Buy, Sell, or Hold: Golden State Warriors

What, you think DM is the only one who can come up with new ideas for columns?  Here’s a little number I call “Buy, Sell or Hold,” where we take teams that are over- or under-performing and look closer at their roster to see who’s worth buying, who’s worth selling, and who’s too tough to make a judgement on just yet.  Without any further ado…

Somethings going on out there on the left coast.  Golden State isn’t just winning, they’re winning big.  Their average margin of victory is 14.4 during their current 5 game winning streak, highlighted by a 32-point victory over Detroit, of all teams.  Of course, there’s plenty of reason to believe that this will all blow over.  First, every game has been at home - and they’ve got 2 more to go before they finally leave their friendly confines to go to Denver.  (Side note - this is some ingenious scheduling by the NBA.  They know that come January this team will be an absolute mess, so they give them a 7-game homestand in November.  In fact, during November they’re playing 12 at home and just 4 on the road.  This way they maximize ticket sales while the team is clicking.  Brilliant!)  Two, they’ve got three guys playing by far the best ball of their life in Monta Ellis, Andris Biedrins and Mickael Pietrus.  And three, well, let’s just say we’ve learned our lesson before about Baron Davis.

Still, right now it’s possible - even probable - that as many as seven Warriors are owned in your league right now.  Let’s take a look-see at how these guys should be handled, because odds are their stats now will not be reflective of their stats in the future: 

Baron Davis -  Well, we’ve certainly seen this story before, haven’t we?  Baron gets off to a hot start, then gets a little hurt, then misses some time, then you lose your league.  For the love of god, sell on Baron if you can get anything near third-round value for him.  He’s right around 20 on most player raters, but he’s just as likely to end up around 80-100 by the end of the year.  Those of you who drafted him in the 5th round this year have gotten exactly what you wanted - a hot start.  Now it’s time to sell and trade up in value, turn that fifth round pick into a third round pick and let someone else hold their breath all year.  VERDICT: SELL.

Monta Ellis - Ellis is quickly turning into an FBB favorite.  In fact, I was pretty impressed with him last year but it didn’t look like he was going to get enough minutes this year.  Luckily, with Don Nelson playing approximately 8 guards on the floor at all times, Ellis is thriving with over 30 mpg so far.  You might think that Ellis is a sell high candidate right now, but I”m going to go the other way.  I mean, he’s seeing over 30 mpg and between Jason Richardson and Baron Davis both dealing with injuries, that number should continue.  In fact, I’m so low on Davis right now that I’d advocate going out and getting Ellis from a sell-high-happy owner.  If you can get him for a Utility guy - and you should be able to - I say do it.  A Baron injury is all that stands between him and a 17 point, 6 assist average with a three and a steal.  VERDICT: BUY.

Mickael Pietrus - Pietrus may be valued higher than Ellis right now but I think that’s going to reverse itself by the end of the year.  Troy Murphy’s return will have a serious negative effect on Pietrus as he’ll be forced to move back to the perimiter, grabbing less rebounds, shooting a lesser percentage, blocking less shots, and seeing less minutes in general.  While Ellis has succeeded even when the Warriors were at full strength, Pietrus has only had good games and major minutes when either Murphy or Jason Richardson were out.  Still, odds are that he’ll manage at least 25-30 mpg and put up something similar to 14-5 with a three and a steal.  I’d still expect the FG% and blocks to drop, but that won’t surprise anyone.  VERDICT: HOLD.

Andris Biedrins - Here at FBB we’ve been huge fans of Andris Biedrins ever since we spent hours staring at this photo and feeling a little uncomfortable about ourselves.  The fact is that Biedrins is going to have plenty of good games but also plenty of bad ones and he’s probably more trouble than he’s worth.  That said, teams desperate for a center should be willing to overpay for him, so if you’ve got a team like that I’d start some trade talks there.  VERDICT: SELL

Mike Dunleavy, Jr. - In what has been one of the least-shocking developments of the early season, Mike Dunleavy has been a pretty big disappointment.  Well, that’s not true - in reality he’s pretty much the same player he’s always been.  But the preseason talk of him being a point-forward inflated his value and made some people think he was primed for a break-out year.  Well, now we can put those rumors to rest.  Dunleavy will have a few good games here and there but will ultimately be a marginal utility guy, just like he’s always been.  VERDICT: HOLD.

Jason Richardson - Does anyone else get the feeling that Richardson rushed himself back from his knee surgery?  Let’s look at the symptoms:  He wasn’t supposed to be ready for the beginning of the season but came back anyways.  He’s seen 7 mpg fewer than he got last year.  He missed a game due to soreness in his surgically repaired knee.  And the guy that typically depends on his explosiveness more than anything else has seen a severe drop in his percentages as well as a major drop in his defensive stats.  I’m just waiting for the Warriors to announce that Richardson is going to shut it down for awhile.  VERDICT: SELL

Troy Murphy - On the down side, he’s rebounding at half of his normal rate and still is allergic to blocking shots.  On the plus side, he - along iwht pretty much every Warrior outside of J-Rich - is averaging a career high in FG%.  Murphy should eventually settle down to what he’s always been - a double-double with a three and little else.  If that’s your thing, don’t let me stop you.  VERDICT:HOLD.

01
Steve
November 21st, 2006 7:15 am

Who has more value for the rest of the season in a H2H league? Frye or the Garbage Man?

02
Rook
November 21st, 2006 8:19 am

I’m trying to make decisions on a few Warriors I picked up — there seems to be plenty of interest in them. Even with your Ellis “buy” recommendation, do you have him higher than a steady vet like Cassell? Would you move Pietrus for a guy like Iguodala, despite the latter’s struggles in Philly?

03
November 21st, 2006 9:12 am

Rook, I’d definitely rather have the upside of Ellis than Cassell.

Not sure what you mean by Iguodala’s “struggles”, he’s actually been playing fairly well this season except for some poor shooting in his last few games. AI2 contributes in multiple categories, and I’d take him over Pietrus.

04
Rook
November 21st, 2006 9:16 am

Yeah, thanks. I should have specified — Iguodala is struggling in turnovers in turnover leagues. Besides that he’s been fine.

05
bublitchki
November 21st, 2006 9:34 am

One word:

Minutes.

That’s why I’d take Iggy over Pietrus in a heartbeat. Iggy’s getting 38 mins/gm and figures to keep doing so for the rest of the year. Pietrus is getting about 33 now, but will likely see that number decrease in time. Seeing as both players have similar skill sets, I’d go with the guy that will be on the floor more often.

Minutes are also the reason that I disagree with bv’s “sell” assessment on Biedrins. I recently read a piece in the SF Chronicle, written shortly after the start of the season, which quoted Nellie as saying that Biedrins is easily the Warriors’ best center. He’s gonna give this kid plenty o’ burn at the 5. Yeah, there’ll be some rough games ahead but my sense is that Nellie is going to let him play through them.

That’s why I recently made the rather unconventional decision to swap Ilgauskas for Biedrins. Big Z’s 20 min nights were just killing me and I just didn’t see those minutes getting better over time. I believe the Cavs are preserving him for their playoff run, causing endless frustration for Z’s fantasy owners. Biedrins, on the other hand, has shown continued improvement as his floortime has gone up. Heck, he’s even hit a few free throws recently!

My verdict: Hold or buy from a skeptical Biedrins owner.

06
SY
November 21st, 2006 9:38 am

Hinrich or Caron Butler?

Bosh or Ray Allen?

07
bv
November 21st, 2006 9:55 am

steve, frye has shown he can be effective for long stretches in the past. we just don’t know enough about the garbage man yet.

ellis over cassell, and iggy over pietrus, absolutely. Iggy was a 4-6th round pick in most leagues while pietrus may not have even been drafted! Go with the surer thing and the minutes, as bublitchki said.

Sy - apparently you are a big fan of DM’s new “who would ya” column. I’d say Hinrich over butler, while bosh/allen is pretty even and will probably depend on your team needs.

08
MIKE
November 21st, 2006 10:37 am

Question - Al Harrington appears to be eligible at Center in Yahoo! leagues…

Wassupwitdat???

09
Rook
November 21st, 2006 11:24 am

Thanks bublitchki and bv.

How about Barbosa? Buy, sell, hold? I say sell initially, but it does look like he’ll keep up pretty good minutes, like 30 a game, with Raja Bell back around. D’Antoni isn’t playing Banks and seems like an 8 man rotation, which gives all 8 the ability to be productive around Nash.

10
Nelson
November 21st, 2006 1:08 pm

Is it time to drop Damon Stoudamire for Bargnani yet? I need scoring and already have Nash, Kidd, and Hinrich to hold down the fort in assists.

11
rich
November 21st, 2006 2:58 pm

Thanks for that last article with the breakdown, I was surprised to read that. I too am a very frustrated Stephon Marbury owner… is it time to pull the plug? I see Jason Williams sitting there in free agency and I know that won’t last, he’s joined with Lue and Claxton… oh the temptation.

12
DM
November 21st, 2006 3:06 pm

I’m gonna have more on “Fucking” Stephon Marbury (apparently Jared transferred his old nickname to Steph, without me knowing) on Thursday, but I can’t let him go yet. His upside is still so much better than those other guys. That said, even if Isiah does replace Francis in the starting lineup with Crawford or Robinson, I’m not sure that’s going to change anything. As bad as it has been, it’s still not even a dozen games.

13
rich
November 21st, 2006 3:09 pm

Random update, but now Charlie Villanueva is sitting on waivers, making my desire to dump Marbury even higher.. in one month I’d have Garbajosa, Sheed, and Villanueva raining 3s from the PF and C (Garb) slots.. sigh.

14
bublitchki
November 21st, 2006 3:52 pm

As a lifelong fan of the Tita-Knicks, my sense is that Marbury is damaged goods.

Marbury has always been a scorer first and distributor second. Back when he was considered one of the game’s elite PGs, he exhibited an unshakeable confidence that bordered on arrogance (Remember “I’m the best point guard to play basketball”?) Like it or not, that attitude enabled Marbury to play the game at the high level he once did.

Well, everyone knows what happened last season under Larry Brown. Brown made it his personal mission to “break” Marbury the scorer and remold him as Marbury the distributor. He fucked with his head, trashed him in the press and basically used every psychological ploy to undermi,ne Marbury’s belief in himself. It worked. Marbury finished the season a broken player, his spirit and confidence shot. The acquisition of Francis - a player similar in style and temperament - certainly didn’t help his psyche either.

Can Stephon turn it around? It’s possible but I don’t think so. Belief in oneself, once damaged, is a hard thing to restore. Maybe it’ll happen if he’s traded away to a crappy team where he can once again be the big fish in a small pond. But I’m almost sure it won’t happen in New York.

I, for one, would drop him for Villanueva but not Jason Williams. If I could get 5th or 6th round value in a trade for him (not easy, but his name may still have some clout), I’d do it.

15
Steve
November 21st, 2006 9:55 pm

As I am typing, the entire world is witnessing the reemergence of Chris Kaman “His Pants”

16
Terrance
November 21st, 2006 10:27 pm

yeah steve, pretty weak as kaman just hit the wire in my league and i have the 12 waiver. i doubt kaman will clear waivers, i was hoping for a terrible game so i would have no problem claiming him.

17

[…] I’ve watched a lot of Knicks ball so far this year – as much as I’ve been able to stomach, at least – in an attempt to diagnose Marbury’s problems. One of our wisest commenters, Bublitchki, offered his thoughts in the comments section of BV’s Warriors post on Tuesday, and I don’t think he’s far off. I’m not sure I buy as much into the Bill Walton-esque psychoanalysis that Marbury is a broken man and that he can’t restore his confidence. I do think it’s clear that he’s lost the swagger that he used to have, that he didn’t really earn, honestly. And it’s also fairly clear that Marbury does not approach the game the same way he once did. The slashing and tenacity aren’t there. He brings the ball upcourt, and if he doesn’t take it to the rack immediately, he passes it off and knows it’s not coming back to him. Because let’s face it, it would be hard to put a team together with fewer people who are interested in passing than what Isiah Thomas has cobbled together up in New York. Channing Frye, Eddy Curry, Jamal Crawford, Nate Robinson, Quentin Richardson – chuckers, everyone of them. So what happens is Marbury comes up court, passes it off and runs to the corner, uninterested, like Randy Moss breaking the huddle on an off tackle run. […]

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