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Brock Beauchamp

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Everything posted by Brock Beauchamp

  1. Brock Beauchamp
    I fully agree. That's not my wheelhouse in tech but I know a few people who are security experts. Next time I see them, I need to pick their brains and get some opinions.
  2. Brock Beauchamp
    Spring Training is a process. If a guy is down a few mph on March 1st, it's worth noting but not time to pull the fire alarm and run. If a guy is down a few mph on March 30th, then it's time to pay attention and potentially take action. My problem with the past few Spring Trainings is that people go into a five-alarm fire drill on March 10th.
  3. Brock Beauchamp
    I haven't ruled out Microsoft, as I like how they've repositioned themselves - ignoring their outright failure in mobile, which they've largely given up on entirely - but I'm wary of investing in more tech stocks, as that's over half my portfolio. Then again, I know tech so that's a plus. I see a roadmap for Microsoft and while it's not a huge gain stock, it's solid.
  4. Brock Beauchamp
    Damn, I completely forgot about Santiago. Gee, I wonder how that happened.
  5. Brock Beauchamp
    True, they didn't pay him market value. It was a calculated risk, one that didn't pay off. I'm not super-critical of the deal, I simply don't believe it was necessary. I'd rather see the Twins take a gamble on Phil Hughes after 2014 than pay one more damned cent to the likes of Mike Pelfrey or Kevin Correia.
  6. Brock Beauchamp
    That's not a terrible solution but it's unlikely all of Berrios, Meija, and May will thrive in the rotation, at least right off the bat. I'm fine with giving Hughes, Berrios, May, and Meija legitimate shots at three rotation spots coming out of Spring Training. It's likely at least one of them will falter in March and the decision makes itself at that point. I suppose Duffey could "get a shot" as well but I don't see him as a starter, not with his pitches.
  7. Brock Beauchamp
    I'm not doing short-term investments, to be clear. If I buy into a company, I keep them for AT LEAST one year. I don't bounce around my money and have no interest in playing that game, as I'm more likely to lose than win. The main reason I'm diversifying my investment in Apple is: 1. Apple was my first major buy. I made a lot of money on them quickly - about 60% - and then their stock stagnated. I'm not completely divesting from Apple but I no longer want 20% of my portfolio in the company. More like 10-12% would be preferable. 2. My faith in Apple has waned. I'm sticking with the company but, again, no longer want them as my "portfolio centerpiece".
  8. Brock Beauchamp
    No updates yet, though I've found more information. I've been busy on the kitchen and haven't had time to explore a few of the things I've found out in the past few weeks.
  9. Brock Beauchamp
    That bothered me less, as it was modest money for a guy who wouldn't kill you as the backup catcher. Suzuki got $12m over two years. Hughes got $40m over three years on top of the $16m he was already owed over the coming two years. A five year commitment of over $55m.
  10. Brock Beauchamp
    I felt it was unnecessary. The Twins had Hughes for two more seasons and 2014 was easily his career season to date. Yeah, you stand to lose a little by waiting one season to extend that player but you also drastically reduce risk of paying a guy for an outlier season. As it turned out, it was an outlier season.
  11. Brock Beauchamp
    Phil Hughes will not be a successful pitcher again unless his velocity returns. If his current ailment wasn't causing his velocity issues, he's cooked. And that's the $64,000 question, really. Is the injury and resulting surgery the cause of Hughes' 2015/16 woes or is it something else? We'll know more soon. If Hughes is in the 92-93mph range near the end of Spring Training, he can bounce back. If he's still throwing 89-91, he's done. To me, his 2015/16 numbers are irrelevant to whether he'll make a comeback because those woes were the result of decreased velocity. If the velocity comes back, so will Hughes (to what level, we can argue all day long). If the velocity doesn't come back, neither will Hughes.
  12. Brock Beauchamp
    And I haven't even decided whether I'm in a hurry to do this at all. Apple's earnings report is due in a little less than two weeks. Do I hold out in hopes the iPhone 7 and new Macbooks had a positive effect on holiday earnings or do I bail out beforehand, expecting another underwhelming quarter from them? It's a difficult decision.
  13. Brock Beauchamp
    I am. I don't have a lot of faith in the market right now and I'm looking for stable companies that return a high yield. I don't expect to see big gains in stock price so I'm shifting to dividends to weather the potential storm. Right now, my primary targets are WFC (damn, I wish I had just pulled the trigger on them after the scandal) and possibly GE. I may split between several companies with smaller investments to offset my risk, though. I'm really undecided.
  14. Brock Beauchamp
    Early contender for 2017 Understatement of the Year award winner.
  15. Brock Beauchamp
    Yeah, this. It wouldn't take much more than De Leon to pry Dozier away from me but I need more than a guy whose track record pretty closely mirrors Jose Berrios, except two years older and without the durability. De Leon is a really nice piece but he's not a can't-miss prospect... Unless you consider Berrios a can't-miss prospect, which I certainly do not. And, again, Berrios has age and durability on his side. I wouldn't call De Leon an injury risk but there are concerns about his ability to pitch a full season simply because he hasn't done it yet. The innings requirement to be an MLB starter has been the death knell of many a pitching prospect over the years and there is always a risk involved when a prospect hasn't shown the capability to go 160+ innings, no matter his reasons for never doing so. Give me De Leon and one of Stewart, Alvarez, Buehler, etc. and that's probably enough to get the deal done for me... But trading a guy worth nearly 15 WAR over the past three seasons for a single prospect with question marks isn't a good gamble. You want a second guy in there to offset some of the risk of De Leon.
  16. Brock Beauchamp
    I think it would move the needle quite a bit, especially if they can't move Dozier. Replace a below-replacement level pitcher with a 2 win pitcher like Hughes could be a three win swing in itself. Remember that the 2015 Twins were incredibly lucky, about 10 wins better than their performance in BaseRuns. The 2016 Twins were equally unlucky and 12 wins worse than their performance in BaseRuns. While it's easy to dismiss a 59 win team and say "wins don't matter", the 2016 Twins weren't as awful as their record, just as the 2015 Twins weren't as good as theirs. A performance from Hughes - as unlikely as that may be - could help be the difference between an unwatchable and a watchable team this season.
  17. Brock Beauchamp
    I've decided that having 20% of my portfolio in Apple is no longer something I'm interested in doing so I'm going to pull $3-4K out of Apple and put it into a mix of dividend stocks. Any suggestions? Doing some research now and compiling names.
  18. Brock Beauchamp
    I found myself not caring very much, surprisingly.
  19. Brock Beauchamp
    I think it will boil down to how voters perceive the concussion and transfer to first base. Will they view it sympathetically, a la Puckett, or as just another injury, a la Mattingly? I suspect that will be the difference maker. Joe had the dominant prime to make the Hall of Fame, that's not in doubt. Catchers who routinely post 5+ WAR seasons and rake in batting titles don't exactly grow on trees. How voters view his sudden transition to first base and mediocrity will likely be the deciding factor.
  20. Brock Beauchamp
    Here are some insights into Joe's hard hit percentages: 2006 (his breakout season) through 2013: 35% (also includes his terrible 2011 season full of bilateralness, when his hard hit fell to just 20.8%) 2014 through 2016: 29.9% 2014 through 2015 (his really bad post-concussion seasons): 28.8% That's a steep, sudden dropoff in the contact that matters the most. Isolate that terrible 2011 and it's more pronounced: 2006 through 2010: 35.5% 2012 through 2013: 37.2%
  21. Brock Beauchamp
    Hard hit is definitely "different" than power but I believe its strongest correlation is to ISO, which is the measure of pure power. Hard hit balls fall in for hits at a very high rate and often go for extra bases. As pointed out, a 6% drop in hard hit is worth something around .050 slugging. It explains a huge portion of Mauer's drop-off. 2013 was one of Mauer's higher hard hit years but barely. He spent a bunch of years over 36% before the concussion, peaking over 41%.
  22. Brock Beauchamp
    This is my understanding as well, though I can't recall where I read it. But it makes sense, as power is one of the last traits to age out of a player (along with discipline).
  23. Brock Beauchamp
    Yeah, but his hard-hit didn't decline, it fell off a cliff. 2013: 37.4% 2014: 28.0% It's hard to pin that on age, particularly when even Joe has admitted he's having a hard time seeing the ball (enter SunglassGate).
  24. Brock Beauchamp
    Just found this on Fangraphs and it basically confirms my thoughts on Mauer's contact rate. http://www.fangraphs.com/community/the-importance-of-hard-hit-percentage/ By losing 6% on his hard-hit percentage, he loses somewhere around .010 batting average and a whopping .050 from slugging. And remember, soft/med/hard percentages are separate from defensive shifts. They account for the ball off the bat, not whether it was caught or not. If Mauer had those same hit splits, he'd be back over a .280 batting average and over an .800 OPS again.
  25. Brock Beauchamp
    I'm really torn on foreign relations with Trump. If he's truly willing to take a back seat to Pence and his advisors, we'll probably be fine... But Trump is an egomaniac and a thin-skinned one at that. I don't know if he's willing to really relinquish power because that kind of personality doesn't allow for it. On the flip side of that coin, Trump loves to grandstand. He might be willing to take a backseat and enjoy the adulation of "getting things done" without actually doing anything. I could see him running four years of victory parades without actually doing much of anything. And separate from that issue, he's going to cause problems with that ****ing Twitter account. Whether Pence and his cabinet can soothe ruffled feathers caused by idiotic bluster is another problem we'll see on a regular basis.
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