July 20, 2008

MLB Stock Portfolio – Update

by @ 1:17 pm. Filed under MLB

To say the Cubs bats have been disappointing over the past two games is an understatement. The team that led MLB in offensive productions has mustered just 2 runs in their 2 games since the break, and yesterday’s run was the work of the pitcher Carlos Zambrano hitting a HR. Let’s not panic. The Cubs are the best team in the NL, there really isn’t a question about that. Houston is somewhat hot, and has proven to be a second half team the past couple of years. It is important to remember why the Cubs are in the portfolio. Their record over the second half will be enough games over .500 that they will earn money. For now, until the bats warm up, I am going to lay off aggressive plays and be in position to strike once the Cubs get it going.

The Mets and Tigers are in the same boat. They were hot and may face a little cool down time. Overall, these teams will be in their respective pennant races and there are no plans to inactivate these stocks.

The Brewers are performing to expectation, as they are slightly ahead of the Anticipated Bank after two games. A rare occurrence today with the Brewers, clearly a better team than the Giants, being an underdog. Granted it is because the Giants ace, Tim Lincecum, is throwing; but with the Brewers stock performing well this will be an aggressive play today.

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