One game into the season it is time to once again visit the Dallas Cowboy’s Stock Exchange (DCSE). Our purpose is to identify and inform you of the Bulls (good stocks on the upswing) and Bears (bad stocks on the downswing). Also included on this report are the buy/sell recommendations, the hottest IPO (Rookie and first year stocks), stock to hold, and finally Blue Chip stock. After tracking recent trends on the Dallas Cowboy’s Stock Exchange (DCSE), these stocks have stood out after Week 1 of the 2012 NFL season:
The Bulls (Hot Stocks Rising in Value)
Tony Romo: No surprise here. Romo almost single handedly carried the entire Offensive Market of the Dallas Cowboys’ Stock Exchange (DCSE)and kept investors from focusing on the floundering Offensive Line Industry. He performed under difficult and almost impossible circumstances and proved that he is a well-managed and high-potential company. Tony Romo stock has experienced many peaks and valleys over the years so investors remain hesitantly optimistic. Buy if you can.
Brandon Carr: This is Carr’s second time as a Bull on the Dallas Cowboy’s Stock Report. Despite the hefty price tag he continues to prove he’s completely worth the investment. He is referred to as an industry leader by market analysts, meaning the other companies look to Carr as an example of how aggressively to run a company. As a result, Morris Claiborne, Barry Church, and Gerald Sensabaugh are all playing with more grit, determination, and swagger. Carr is worth the investment and is a company built to last.
DeMarco Murray: Murray entered Wednesday’s game with high expectations but found a way to still exceed those expectations. The offensive line did him no favors as he was repeatedly met in the backfield by eager tacklers. DeMarco proved he has the speed to be a long threat and the power to be what economist call, “a thumper”. He displayed both when he tattooed Mathias Kiwanuka and then broke free down the sideline. The only thing that could stop him was his conditioning as he chose to get tackled rather than keep running. If he can increase conditioning, stay healthy, and maybe get an offensive line to block for him, he has superstar Blue Chip potential.
The Bears (Cold Stocks Falling in Value)
The Offensive Line: It’s not often and entire industry like the Offensive Line Industry collapses like this. Doug Free continued to underperform getting overmatched athletically and mentally. Mackensy Bernadeau was just abused, Phil Costa was injured, Ryan Cook seemed to have a strange and troubling delay in his snap count, and Tyron Smith looked like Jason Pierre-Paul’s play toy. Nate Livings stood up for the most part but what does that matter when the rest of the offensive line plays like walking turn-styles. Much like the Mortgage Crisis of 2008, a collapse of the Offensive line market could lead to problems in all other markets on the team. An economic collapse of the offensive line could signal a complete crash in the stock market and bring chaos to the Dallas Cowboys’ Stock Exchange. The DCSE cannot withstand an entire positional market to collapse without repercussions to the rest of the Cowboy economy. Jerry Jones in the treasury department has noted this and is scrambling for solutions before it’s too late.
Orlando Scandrick: This may come as surprise to most traders on the DCSE floor but what appeared to be a strong earnings week for Orlando was really just smoke and mirrors. Scandrick continued his close but inconsequential coverage. He has always provided close coverage but rarely makes a play on or even looks for the ball. If Manning would have targeted Scandrick more often he would have completed a lot more passes. Don’t forget how lucky he was no flag was thrown as he assaulted Victor Cruz at the goal line. Scandrick has nothing guaranteed and a very talented Mike Jenkins is right behind him and ready for action. If you can get anything for him, sell him while you can before he gets exposed or benched.
Stock to Hold
Kevin Ogletree: Ogletree had a breakout performance even he didn’t see coming. In the preseason stock report released on 8/23/2012, he was correctly identified as a Bull. If you invested then you are rich today because of it. Ogletree, called TREE on the DCSE, is now such a hot stock pick-up he has quite possibly become overvalued because of it. TREE is still expected to have a great year but don’t expect the same results from week one to happen every week. With most fast risers, it’s best to wait and see what happens next before doing too much more. If you own stock, hold it for a couple more games so the price can stabilize. If you don’t own but would like to, it’s best to stand back and make sure his company’s performance is legit before investing too much on a relatively unproven company.
Hottest IPO (Initial Public Offering aka: Rookie/First Year Stock)
Bruce Carter: While Bruce Carter is technically in his second season, the stock analysts viewed last year as a red-shirt year, with 2012 as his first year on the market. In this case, a category exception will be made and Big Bad Bruce will be granted first year status. With that said, it’s no surprise he is the Hottest IPO on the market. Bruce was always recognized as fast, running a 4.57 40 time, but he also displayed how fluid and intelligently he plays. He committed aggressively on the field showing confidence with his decisions in time-sensitive situations. With a reliable counterpart in Sean Lee he will have every opportunity to be a top performing stock in his industry.
Note: A case can be made for Morris Claiborne but most sports economists warn traders about the high risk involved in buying IPO’s in the cornerback industry. First year companies in the cornerback market typically struggle to break through, so a profit is rarely seen. The price typically drops during the season and offers better value later so Claiborne remains just a stock to watch.
Josh Brent: The NT position, in general, is not really known as a cash-cow business on the DCSE. It doesn’t compile tasty stats like tackles and sacks that investors tend to look for. Despite this Josh Brent has stood out since Jay Ratliff went on the injured list. He has anchored the defensive line keeping blockers off Sean Lee and Bruce Carter, and playing the lead role in Week 1’s short yardage and goal line stands. He is the disruptive force needed at NT and is allowing teammates to make plays. He is very undervalued at this time and will demand playing time even after Ratliff returns. Buy Low and reap the rewards later.
Jay Ratliff: Jay Ratliff has long been a favorite of DCSE traders. The common man did not realize how valuable Jay was to the defense and the educated stock trader was able to take advantage of this oversight. Jay dominated in a way unseen by most tangible stat trackers. This unassuming stock was often available at bargain prices for those who simply didn’t understand all he did and the revenue he was able to generate for the Dallas Cowboy defense. Sadly, he has been worn down over the years playing as an undersized NT. He currently suffers from a high ankle sprain which will no doubt limit his effectiveness when he does return to the field. Rat is still a good player but not the dominant force he once was. For once in his career his stock is overpriced and sellers have an opportunity to profit by selling high.
Blue Chip Stocks
For the first time the DCSE will list their Blue Chip stocks. The Blue Chip stocks are stocks who are at the absolute top of their field in performance. These are stocks you can invest in and depend on. They are the reliable moneymakers that can solidify an investor portfolio. Historically the Dallas Cowboys Stock exchange has recognized two player stocks who have qualified for this Blue Chip status, Jason Witten and DeMarcus Ware. With Jason Witten’s infamous spleen injury he unfortunately lost his Blue Chip Status leaving Ware as the sole Dallas Cowboy Blue Chipper. Ware collected two more sacks in week one and further solidified himself as star amongst stars.