Fantastic Thoughts: Everybody's Underrated in Canada

Since the mid-nineties, few save diehards like myself, have felt it necessary to follow that friendly fourth-place team from north of the border, the Toronto Blue Jays.  Canadian baseball fans have dwindled, robbed of one franchise and forced to watch another languish in baseball's toughest division.  You probably don't realize that over the last six seasons the Jays are actually twenty games over .500, having never won fewer than 75 games.  If they were in any other division, they would routinely be playing meaningful games in August and September and would likely have brought home at least one or two division titles during that span.

In fantasy baseball, as the 2010 season proved once again, it doesn't pay to ignore the Jays.  Toronto hit 46 more homers than any other team in baseball last year.  That's right.  Even if they hadn't had the MLB leader in homers, Jose Bautista, they would've been second in the majors in long balls.  (Note: On the other side of things, the Jays finished dead last in the AL in steals, with 58.  That's right, the entire team managed fewer steals than Juan Pierre.)

As such a dramatic team-wide power surge suggests, some of the year's best deals came out of Toronto.  Most notably, Bautista, generally ignored in all by the deepest leagues, compiled the biggest home run total by any player since 2007 and was also among the league leaders in runs, RBI, walks, and OPS.  Vernon Wells, the once-promising centerfielder who many had left for dead after a string of rather dismal campaigns, had his first 30+ HR season since 2006 (and didn't kill your batting average either).  You probably could've had him for $1 add the tail end of your mixed-league auction.

John Buck, a infinitely forgettable 30-year-old catcher who wasn't even guaranteed a starting job when the season began, posted career highs in nearly every relevant offensive category (I kid you not: runs, hits, doubles, homers, RBI, AVG, OBP, SLG).  Alex Gonzalez, a veteran shortstop generally favored only for his defense, who hadn't hit more than 16 homers in a season since 2004, hit 17 in half a season in Toronto, before being traded to the Braves.  He also finished the season with career highs in 2B, HR, and RBI.

One might assume, with balls flying out of the Skydome at such an alarming rate and from such unexpected sources, that Blue Jays pitchers were not quite as promising investments.  But that wasn't exactly the case.  When Spring Training began, many fantasy analysts didn't have a clue who was going to be in the Toronto rotation.  Doc Halladay was gone and the only other pitchers with significant track records - Shaun Marcum, Jesse Litsch, and Dustin McGowan - were all coming off major injuries with uncertain timetables for recovery.  There was a three-headed competition for the closer's job, with no clear favorite.  Basically, you could've had any Blue Jays pitcher for a song.  And several were worth well more than that.

It took him until a week or so into the season, but Kevin Gregg eventually won the closer's job and compiled a nice total of saves (37), though with somewhat suspect rate numbers (3.51 ERA, 1.39 WHIP).  Ricky Romero and Shaun Marcum became the team's co-Aces, and though their numbers were unspectacular, they were a solid addition to the backend of any fantasy staff.  Brett Cecil and Brandon Morrow emerged as good in-season pickups.  Cecil didn't start the season in the majors, but ended up leading the team in wins, with 15.  His second-half was particularly strong (for a 24-year-old), as he went 8-2 with a 4.08 ERA.  Morrow spend the whole year in the rotation (save a brief stint on the DL), but he wasn't exactly drawing many suitors when his ERA sat a 6.80 on May 25th.  Thereafter, the converted reliever became one of the best strikeout artists in the American League, going 7-3 with a 3.46 ERA and 119 K in 101 innings.

But all that was last year, right?

Buck, Gonzalez, Gregg, and Marcum have all moved on to other teams, most of which don't offer quite as promising environs (Marcum is the exception).  Nobody's going to be sleeping on Bautista coming off his breakout year.  Wells is a notoriously risky investment who had tricked people before.  Do the 2011 Jays promise to have any sleepers?

Well, I think Morrow, Cecil, and Romero will all remain under value.  All are in their mid-twenties.  An additional step forward in the development process would be enough to make them borderline elite pitchers.  There's no guarantee that happens this year, but it could.  And you certainly won't have to pay for it.  In many leagues, because they play in Toronto, these pitchers will go completely unrecognized, even though their numbers are just as promising (if not moreso) than youngsters like Phil Hughes, Wade Davis, and Brian Matusz who will get much more attention.

Also, if you were paying attention at the beginning of last year, you'll recall that nobody was expecting Bautista and Wells to be the workhorses in the middle of the Jays lineup.  That duty was supposed to fall to Adam Lind and Aaron Hill.  These were guys who had even gotten some MVP consideration in 2009.  Both were coming off seasons of 35+ HR and 100+ RBI.  Both sputtered big time in 2010.  Although they still hit some homers (23 for Lind, 26 for Hill), neither managed to get his OBP above .300 or his average above .240, and all their other numbers suffered accordingly.  While it's probably true that neither should be expected to return to their '09 levels, both also suffered from some tremendously bad luck.  Steep dropoffs in BABIP (Hill had by far the lowest BABIP of any player in the majors) suggest they have a strong chance of getting back to somewhere between their '09 and '10 production.  If that means 25-30 HR and 90-100 RBI with averages in the .270 range, you should be getting good value.

Toronto is a good place for players with power.  Last week, I included J. P. Arencibia among my top five fantasy rookies for exactly that reason.  Travis Snider and Edwin Encarnacion, though not rookies, are also potential beneficiaries.  Encarnacion hit five homers in the last four games of 2010.  Obviously, that's a small sample size, but he's a former top prospect who had been struggling with injuries.  Fully healthy and limited primarily to DH duties, the 28-year-old could be primed for a breakout year.  The Jays rushed Snider to the bigs (he played his first MLB game at age 20).  As a result, even though he's now just 23, many fantasy players will have forgotten about him.  Remember last winter how everybody had decided that 24-year-old Delmon Young was a flop?  Snider could follow that pattern.

Finally, one word about Jose Bautista.  There will be no shortage of leagues in which Jose Bautista, coming off his 54 HR season, will actually be underrated.  How could this be?  Well, of course, many cagey skeptics will conclude that he can't possible repeat that production.  Beware taking that rational too far.  The baseball season is long.  It's hard to stay consistent throughout, especially if you're a player who's playing above his abilities.  Evidence of "flukishness" will show up over the course of a season.  Weaknesses will be found and exploited.  Here's the thing though, Bautista's BABIP was actually substantially lower than his career average, so it's hard to argue he was getting lucky.  And here are his monthly totals:

April: 4 HR, 741 OPS
May: 12 HR, 1188 OPS
June: 4 HR, 692 OPS
July: 11 HR, 1183 OPS
August: 12 HR, 1173 OPS
September: 11 HR, 935 OPS

To me, this doesn't look like a guy who's suffering from overexposure as the season progresses.  As yet, there's no indication that the league has figured him out.  Could it happen in 2011?  Sure.  But I think it is equally likely that Bautista is once again at 45+ HR and 110+ RBI hitter who has multiple position eligibility.  Bautista's power surge was accompanied by sizable increases in his walk rate and a sizable decrease in his strikeout rate.  Those are talents which, once learned, generally don't just disappear.

ADDENDUM:  The Jays recently made official deals with Jon Rauch and Octavio Dotel.  So it would appear, just like last year, Spring Training will probably feature a three-way competition for closing duties between Rauch, Dotel, and Jason Frasor.  Frasor actually won that competition last year, but was replaced in early April by Kevin Gregg, who held down the spot for most of the remaining season.  I don't think one of these guys is dramatically better than the others, but all have previous closing experience (with some modicum of success) and because of the uncertainty, they will all come on the cheap.  As somebody who always endorses prospecting for saves as late in your draft or auction as possible, you could do a lot worse than any (or all) of these guys, especially in deep leagues.

The Baby Rays...er...Jays

The anchors at ESPN and sportswriters around the league have been quick to highlight the exploits of this season's most surprising franchises, namely the Padres, Reds, and Athletics.  But one team, which has been more or less the equal to all of them, has gone largely unappreciated: the Toronto Blue Jays.

As we enter the season's seventh week, the Jays have the fourth best record in the American League.  They are also fourth in run differential and tied for third in scoring.  Yet they are faced with a familiar conundrum.  Against the behemoths in their own division - the Yankees, Rays, and Red Sox - they have gone 2-7 (.222), against everybody else they are 21-10 (.677).

For the past four seasons, I've tuned in to Toronto's games on a weekly basis, because they were home to my favorite player, Roy Halladay.  I figured in 2010, however, as my Doc fix would be fulfilled by Phillies broadcasts, and the Jays were beginning what could be a prolonged rebuilding process with their new GM, I would find myself looking at that mouthwash green Skydome turf far less frequently.

So far, that hasn't been the case.  Certainly, they are no substitute for Halladay, but Brett Cecil and Ricky Romero are both on the list of young, high-upside pitchers who I enjoy watching develop.  In truth, all five members of the Toronto rotation pique my curiosity.  Toronto leads the American League in strikeouts (by a rather sizable margin).  Brandon Morrow has the best strikeout rate (11.85 K/9) among AL starters, and Romero (9.43 K/9) isn't terribly far behind.  Kevin Gregg has gone 11-for-12 in save opportunities and Scott Downs leads the league in holds.

As Cecil showed last week when he got shelled by the Rangers, these young arms are going to have their ups and downs, but the Blue Jays are developing a pretty stellar collection of pitching talent.  Waiting in the wings are Kyle Drabek, Dustin McGowan, and Marc Rzepczynski, among others, so there is quantity as well as quality.

On offense, the Jays have been even more impressive, as they are one of the six teams in baseball who have already scored upwards of 200 runs.  Behind surprising power surges from Jose Bautista, Alex Gonzalez, and Vernon Wellls, they lead the league in homers and total bases, and trail only Philadephia in overall slugging.

There aren't many signs that this pace is unsustainable.  Certainly, Gonzalez, who in a dozen seasons has hit 20+ HR only once (in 2004), probably won't maintain his 40 HR pace.  And we could see less significant regressions from Wells and Bautista also.  But while those players started hot, Adam Lind and Aaron Hill started cold.  They will undoubtedly improve significantly on their sub-700 combined OPS from the first six weeks.  The Jays could also get offensive infusions from Edwin Encarnacion, who'll be activated from the D.L. today, and Brett Wallace, the top prospect who's already blasted 11 HR at AAA.

The Jays are near the bottom of the AL in batting average and OBP, despite their run-scoring, but they are also second-to-last in the AL in BABIP (batting average on balls in play).  They are near the middle of the pack in walk rate.  All these factors combine to suggest that while the Jays may not be able to keep pace with the Rays and Red Sox (as they have so far), they will easily stay in the top half of the league in total offense.

I'm utterly against it, but for those who would make the case for some kind of radical realignment, their argument would have to start in Toronto.  Over the past five seasons, the Jays have been near the middle of the pack in total expenditures and, the Wells and Alex Rios megadeals aside (everybody makes mistakes), they've spent the money wisely enough to be a very respectable team.  They've scored more runs than they've allowed in every season since 2005 and are 17 games over .500 during that span.

Yet the truth of their unfortunate geographical situation cannot be denied.  Against the Yankees, Rays, and Red Sox they have gone 128-152 (.457).  Against everybody else they've gone 306-265 (.536).  That pretty much tells the story.  If they'd played in any other division, they'd probably have managed at least one or two playoff appearances during the last decade.  As it stands, they haven't made the postseason since they won back-to-back World Series in '92 and '93.

Of course, Tampa Bay faces the same competition and has an even smaller budget, yet found their way to the World Series as recently as 2008 and look primed to make a deep run again this year.  Alex Anthopoulos is no doubt using the Rays as his model.  The Jays are stocking the system with prospects, are buying up the arbitration years of their top young players, and probably won't be signing any more $100 Million contracts for the foreseeable future.  Although 2012 is probably the soonest Jays fans can expect to see a potential contender, there is reason to get excited about the product they're putting on the field currently, and there will be even more reason once the Jays start turning the page on their few remaining mediocre veterans (I'm looking at you, Lyle Overbay).

The fairy-tale ending is this.  In 2014, fresh off collecting a handful of rings with Philadelphia, a 37-year-old future Hall of Famer, Roy Halladay, returns to Toronto on a relatively short and cheap contract.  He's no longer "the best pitcher in baseball," but with his deep repertoire, excellent control, and implacable demeanor he continues to provide quality innings at the back end of the rotation and is a Maddux-esque tutor for the likes of Drabek, Romero, and Cecil, now in their late-twenties and on the cusp of free agency.  If they get to the playoffs, there will be a frightening combination of power and experience on the hill.

There are still some familiar faces.  Vernon Wells, now the left-fielder, is in the final year of his contract.  Aaron Hill and Adam Lind are also nearing the end of their option years (Hill's final Toronto option is '14, Lind's is '16).  But the lineup and defense have also been buoyed by several years of good drafting and development.  Wallace provides legit power from first base.  The speedy Kenny Wilson is batting leadoff and roving center field.  J. P. Arencibia has developed into a premium backstop.  The Jays are a team to be respected and feared, even by the powerhouses in their division.

If you're a Jays fan, or merely somebody who's sick of the Yankees and Red Sox, it's a pretty picture.  Is is realistic?  Well, look at where the Rays were four years ago.  During Joe Maddon's first season, 2006, Tampa Bay lost 101 games and were outscored by nearly 200 runs.  The Jays have a much better basic foundation to build upon.  They'll need Anthopoulos to prove himself capable of good decision-making, first and foremost.  They'll need the Yankees to show some age.  They'll need the Rays rebuilding process (which likely begins either this offseason or next) to be a little slower than expected.  And they'll need a little luck.  But, hey, don't we all.  

Fantastic Thoughts: "Trade for Aaron Harang. No, seriously."

With approximated 20% of the season in the books, it's time to start sizing up your fantasy roster.  Many owners, at this juncture, make one of two mistakes:

1.) Because they are sitting at the bottom of the table, they decide to punt, either completely abandoning their team or, in keeper leagues, starting to play exclusively for next year.

2.) Because they've gotten off to a hot start, they superstitiously sit on their roster, denying any potential for improvement.

With so much season left, it's pretty much guaranteed that you've got a hot streak and a cold streak still in front of you, perhaps a prolonged one.  If you do get hot after a bad start and you end up finishing in second or third place, you're going to really regret unloading Placido Polanco for a prospect in May or sitting on Chris Davis when you could've picked up Brennan Boesch.  Similarly, if you blow that double-digit lead, your decision to stubbornly stick with Ben Sheets could really burn you.

At this point, you're looking for the classic "buy low, sell high" candidates.  Below, I'll provide you with some of my favorites, but first let me offer some strategies for identifying your own:

BABIP:
Batting Average on Balls in Play is the Hansel of statistics.  It's so hot right now.  It's main benefit is identifying "luck" on both sides of the ball.  If a hitter has a BABIP way higher than his career norms, he's finding holes at an unsustainable rate.  Everything is dropping in.  If his BABIP is unusually low, he's probably hit his fair share of "at 'em" balls and could be due for a hot streak.  For pitchers, the opposite applies.  High BABIP suggests bad luck, low BABIP suggests the potential for regression.

FIP:
Fielder Independent Pitching measures outcomes that a pitcher can "control."  That is, strikeouts, walks, and homers.  The resulting number looks like a standard ERA.  So, what we can do is compare the FIP, which judges exclusively the pitcher, to the ERA, which is effected by several other factors.  Over time, these numbers will tend to move toward each other.  In 2009, no team had a separation between ERA and FIP of more than half a run.  So, when you see disjunctions of a run or more, you can assume that pitcher is getting burned either by bad defense or bad luck.

Game Logs:  
This is the most effective, but also the most time-consuming method for analyzing players.  At this point in the season, one bad week for a hitter or one bad outing for a pitcher can have a dramatic effect on their ratio statistics (AVG, OPS, ERA, WHIP, etc.).  It's impossible to check these for every player, but for those who you're considering adding, dropping, or trading, it's a must.

HR/FB:
Another stat that goes both ways.  HR/FB works best for veteran players having out of character years because, like BABIP, it's most effective when judged against career norms.  For a hitter, a significantly higher HR/FB rate might suggest inflated power numbers, gained either by playing in homer-friendly parks or just catching some breaks down the lines.  For pitcher, a high HR/FB rate suggests, again, some bad luck or, perhaps, a flurry of unfavorable matchups.

K/BB:
As those who visit the Hippeaux consistently are probably already aware, this is probably my favorite catch-all statistic on both sides of the ball.  In the early going, a particularly high strikeout rate (for a hitter) worries me, because it means he has much less chance for positive outcomes (because getting lucky pretty much requires that you at least put the ball in play) and is thus more susceptible to extended cold streaks.  A low walk rate, although not as detrimental, also limits the opportunity for things like runs and stolen bases, so I'm particularly aware of it in relation to top of the order/speed type players.  On the flip side, a low strikeout rate limits a pitcher's ability to get out of tough situations and makes him more enslaved to his defense.  Therefore, it you're considering a low strikeout rate pitcher (there are plenty of good ones), you should pay close attention to the team behind him.  A high walk rate, particularly in combination with a low strikeout rate, makes run-scoring situations significantly more frequent.

Now, for the cast of the Bi-Lo All-Stars...

Why the Jays are this year's Rays...

This can't be for real, right? It is just a matter of time until they fall back to fourth place, where they belong, right? Maybe the best fourth place team in baseball, but fourth place nonetheless. Nobody predicted this, right? Wrong.

If you check my column from March, "The Raging Jays," you'll find that I've been on the Blue Jays bandwagon for quite some time. In fact, last year I predicted that they would finish ahead of the Yankees (although I didn't figure that would still mean third place, behind the Rays). And I see no reason to second-guess myself now. In fact, it is quite possible that there is nowhere to go but up. After all, Toronto's AL-best record has been achieved without a single win from Jesse Litsch or David Purcey (the #2 and #3 starters going into the season). It was managed despite the fact that B. J. Ryan blew a pair of saves and couldn't find 90 MPH on the radar gun before he went to the D.L. and despite the fact that the team's best hitter, Alex Rios, has started the year hitting .248 with a 670 OPS.

Sure it may be fair to suggest that it is unlikely that Aaron Hill (.376, 5 HR, 989) and Adam Lind (.320, 5 HR, 957) will maintain their current paces. And 29-year-old rookie Scott Richmond (3-0, 2.70) isn't going to go undefeated. The Jays will suffer some cold streaks and they will be battling for a playoff spot down to the very end. But that's my point, they aren't going away. Yesterday they brought up Robert Ray and Brett Cecil to replace Purcey and Brian Burres, who had combined to go 0-4 with an 8.44 ERA in seven starts. Cecil hasn't exactly been gangbusters so far this season, but last year he went 8-5 with a 2.88 ERA and 129 K in 118 IP at three minor-league levels. He's only 22 and undoubtedly one of the top pitching prospects around. Ray is a little older (25) and not as dominant (132 K in 167 IP in 2008), but still a legitimate candidate for the back-end of a big-league rotation. It is reasonable to expect that they will be improvements on the pitchers they replace. Later this month Litsch, Ryan, and Ricky Romero will return from the D.L., further bolstering the pitching corps. Around the same time Shaun Marcum will begin a minor-league rehab assignment, putting him on course to rejoin the team in the second half. Marcum may not immediately be the pitcher he was before Tommy John (9-7, 3.39, 1.16 WHIP in '08), but he gives the Jays an additional option at the back-end of the rotation or in the middle innings. Similarly, Dustin McGowan, another major contributor in the staff that was best in baseball last season, could be ready to pitch sometime late in the year. It looked like a rag-tag bunch going into the year, now there appears to be some depth, although more injuries and/or setbacks could still be prohibitive.

Depth is of course essential to any team attempting to survive in the toughest division in baseball. Boston and Tampa Bay would not have made it to the postseason last year if it hadn't been for contribution by guys like Jed Lowrie, Willy Aybar, Justin Masterson, and Eric Hinske, all of whom stepped up and played well when major contributors missed time. The Jays bench will need to do the same and early indications are that they can. Kevin Millar has hit .350 in limited ABs. Jose Bautista is a hot prospect who never lived up to his billing in Pittsburgh, but could play 2B, 3B, or OF and hits for decent power. Right now he is hitting .310. John McDonald is, of course, one of the flashiest defenders around, more that an adequate replacement for Aaron Hill or Marco Scutaro defensively, which is critical.

Remember, the Rays were among the top defensive teams in baseball last year, led by great gloves up the middle. The Jays, currently leading the AL in Fielding Percentage, are similarly constructed. Rios (#2), Hill (#7), McDonald (#10), Rod Barajas (#4), and Scott Rolen (#5) are all rated as top ten fielders at their position according to John Dewan's FIELDING BIBLE, and Scutaro, Vernon Wells, and Lyle Overbay are just shy of being premier defenders as well. Only Travis Snider, well hidden in left field, can truly be considered a butcher.

Besides Cecil and Snider, their are a couple prospects to look out for later in the season. J. P. Arencibia is currently catching at AAA. In two stops last year the 23-year-old first-rounder out of Tennessee hit 27 HR with an 850 OPS. He could see time if Barajas struggles, or even at DH if Lind or Snider were to go down. Toronto's first-round pick from last year, David Cooper, also showed considerably skills in his half-season debut, hitting .333 with a 901 OPS. If he can continue at close to that clip at AA, he could make his debut in the second half.

Perhaps most importantly, after years of suffering under the ineptitude of John Gibbons, who was blessed with arguably better teams, the Jays have turned the reigns over to Cito Gaston, who has quite clearly improved the hitting approach throughout the lineup and has shown belief in his talented young players. First place is a familiar position for Gaston, who guided the Jays to their back-to-back championships in the early 90s. Like Joe Maddon of the Rays, he has captivated the entire clubhouse and has the Jays focusing on factors they can control and not thinking about the Yankees and Red Sox. That said, a major test comes in the middle of May when Toronto plays nine straight against the Yanks, Red Sox, and White Sox, arguably the three best clubs in the AL.

(Look, an entire column about the Jays and I didn't even mention Doc Halladay, who, in case you haven't heard, is the best pitcher in baseball.)