gunnarthor
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Everything posted by gunnarthor
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I'm honestly surprised people can say they aren't concerned. The virus has disrupted pretty much everything - travel, economy, politics, international relations. While most of us won't get the virus, all of us are going to be negatively impacted by it. I'm by far more concerned with how this harms my retirement accounts and long term funding for my non profit job.
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Again, the media has been reporting on this. I think there might be a difference between what is being reported on credible news as opposed to social media. My facebook feed gets insane stuff. But ABC, CNN, NBC, AP, the Trib, etc have all had pretty decent coverage. I think a serious area of discussion is has been how the government has responded to this but that would bring this into a political thread so we can't discuss that.
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It makes sense to be worried but not be panicky. It also is a silly to think this is just the flu. Basic safety measures - washing hands, cover coughs, limit large crowds and traveling - should be observed by everyone. I don't think the media deserves any blame for reporting on a international pandemic. Frankly, I think the Star Tribune's coverage has been outstanding.
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Virus and now an oil war - tomorrow is going to be another really bad day.
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The Twins 2018 Draft Class is Loaded with Talent
gunnarthor replied to Andrew Thares's topic in Twins Daily Front Page News
I think the 2012, 2016 and 2018 draft classes are going to be huge for us. -
Moncada and White Sox Reportedly Agree to Extension
gunnarthor replied to Patrick Wozniak's topic in Other Baseball
Nice move for Chicago. -
I know there are deals to be had but I think we just have to wait a bit before we're going to add more. We've lost a TON in these two weeks. I want to see where things settle before jumping back in, which might be a bit. I think certain sectors that are being crushed - banking and energy - will have some huge value buys in the long run. Tech (broadly) seems to be holding up relatively well - ROKU might be a bargain, I like that stock a lot (which probably means it falls to 90 soon) - but stocks like Apple and Square seem to be doing (more or less) ok. Outside of Pfizer, I don't have anything that could even broadly be considered "healthcare" but UNH and ABBV look promising and we've thought about both.
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I don't think this should be a political thread. We got a work email today detailing plans to deal with the virus - a lot of suggestions to work from home. I now actually know someone in MN that unofficially has it but seems likely to be the real thing. I'm actually not overly concerned with the virus but some of my co-workers are germaphobes and are absolutely freaking out. They send emails and facebook posts hourly.
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Thanks for sharing.
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- royce lewis
- alex kirilloff
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I think certain teams - the A's for instance - will hit the Astros. But over the course of the season, it probably won't be that big a deal. It'll be interesting to see if Cole is expected to hit someone by his current team since they are the most upset. Generally, pitchers really don't like giving up the extra base runner.
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Down 700. I dunno. Hold and wait it out. But I also had that opinion in 08 when Wachovia was still in existence.
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I assume you meant UNH? I probably won't sell any of my holdings but we're still in it for the long haul - I'm not expecting an early retirement. But I think the next few years will be iffy so it might be good to sell now and pocket your earnings.* * I'm not a financial adviser and know nothing.
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This is how I feel after talking with some folks who do this a lot more than I do. Someone said he expected a 10% drop and that was BEFORE the virus. It was only a matter of time. My wife will probably make a purchase into her IRA (probably Disney) but the rest of our cash is probably going to the sideline for a year or so.
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Agreed. There's a lot of hope and prayer guys in our system. I don't know about other systems but we seem to lack the really top end guys (the Buxton and Sano types). These things are always in motion. A big bounceback from Lewis, a healthy breakout season from Baddoo, Jeffers taking another step, and we can see the system jump the rankings again.
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Looks like we're in for another really rough week. https://www.cnbc.com/2020/03/01/awaiting-us-stock-futures-open-at-6-pm-after-wall-streets-worst-week-since-2008.html
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I think the ETAs are supposed to represent when a player might be ML ready, not necessarily when they will be in the majors.
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I think the rub on him is control, not stuff. It would be interesting if the Twins could fix that. There was some talk somewhere (fangraphs?) about the Twins tinkering with Duran's mechanics to improve his offspeed control. Would be nice if we can fix a few more pitchers.
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Yeah, really rough day again for us. We hold primarily in three areas - banks, oil, tech. Banks and oil are not doing well at all. WFC at 40? Cripes, that might be approaching a ten year low. Fortunately we have a bunch of cash hoarded up. We'll spend the weekend discussing things but probably will buy in to the market to some extent next week.
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So the new layout is not an improvement. Having to load after 10 names to see the top 100? And there doesn't seem to be a link between a player in the team top 30 to their place in the top 100. Maybe I'm missing it but so far I don't see it. As for their actual ranking, a few things popped out to me. 1) Enlow at 9 seemed an aggressive ranking considering his results. 2) Baddoo at 13 after missing last year? They must like him more than most or be less bullish on the system overall. 3) They have Celestino at mlb level. Unless I missed something, that's not right. 4) Blankenhorn at 18 and Holland at 20 seems about right. I think both of these guys could make significant jumps in our system this year. I like the note about Holland working with Rooker. If his bat comes around, he's an easy top 100 prospect and an absolute steal for a fifth rounder.
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Yeah, I saw that on mlbtraderumors. Hope it's nothing serious and he and his family are ok.
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3 Twins Prospects Josh Donaldson Can Help the Most
gunnarthor replied to Cody Christie's topic in Twins Daily Front Page News
I watched like five minutes of the Twins on tv the other day and this huge dude comes to the plate and I wondered who that was. It was Blankenhorn. That guy is freaking huge now. I have no idea how much weight he's put on since we drafted him as a high school senior but he looks like a major leaguer now. Of course, I thought the same thing about Kohl Stewart but still, it's amazing how big these kids get a few years out of high school. I think Blankenhorn could be a guy that ends up crediting his success to Donaldson, esp if he has a power surge this year in AA or AAA. -
So the last two days have hurt. My apologies, I bought stock a couple weeks ago. This is my doing. In related news, Bob Iger has stepped down from Disney - https://www.cnn.com/2020/02/25/media/bob-iger-bob-chapek-disney-ceo/index.html We own a bit of Disney and tend to like it. It was around 145 a while ago and fell to 128 today. I have no idea when the market will correct itself from the virus fears and there are other outside influences that are greatly going to affect the market in my opinion. So Disney might continue to fall or just stay flat but it's a nice stock in the longterm. We might buy more at this price, although it would be a small purchase at this point.
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https://www.mlb.com/news/ryan-jeffers-twins-spring-training-catcher-prospect I was a bit cool on Jeffers going into last season but he's really worked hard to improve his catching and his bat seems like a real weapon. I don't think he'll get a cup of coffee this year but it could happen. Lots of comparisons to Garver.
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I like others more than Klaw but he's not an idiot. He writing style absolutely rubs people the wrong way and he's decided that's what he wants. So be it. I don't even know where he writes at anymore so I can go on without him in my life. I'm glad he's out there - he's a good voice on prospects - but he doesn't seem like a good guy in a field that generally seems pretty full of good guys.
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I don't know but I wonder if Klaw gave extra weight to his last month or so when he was healthy. I don't have his stats with the playoffs but his last month or so, he really started hitting again.
