Stock Watch 2013: Teams I’m Buying and Selling

Submitted by The Mathlete on

Pretty much what I predicted last year

Last year I published my first stock watch based on my preseason team ratings and schedules and compared them to the Vegas preseason projections to identify teams that I thought would be outliers from the consensus opinion on preseason predictions. While I had some mixed results, all three of Michigan’s main rivals were flagged as potential outliers and my numbers differed from most preseason projections.

Here are some quotes I wrote prior to last year’s season:

Ohio State

It pains me to admit it but this Buckeye team could be very dangerous…The Buckeyes are set up for Urban to get credit for an upswing they probably would have had anyway, but it will probably take some significant first year growing pains to keep Ohio from a great theoretical bowl game.

Notre Dame

For once in their football life the Domers could actually be underrated heading into this season…If the bounces go Notre Dame’s way this season they have a shot to be a top-10 team. Their biggest hurdle is going to be a schedule that entering the season looks to be far and away the nation’s toughest…there are plenty of other reasons to be optimistic on the Irish roster.

Michigan State

I have no doubts the Spartan defense is going to be good. I just don’t think they are going to be great and I have major questions about the offense. With a new quarterback and nearly 90% of their receiving production gone, there is little history on their side that they can have a productive offense. Breaking in that many new players at skill positions has Sparty projected to be one of the worst offenses in the country this year, Le’Veon Bell or not. Their defense will keep them afloat but unless Michigan St breaks in a new crew on offense at an unprecedented rate, the offense will be this team’s limiting reagent.

I took the most heat for the MSU pick as several Spartans caught wind of this and told me how a first year quarterback and new wide receivers were nothing to be that concerned about and were highly offended about my prediction as one of the worst offenses in the country. 20 points per game later, I stand by my prediction.

After the big three, it wasn’t all sunshine and roses. I did pick Texas to contend for a national championship, Missouri and Tennessee to be mid-level SEC teams and Kansas State to fall back to the middle of the Big 12.

On the other plus side, I pegged LSU, West Virginia and Arkansas all dead on.

Overall the success was mixed but for Michigan’s three main rivals, I would put my preseason prognostication on them up against anyone’s.

This year my predictions for Michigan and its three rivals are dead on with Vegas heading into the season. Notre Dame should settle in to an average of the unlucky 2011 and the lucky 2012 (8.7 predicted versus 8.5 Vegas). Michigan State should see the offense get better and the defense get worse and compete with Michigan and Nebraska  for the Legends Division title (8.2 versus 8.5). Ohio State should ride an easy schedule to double digit wins (10.7 versus 11) and Michigan is projected to another year of holding serve before the recruits start flooding into the starting lineup (8.6 versus 8.5). There isn’t any significant room between my predictions on these four teams and the Vegas preseason lines.

So who do I disagree on? Let’s look at the five major conferences.

Big Ten

The only title contender I have any major difference with the oddsmakers is in Wisconsin. My numbers are a big fan of new coach Gary Andersen and I have the Badgers nearly a whole game (9.8 versus 9) ahead of the Vegas number. Nebraska will have the inside track for the top record in the Legends Division thanks to an easy schedule. Michigan is rated as the best team, but consider the Huskers frontrunners thanks to a slate that avoids both Wisconsin and Ohio State.

Northwestern, Purdue and Penn State are the three teams I have the most disagreement on and I think they are all three overrated by at least 2 games.

SEC

No major differences for SEC teams. Alabama is obviously the favorite with Georgia and Texas A&M as my two leading contenders. Like last season, I still think South Carolina is a good but not great team.

Big 12

2013 should be a fulcrum year for Texas and Mack Brown. After an amazing run in the 2000’s, the 2010’s have not been the brightest lines on Brown’s resume. If he has the capacity to turn it around, 2013 should be the season to do it. Texas’s roster is rated the highest of any team since the 2011 Alabama squad (based on recruiting rankings with upperclassmen weighted heavily). Several groups are also high on Texas, I have them projected at 10.6 wins, a full game clear of Vegas and everyone else in the Big 12.

By biggest sell team of the year is TCU. Vegas has them predicted at 8 wins and I don’t see them making it to bowl eligibility. Kansas and Charlie Weis could exceed expectations, I have the Jayhawks with an outside shot at bowl eligibility.

Pac-12

Like the SEC and the Big Ten, I think the Pac-12 has a clear-cut frontrunner. Even with the loss of Chip Kelly, I think Oregon is in line for 11 wins on average. I see USC as the biggest threat, I have them a game ahead of Vegas at 10.4 wins (in 13 games) versus Vegas’s 9.5. Stanford is projected at the same 9.5 but I have them as a distant third in the Pac-12 with only 8.3 projected wins.

ACC

Of the seven teams in the new ACC projected to win at least 7 games by Vegas, I am within a half game in my projections for all of them except Virginia Tech. Like TCU from the Big 12, I think Virginia Tech is vastly overrated this year and am only projecting them at 5.2 wins for the season. 

Michigan

As noted above, I am mostly in line with the Vegas line of 8.5 wins for this Michigan season, but barring a Gardner injury, there is definitely more upside to downside. Michigan has 8 games where they should be a solid favorite. At their projected level, odds are that one of them finds a way to get away, but if they can win all 8, that leaves coin flip games against Nebraska, Michigan State, Notre Dame and Ohio State. If Michigan is better than expected at all, those 8 games should move to virtual locks and make a double digit win season a very real season. Without a major change event, there is a very solid downside firewall in place for this season, at least if you think, like me, that Penn State and Northwestern are generally overrated entering the season.

Comments

MCalibur

August 28th, 2013 at 3:11 PM ^

Maybe you accounted for this already, but do you think the Pachal suspension from last year is dragging down their baseline expectation before accounting for all the roster stuff?

NOLA Blue

August 29th, 2013 at 4:45 PM ^

TCU, a defensive team, returns 9 defensive starters and returns one of the better QBs in the game after a suspension... unless a mediocre QB from last year beats him out (presumably he would no longer be mediocre at that point.) Add to that, Devonte Fields is no longer suspended for the LSU game.  If defense still wins games, I like TCU's chances.

SailingNomad

August 28th, 2013 at 3:16 PM ^

Northwestern often seems to come out poorly in your analyses, but overrated by 2 games seems a bit of a stretch.  The Vegas win totals are 8.5 or 7.5 depending on which book you look at, so that means you're projecting them for at most 7 wins or possibly as few as 5.

Given that this was a top 20 team last year that returns a lot of core people, I'm interested to hear why you think they'll fall so far.  i know the schedule is quite a bit more difficult, but that doesn't account for such a large difference.

Looking forward to hearing your reasoning.

The Mathlete

August 28th, 2013 at 4:02 PM ^

I think they are going to be about as good of a team as last year, but they trade Indiana and Penn State for Wisconsin and Ohio State. Plus, they weren't an extremely dominant 9-3 team last year, Illinois was the only FBS program they beat by more than 2 TD's.  If you just adjust for schedule and assume everything else is the same, that takes them from 9 to 7. If they were a little lucky that gets you to six (about where I have them) and having the same team they did in 2012, which is about what I am predicting, quality-wise.

Bodogblog

August 28th, 2013 at 5:03 PM ^

I know I'm arguing qualitative against quantitative, which is always dangerous, but NW seemed quite unlucky and/or unwise.  Certainly unlucky against M.

Against both Nebraska and PSU, Siemian played horribly.  He was a steely-eyed missile man against us, but they would have been much better off leaving Colter in for those games.  Late leads, they probably win if Colter had the snaps given to Siemian.

SailingNomad

August 28th, 2013 at 5:36 PM ^

Thanks for this.  I definitely see the logic.  About not being dominant at 9-3, I agree but would also point out they could have very easily been 11-1 if their Nebraska game and the Roundtree hail mary had gone a bit differently.  And the luck thing - well, NU seems to come out as being "lucky" every year.  Is there any such thing as being consistently lucky to the point we can expect a team to continue being so?  Or is that just silly? 

8 wins is my prediction, though I could see as few as 7 or as many as 10 if everything falls into place).  Fortunately the season is upon us and the results will answer this for us!

FreddieMercuryHayes

August 28th, 2013 at 10:44 PM ^

They could have also easily been a 7 win team. What about the one point victory scoring a TD with 40 seconds left over Syracuse? Or the tie game in the fourth with MSU where MSU decided to melt down and turn the ball over 4 times? Or the bowl game where Miss St QB threw more INTs (including a pick six) in that game than he had all season, and it was still tied in the 3rd. That was Miss St's Notre Dame-type meltdown. The logic that they could have been 11-1 cuts both ways. Either way they were not a dominate team. A good team, but not dominate, with just as many close wins as close loses.

Hannibal.

August 28th, 2013 at 3:54 PM ^

Does the win total include bowl game?  If so, I'll buy 8.5 wins for Michigan all day long.  I'll take it even without the bowl game.  We went 8-5 last year and we have essentially replaced Alabama with Central Michigan. 

Logan88

August 28th, 2013 at 7:48 PM ^

Nope. Vegas win total prop bets are regular season only. I'm reasonably confident that UM will get 9+ wins in 2013 but not confident enough to put any money on it.

I don't use no fancy 'rithmatic but I agree with the Mathlete on PSU and Northwestern. I am predicting 7-5 seasons for both with an "upset" non-conference loss for each: Cal for Northwestern and Syracuse for PSU.

Bodogblog

August 28th, 2013 at 5:08 PM ^

How does the loss of Bell get into your model, and the loss of Sims?  You say the offense is better, and I assume that's due to a second-year QB and returning receivers.  Burbridge can probably replace Sims, and the OL may be better. 

But the loss of Bell is just so enormous.  I think in the past you've said the Math says losing a RB doesn't hurt that much?  Even an outstanding one.  But I don't think the math is going to be right on this one.

Great stuff as always

bronxblue

August 28th, 2013 at 10:29 PM ^

Good stuff as usual.  

I'm not sure if you've performed enough iterations to be certain yet, but are there teams that consistently vary between your predictions and real-world results?  I mean, is NW always a bit more down, or USC a bit up?  Just wondering.  Also, I know people keep talking up OSU's schedule as super-easy, but isn't this the same outfit that needed relative miracles to beat Cal, Purdue, MSU, and Wisconsin?  I'm sure it is my bias showing, but I have a hard time seeing them getting to 11 regular-season wins if their luck even turns a bit.

charblue.

August 29th, 2013 at 1:30 PM ^

fluctuates between 9-3 and undefeated in the regular season. The calculation of any prediction must be based on the schedule and expectation of rosters to perform based on uncalculated ability except past achievement and record. 

If you focus on your team, and factor both expectations and likely growth and improvement based on experience and or projected talent (hyped ability, coaching and processed attitude versus actual job performance) you can be genuine about your understanding without fear of being overly optimistic. 

No team losing a primary star on offense and defense will likely succeed on the same win plane as without that injury occurring. Ohio managed to escape a loss at home last year to Purdue after Miller got knocked out of that game in the second half. Mostly, the Buckeyes won because Purdue didn't believe it could win. 

Michigan has proven over two years that it's pretty invincible at home. And they have essentially the same big game home schedule as two years ago when it won the Sugar Bowl. I expect Michigan wins all its home games including next week against ND. Michigan hasn't lost at home to the Irish in 20 years. 

If certain trends and numbers are seen as irrelevant in calculating how the past shapes the future, why do we keep records of these things and then calculate them into formulas we think will make predictions more meaningful? In other words, ND has proven over time that no matter what team it brings to the Big House, it doesn't win there. So, guess what, without their spread qb starter on the roster, and without the kind of deep threats they used to have, Tommy Rees is like Jimmy Clausen without the weapons. And he won't beat Michigan. 

And Ohio doesn't win much in Ann Arbor either but it has more recently than before. The Ohio game is different from the ND game in the same way those rivalries are different from playing MSU. First of all, because of the three, ND is always a complete team, MSU usually overloaded on one side or the other, and Ohio just stacked. 

These are always if games. This season is a success and special when you win all the if contests. Which in my book are two: MSU and Northwestern, because they are both away games and Michigan beat both at home but narrowly last year. 

MSU still has offensive issues and a challenging defense. But MSU has proven even when it was better offensively, that defense alone --at least in Sparty's case--doesn't win championships. It keeps you in games and makes you tough to beat, but not unbeatable. 

Northwestern has two dynamic qbs and two dynamic runners in three players on offense. But if they can't keep teams from beating them deep and late, it doesn't matter what those guys and their offense does. 

Guess what? Michigan has primed its defense, in particular, to be quicker, faster to the ball and better geared to play spread teams like Northwestern, Nebraska and Ohio. It is geared to play an offense that can keep its defense fresh and hold the ball while scoring from anywhere on the field via the pass. It might be the most complete team in the league.

So, the season comes down to year-ending injuries to producers and lack thereof, creating more turnovers than you lose, and winning the line of scrimmage. It always comes down to that. I think Michigan has a chance to go undefeated. But it probably loses three times. However, I expect this team to win at least 10. 

 

Pit2047

August 29th, 2013 at 6:36 PM ^

I totally agree with you about Penn State and think that this year will be a struggle for them but I totally disagree about NW.  Twe senior QB's that apparently can go in and out of the line up seamlessly and Venric Mark is gonna be a beast this year.  They return most of their offensive production and as long as they replace the staters they lost on the offensive line they should be lethal offensivey.  As far as their defense goes they have a couple playmakers like Ariguzo, Tyler Scott, and Van Hoose and as long as they are a little bit better than decent than i think that NW is in line for 9 or 10 wins(including bowl).  I think that they have a chance to stay with Ohio with a few lucky bounces and could take that game.  They could DEFINITELY upset us and I hope the team takes them seriously.  I'm more worried about the Wildcat than the Spartans right now.  Unless of couse Staee can show that they have a QB that can play, receivers outside of Burbridge that don't have bricks for hands, a competent and healthy OL and a RB better than how a converted LB sounds.

EDIT: As for Michigan 7-1 gets us to Indy, 6-2 with a loss in the division probably isn't gonna cut it.