SuperCoach Investor: Trade, stock market tips for Round 5
Daniel Begala, Herald Sun
18 minutes ago
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THE SuperCoach gods turned on us in Round 4.
After three weeks of abnormally high scores and strong performance of the SuperCoach Stock Exchange (‘SSX’
, we were hit with underperforming rookies, surprising outs (Josh Kelly) and Tom Mitchell’s first blemish of season 2018.
Our resident expert, Daniel Begala, shares his insights and fullproof strategies for ensuring this week’s disappointment remains a once-off occurrence.
CATTLE FARMING 101
There are many coaches — including yours truly — who have become increasingly frustrated with scoring and dividend yields of our high-priced rookie selections.
We’re looking at you Andrew Brayshaw, Paddy Dow, Luke Davies-Uniacke and the rest of your top 10 cohort.
Investors may feel short-changed having acquired these stocks at a premium, only to experience performances that are no better than their “penny stock” counterparts who offered an initial starting price of $102K or $117K.
Those players are the value and they’re the real MVPs.
Some trigger-happy coaches may swing the axe at the selection table, attracted by this week’s “bubble boy”, Nick Coffield ($177K, MID/DEF), who has scored 66 and 80 in his first two games and is poised to rise in price after the Saints play GWS.
But buyer beware. In the eye of The SuperCoach Investor, Coffield potentially epitomises another overpriced stock.
High draft pick Nick Coffield has impressed in his first two games for St Kilda.
Coffield will receive opportunities aplenty at St Kilda, but at $177K he faces the same low-value problem we’ve seen in the players listed above. I will steer clear unless there is significant upheaval when teams are named.
The SuperCoach Investor will continue to ripen his cattle, exercise patience and turn his attention to the bottom-priced and, more importantly, mature-aged rookies that will be ripe for the picking on the eve of Round 6.
Here’s to you, David Mirra ($102K, DEF) and Matthew Guelfi ($117K, FWD), who kicked off their SuperCoach careers — respectively — in style over the weekend.
THE BARGAIN BASEMENT
“Grand sale, grand sale, grand sale”.
He may have been a humble furniture magnate, but Franco Cozzo’s famous words are becoming increasingly relevant to coaches and investors across the SuperCoach Stock Exchange.
There are stars — literally the best in our game — heading for the bargain basement bins who will shortly be entrenched within most astute coaches’ sides.
All it takes — given their lofty price tags — is a head knock or the influence of a pesky tagger to trigger a major price fall.
The SuperCoach Investor has his eyes set on Zach Merrett ($493K, BE 130), Elliot Yeo ($509K, BE 122), Patrick Dangerfield ($702K, BE 209) and maybe, just maybe, Tom Rockliff ($388K, BE 125) if he can rekindle the flame.
The decision to acquire should be driven predominantly by a player’s break even (and likelihood of achievement) alongside the composition and immediate requirements of your squad.
If you’re fielding rookie revelation Tim Kelly at M7 or M8 you will instead need to turn your attention to your defensive ranks, where Elliot Yeo is fresh from a monster weekend at the office (150 SC) that will ensure his price drop is only brief.
His acquisition will ensure you can reinforce your backline stocks and relegate one of your prized rookies to the bench for the sole purpose of “fattening” them up before a trade to next week’s “bubble boy”, David Mirra.
THE BARGAIN BASEMENT: DANGERFIELD
The elephant in the room, without a shadow of doubt, is Patrick Dangerfield.
Those brave souls who chose to start the year without the game’s most prolific scorer would have shared some sleepless nights.
He’s a blue chip stock but, unfortunately, a victim of his own success and coaches are set to reap the benefits of his initial three performances (130, 100, 103) which have failed to reach the roaring heights that have become synonymous with Patrick Dangerfield.
One investor — who chooses to remain anonymous — has coined the new nickname, “Safetyfield”, given the nature of his scoring during the initial phases of season 2018.
All jokes aside, The SuperCoach Investor will be hatching a cunning plan within the next fortnight to free up sufficient capital to facilitate the acquisition of Dangerfield — likely via Andrew Brayshaw, Nick Holman or Riley Bonner.
Taking into consideration his break-even and the art of forecasting, The SuperCoach Investor expects to pocket Dangerfield for a discounted price of circa $630,000.
This, ladies and gentlemen, is the phenomenon we refer to as SuperCoach “arbitrage”.