KFC SuperCoach Investor Daniel Begala’s trade tips for Round 2

Three of the most-popular KFC SuperCoach cash cows scored 60 or less in Round 1. How many chances should they get? SuperCoach Investor Dan Begala explains.

After a brief hiatus, the KFC SuperCoach Investor has returned to the office having scoured the globe for investment advice that is at the forefront of thriving in the post-COVID world.

Equities. Bonds. Cryptocurrency. KFC SuperCoach. You name it!

Although it wasn’t a round for the highlight reel (1960 points), there is nothing more fulfilling than climbing the overall rankings with carefully executed trades at the SuperCoach stock exchange.

Our resident trading expert, Daniel Begala, shares his views on the critical decisions impacting coaches following a tumultuous Round 1 that saw popular stock, Matthew Rowell, succumb to an early in-game injury and long-time blue chip stock, Patrick Dangerfield, attract the ire of the AFL regulator.

RUCK REVOLUTION

COVID has changed the way we live, the way we work and now, the way we ruck.

It’s only been one round, but the warning signs are there, with none of premier ruckmen producing dividends commensurate with their lofty asking prices.

Grundy and Gawn. Gawn and Grundy. Gawndy.

It was set-and-forget, right?

With only a small sample size (one-game), the KFC SuperCoach Investor is loathe to buy into the speculation that Season 2021 is going to coincide with the demise of blue-chip stocks, Max Gawn and Brodie Grundy.

There is no doubt that they were both underwhelming in Round 1, however, no decision should be made until at least the conclusion of Round 2 when we’ll be able to more accurately assess the trends impacting ruckmen and their scoring prowess.

If Grundy, for instance, doesn’t show the hallmarks of his former self against Mark Pittonet and the Blues, I will certainly consider the “big short”.

TRADE GUIDE: BEST ROWELL, DANGERFIELD REPLACEMENTS

Brodie Grundy was beaten by Stef Martin and Tim English in Round 1.

The big short, you ask?

Many coaches will be compelled to “short” (sell) Grundy to capitalise on the likes of Matthew Flynn ($123K) or the new main man, Tom Hickey ($261K), at the Swans.

Most coaches will have Flynn at R3, but Hickey looms as the perfect candidate for “rebalancing” your KFC SuperCoach portfolio if Grundy fails to fire in Round 2.

It’s audacious and it’s too early to truly tell, but the benefits could be multifaceted and supercharge your team.

You’ll free up around $400K, capture an immediate price rise (on Hickey) and avoid the dreaded depreciation of Grundy’s price.

It’s certainly ambitious, but these are the calls that will echo in KFC SuperCoach eternity if you manage to pull off the “big short” and propel your side from the rankings herd.

Next week is pivotal.

MARGIN CALL: ROWELL & DANGER

This week’s “margin call” is driven by the trading halts on popular stocks Matthew Rowell ($495K MID) and Patrick Dangerfield ($612K MID/FWD), who are set to challenge the most seasoned veterans of the SuperCoach Stock Exchange.

Rowell will unfortunately miss a series of games; so for the KFC SuperCoach Investor, it’s a distinct “SELL” rating on this popular stock.

The conundrum, however, is Patrick Dangerfield and the punishment likely to be handed down by the regulators of the SuperCoach Stock Exchange on Tuesday evening (AKA the AFL Tribunal).

All eyes will be on the ruling.

Jack Macrae is a blue-chip KFC SuperCoach scorer.

If the suspension is anything greater than two matches, the KFC SuperCoach Investor will be shorting Dangerfield, rebalancing his portfolio and using the net proceeds of the trade to hopefully convert his Rowell shares into perennial blue-chip, Jack Macrae ($652K, MID).

To facilitate this trade, the KFC SuperCoach Investor will need to free up approximately $150K and to do so, must consider the likes of Isaac Heeney ($455K FWD), who looks to be entrenched among the top 6-8 forwards as part of the youthful Swan outfit.

Another easy trade, albeit sideways (+$50K), is Josh Dunkley, who, despite pressure for spots in the Bulldogs’ midfield, derived a solid dividend yield of 113 points and looks all but certain to finish in the top echelon of forwards.

If you don’t require the liquidity to covert your Rowell shares into the likes of Macrae or Clayton Oliver ($656K), Dunkley is the best option for investors faced with the Dangerfield dilemma.

PORTFOLIO TINKERING

The most important component of your KFC SuperCoach portfolio is your rookies.

Over the next two weeks, you will need to make decisive calls on which rookies offer the greatest scoring potential, but most importantly, who boasts the greatest level of job security and sustainable price appreciation.

The pick of the bunch – without delving too deep – appear to be Matt Flynn ($123K RUC), Errol Gulden ($117K MID), James Rowe ($117K FWD) and James Jordon ($123K MID).

All scored admirably in Round 1 and look to be cemented within their respective sides.

The SuperCoach Investor’s portfolio composition luckily includes all four penny stocks, however, if you’re missing any you will need to consider acquiring them pre-emptively in Round 2 or risk being left with more substantial problems in Round 3 when you’ll only have two trades available.

SUPERCOACH PLUS: HOW TO SUPER CHARGE YOUR TEAM

James Rowe (left) shapes as a must-have rookie in KFC SuperCoach.

Lachie McNeil (26), Tyler Brockman (22), Ollie Henry (9) and Charlie Lazzaro (3) would be the first assets I’d be flagging to be “shorted” from your portfolio in preference for the Big Four rookies outlined above.

Another exit strategy will include shorting any one of the $200K “rookies” who failed to fire in Round 1 with Paddy Dow (60), Jarman Impey (64) and Joe Daniher (54) the priority stocks for consideration.

They’ve exhausted your salary cap, possibly thwarted the inclusion of an additional (13th) premium and each scored on par with a bottom-priced rookie.

Like always, it’s a pivotal week at the SuperCoach Stock Exchange.

Trade well.

Originally published as KFC SuperCoach Investor Daniel Begala’s trade tips for Round 2