Sports Illustrated‘s Seth Davis is one of the more well-known and well-read national college basketball writers and that is not without justification. One of his most popular annual features is “The Hoop Thoughts Stock Report” where Davis analyzes a sizable group of key programs (this year 42 teams) and gives them each a “Buy,” “Sell,” or “Hold” rating based on his opinion on the program’s true value in relation to its current ranking. It is quite a prolific feature and Davis does an excellent job this year as always, but of course he is not the only man in the blogosphere who knows how to read the college hoops stock market. We fancy ourselves a bit of an intrepid investor and speculator, especially when it comes to the teams we cover from the Big East, so we went ahead and added our own rating to each of the Big East teams in Davis’ piece.
CINCINNATI (13-1, No. 14)
Davis said: SELL We say: HOLD
Like Davis, we understand the concept that marquee wins like the Bearcats triumph over Pittsburgh on the road make it a less appealing stock to buy, but let’s not rush to sell the stock quite yet. The team’s poor free-throw shooting is troubling and will be even more glaring in the NCAA Tournament, but the Panthers were one of the most efficient offensive teams in the country and Cincinnati completely outplayed them on both ends of the floor in the second half. Mick Cronin‘s half-court offense isn’t the prettiest to watch but it isn’t all that bad either, especially when you consider they are one of the best rebounding teams in the country across the floor and have a trio of at least competent outside shooters. We aren’t convinced the Bearcats are the second-best team in the conference quite yet, but they certainly look like a team that will play Syracuse and Louisville very tough and they only play each of those teams once the rest of the way… so for now they seem appropriately ranked.
GEORGETOWN (10-1, No. 15)
Davis said: BUY We say: SELL
The Hoyas may have seen a few folks panic and sell their stock after their affront to basketball win over Tennessee, but that game made it clear that John Thompson III‘s young team is going to experience some growing pains as it begins to get comfortable in the offense. Their athleticism and length on defense will ensure that the Hoyas will play a lot of low-scoring grind-it-out games, which may be to their benefit; and Otto Porter is an athletic monster, rapidly improving as a basketball player every week, but in many ways they seem like a slightly less experienced, less deep, less physical version of Cincinnati, right down to the atrocious free-throw shooting. The team’s competitive game against Indiana shows they have the potential to knock off anyone in the conference, but we also get the feeling that they have the potential to be knocked off by a lesser team just as easily. That scares us enough to think this stock has reached its peak and should be sold.