[BostonCard]

You didn't B/S/H our guy.  I'd Sell.



Most of the rest look right, though I disagree with Buying the ASU guy and Holding ND (I'd Buy - the Irish are crushing it on recruiting and benefiting most from Stanford's reversion into national irrelevance).

I deliberately left out our guy; I was curious what people would say without me anchoring.  I am bearish short term, neutral mid-term, and bearish long-term (though the latter for reasons that have little to do with our guy).

The question on the ND guy is whether he would be a buy at #4.  That's basically a bet that he will win the championship in the next few years.  I see a lot of 10 and 11 win seasons for ND, but I don't see a title in Kelley's future, not with Alabama, Clemson, Oklahoma, and tOSU taking turns ahead of him.  ND will be in the title hunt year in and year out, but it will fall short year in and year out. Thus, I think he's a hold at 4.

Edwards is a buy at 34, at least in the short term.  He probably has one of the top-2 teams in the South right now, and seems likely to make it to the top-25.  I'm not sure what his long term prospects are, and the next couple years' teams may be at or near his ceiling.  But that ceiling is better than 34.

BC

[BostonCard]

You didn't B/S/H our guy.  I'd Sell.



Most of the rest look right, though I disagree with Buying the ASU guy and Holding ND (I'd Buy - the Irish are crushing it on recruiting and benefiting most from Stanford's reversion into national irrelevance).

I deliberately left out our guy; I was curious what people would say without me anchoring.  I am bearish short term, neutral mid-term, and bearish long-term (though the latter for reasons that have little to do with our guy).

The question on the ND guy is whether he would be a buy at #4.  That's basically a bet that he will win the championship in the next few years.  I see a lot of 10 and 11 win seasons for ND, but I don't see a title in Kelley's future, not with Alabama, Clemson, Oklahoma, and tOSU taking turns ahead of him.  ND will be in the title hunt year in and year out, but it will fall short year in and year out. Thus, I think he's a hold at 4.

Edwards is a buy at 34, at least in the short term.  He probably has one of the top-2 teams in the South right now, and seems likely to make it to the top-25.  I'm not sure what his long term prospects are, and the next couple years' teams may be at or near his ceiling.  But that ceiling is better than 34.

BC