game he would have run Bradford more and taken him closer to the 300 yard mark.

Team Symbol Δ Δ% Total
JacQuizz Rodgers OSU JQR ↑ 10 8% $125
LaMichael James Oregon LMJ ↑ 20 15% $150
Shane Vereen Cal VERE $95
Chris Polk UW POLK ↑ 10 13% $85
Kenjon Barner Oregon BARN ↓10 28% $25
Johnathan Franklin UCLA FRNK ↑ 20 66% $50
Nic Grigsby Arizona GRIG $25
Allen Bradford USC BRAD ↑ 20 80% $45
Cameron Marshall ASU MRSH $20
Marc Tyler USC MARC ↑ 5 25% $25
Deantre Lewis ASU DEAN ↑ 5 16% $35
Stepfan Taylor Stanford STEP ↑ 10 66% $25

IPO’s

One player that’s made a huge impact for his team in the past few weeks has been Derrick Coleman (COLE) of UCLA. He had 185 yards and three touchdowns against Washington State and 94 yards and a touchdown in the upset over #7 Texas. He’ll face a salty defense against Cal this weekend where the Bruins haven’t won since the 90’s. Two wide receivers have caught our attention lately, the 6’5″ Jared Karstetter (KARS) of Washington State, and Kerry Taylor (KERY) of Arizona State. Karstetter uses his size well and lit up UCLA’s talented secondary. Taylor has great body control and concentration to haul in tough grabs. His over the shoulder catch against Oregon was a thing of beauty.

Team Symbol Δ Δ% Total
Derrick Coleman UCLA COLE $25
Jared Karstetter WSU KARS $20
Kerry Taylor ASU KERY $15

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NASPAQ – Pac-12 Stock Report : Week 4

1 10 2010

Someone once said “To be the best you need to beat the best” and that’s precisely what the Pac-12 did with the non-conference schedule. If anybody saw the BigTen last week you would notice that they didn’t play a single compelling game. There were no ranked teams, and zero BCS opponent on the BigTen schedule. Meanwhile, the Pac-12 has beaten top ten teams in back-to-back weeks.

On to the action!

Defensive Players Market

Starting with the defense this week, if you purchased stock in Akeem Ayers (AYER) like the Week 1 NASPAQ suggested then you should feel pretty good about yourself. He sacked Garrett Gilbert so hard that it looked like a level 5 tornado hit him which forced a fumble. Ayers later had an interception to help the Bruins upset then #7 Texas. Another Bruin that contributed the biggest momentum shift in the game was Sean Westgate (WEST). His forced fumble on special teams gave UCLA the ball at the three yard line and they were much more confident after getting on the scoreboard. Stanford’s Owen Marecic (OWEN) had a moment during the Notre Dame battle that was reminiscent of Reggie Miller scoring 6 points in 4 seconds against the Knicks. Marecic scored on a one yard dive play, but since he starts at both linebacker and fullback he was right back on the field intercepting Dayne Crist and returning it 20 yards for a defensive touchdown.

Team Symbol Δ Δ% Total
Akeem Ayers UCLA AYER ↑ 20 21% $115
Rahim Moore UCLA MOOR ↑ 10 11% $100
Vontaze Burfict ASU BURF ↑ 10 11% $95
Jurrell Casey USC CASE ↑ 5 5% $90
Mason Foster UW FOST $85
Omar Bolden ASU BOLD ↑ 10 13% $85
Mike Mohamed Cal MIKE $80
Trevin Wade Arizona WADE ↑ 5 6% $80
Brooks Reed Arizona REED ↓ 5 6% $80
Casey Matthews Oregon MATT ↑ 10 14% $80
Tony Dye UCLA DYE ↑ 10 18% $65
Richard Sherman Stanford SHER ↑ 5 10% $55
Malcolm Smith USC SMIT $50
TJ McDonald USC TJMC ↑ 15 50% $45
Cliff Harris Oregon CLIF ↑ 10 33% $40
Owen Maracic Stanford OWEN ↑ 15 75% $35
Shane Skov Stanford SKOV ↑ 10 40% $35
Michael Thomas Stanford THOM ↑ 5 25% $25
Patrick Larimore UCLA LARI ↑ 5 25% $25
DJ Holt Cal HOLT ↑ 5 25% $25

Defensive Units

A week after Cal was lit up for 500 yards and 52 points against Nevada, they look like the best defensive team in the conference by holding Arizona to ten points. The Bears were dominant for the first 57 minutes of the game before giving up a 51 yard pass to Juron Criner that set up the game winning score. If their offense and defense ever click during the same game they could be a great team. We’ll find out more about Oregon’s defense this week, but they looked porous against Arizona State as they gave up 600 yards of offense. The seven turnovers are an indicator that this an aggressive unit, but they may be prone to giving up big plays.

Symbol Δ Δ% Total
Oregon Defense ORED ↓ 5 3% $130
Arizona Defense ARID ↑ 10 13% $85
Utah Defense UTAD ↑ 10 14% $80
ASU Defense ASUD ↑ 15 23% $80
USC Defense USCD ↑ 10 16% $70
Stanford Defense STAD ↑ 10 16% $70
Cal Defense CALD ↑ 15 30% $65
UCLA Defense UCLD ↑ 15 30% $65
Colorado Defense COLD ↓ 10 $35
OSU Defense OSUD ↓ 5 12% $35
UW Defense UWD $35

Quarterbacks

This was an off week for our quarterbacks based on the numbers, but that could have been a result of the competition this week. Matt Barkley (BARK) has looked great in the box scores, but he could easily have thrown 10 interceptions this season. His style reminds our analysts of the Chicago Bears Jay Cutler in that he has too much confidence in his arm strength and tries to squeeze the ball in tight spots. His stock continues to rise, but we see this as a bear market after the game against Washington. Down in the desert Steven Threet (THRE) had better numbers than Nick Foles (FOLE), but their teams are headed in opposite direction. The Sun Devils have played top ten opponents each of the past two weeks and can’t seem to pull it out at the end, while Arizona has been clutch with game winning drives in their last two. Jordan Wynn (WYNN)  is back from injury and looks like he’ll be competing for top quarterback in the conference next year. The coaches across the conference should fire their recruiting coordinator’s who were in charge of his area.

Team Symbol Δ Δ% Total
Andrew Luck Stanford LUCK ↑ 5 3% $145
Nick Foles Arizona FOLE ↑ 5 8% $140
Matt Barkley USC BARK ↑ 5 4% $125
Jake Locker UW LOCK 20% $80
Kevin Riley Cal RILE ↓ 5 6% $70
Jordan Wynn Utah WYNN ↑ 10 18% $65
Tyler Hansen Col HANS $40
Darron Thomas Oregon DARR ↑ 5 16% $35
Kevin Prince UCLA PRNC ↑ 5 25% $25
Ryan Katz OSU KATZ ↓ 5 33% $20
Steven Threet ASU THRE ↓ 5 33% $10

Wide Receivers

There weren’t too many big performances this week, but Jared Karstetter of Washington State might be showing up on the IPO’s next week after his 8 receptions for 87 yards and two touchdowns.  Mike Williams of Arizona State had a big game against the Oregon Ducks secondary hauling in 5 receptions for 74 yards and two touchdowns, but his teammate Kerry Taylor had the best catch of the weekend. James Rodgers (JROD) didn’t have much success catching the ball, but his punt return for a touchdown boosted his stock by 22% after a couple off weeks.

Team Symbol Δ Δ% Total
Juron Criner Arizona CRIN ↑ 5 7% $75
Jermaine Kearse UW JERM $65
Ronald Johnson USC ROJO ↑ 5 9% $60
James Rodgers OSU JROD ↑ 10 22% $55
Marvin Jones Cal MARV $50
Jeff Maehl Oregon JEFF ↑ 5 12% $45
Robert Woods USC WOOD ↑ 5 20% $30
Doug Baldwin Stanford BALD $25
Keenan Allen Cal KEEN ↓ 5 25% $15
DeVonte Christopher Utah DEVO ↓ 5 25% $15
Devin Aguilar UW AGUI $15

Running Backs

LaMichael James (LMJ) continues to rip off highlight reel runs to separate himself from the rest of the running backs in the conference while JacQuizz Rodgers (QUIZ) is struggling to gain yardage. The Oregon State offense needs an accurate quarterback for their pro-style offense to be effective, but Ryan Katz (KATZ)has struggled with his consistency. The Arizona State offense has impressed me with their running back by committee. It seems like every week a new player emerges with a hundred yards on the ground and this week it happened to be Deantre Lewis with 11 carries for 127 yards and a touchdown. Stanford continues to be impressive in the red zone and Stepfan Taylor (STEP) looks like he’s going to be the one to carry the load for the Cardinal. We’ll see how they do this week against the Oregon defense. This matchup last year was a coming out party for Andrew Luck as the Ducks were stacking the box to stop Toby  Gerhart.

Team Symbol Δ Δ % Total
LaMichael James Oregon LMJ ↑ 10 19% $140.00
JacQuizz Rodgers OSU QUIZ ↑ 5 4% $115.00
Shane Vereen Cal VERE ↑ 5 5% $100.00
Chris Polk UW POLK $75.00
Kenjon Barner Oregon BARN ↓10 18% $35
John Franklin UCLA FRNK ↑ 10 50% $30
Nic Grigsby Arizona GRIG ↓10 28% $25.00
Allen Bradford USC BRAD ↑ 5 33% $25.00
Cam Marshall ASU MRSH ↑ 5 33% $20.00
Marc Tyler USC MARC ↑ 5 33% $20.00
Stepfan Taylor Stanford STEP ↑ 5 50% $15.00

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