Update heading into tomorrow night's scrimmage (which I'm still on course to attend):
* Reports are that Adam Carriker's picking up his play, so he's been restored to a value stock.
* I'm less positive about Quincy Butler's work in pass coverage, but there are mostly good reports about him out there, especially as a run supporter. I moved him up to passbook class.
* Chris Ogbannaya's impressing many, especially as a receiver. Stands to reason given his college career. He's bumped up to microcap.
* The Rams have had very few injuries this camp, yet unlucky John Greco has been injured multiple times. Let's hope his luck turns and he can get back into the green. Mike Karney's ankle injury is developing into a bit of a concern.
* I should think about siccing the SEC on Chris Chamberlain for accidentally hitting Steven Jackson in the knees yesterday. I also hope to get some due diligence done on Ron Bartell tomorrow night.
STRONG BUY: OJ Atogwe, Donnie Avery, Donnie Jones, Jason Smith. Having the visibly-best camps so far.
BLUE CHIPS: Josh Brown, James Butler, Steven Jackson, Randy McMichael, Will Witherspoon. Well-established high performers who give little cause for worry.
SMALL CAPS: Kenneth Darby, Daniel Fells, Bradley Fletcher, Larry Grant, James Laurinaitis, Chris Long, Laurent Robinson, Cliff Ryan, Darell Scott, David Vobora, Jonathan Wade. Younger players with significant upside.
VALUE STOCKS: Victor Adeyanju, Jason Brown, Mark Bulger, Adam Carriker, Chris Draft, Adam Goldberg, James Hall, Richie Incognito, Mike Karney, Leonard Little, Chris Massey, Mark Setterstrom. Steady veterans with some upside.
EARNINGS SURPRISES: Craig Dahl, Gary Gibson, Roy Schuening, Hollis Thomas. Veterans performing much better than anticipated.
CDs: Billy Bajema, Alex Barron, Jacob Bell, Brock Berlin, Kyle Boller, Antwon Burton, Keenan Burton, Eric Butler, Tim Carter, Chris Chamberlain, Ronald Curry, Brooks Foster, Samkon Gado, Tye Hill, Todd Johnson, Eric Moore, Derek Stanley, Phil Trautwein. CDs may be steady investments, but they're never going to be a cause for excitement.
PASSBOOK ACCOUNTS: C.J. Ah You, K.C. Asiodu, Eric Bassey, Quincy Butler, Ian Campbell, Dominic Douglas, Jerome Johnson, Tim Mattran, David Roach, Daniel Sanders, Eric Young. Passbook investments are an uphill fight because they don't even beat inflation.
STOCKS WITH HIGH BETAS: Ron Bartell. I don't understand high-beta stocks any more than I understand Ron Bartell's performance in camp so far. I would hope he will quickly be upgraded to at least value stock status.
PROMISING MICROCAPS: Nate Jones, Justin King, Chris Ogbannaya, Cord Parks. Young players performing surprisingly well.
PINK SHEETS: Roger Allen, Marcus Brown, Jarrett Byers, Keith Null, Sean Walker. Young players with ability but with pretty long odds of being fruitful investments.
EARNINGS DISAPPOINTMENTS: Quinton Culberson, John Greco.
SELL: Joe Klopfenstein, Antonio Pittman.
Reminder: Past performance is no guarantee of future results.
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