[DC 86]

The question on the ND guy is whether he would be a buy at #4.  That's basically a bet that he will win the championship in the next few years.  I see a lot of 10 and 11 win seasons for ND, but I don't see a title in Kelley's future, not with Alabama, Clemson, Oklahoma, and tOSU taking turns ahead of him.  ND will be in the title hunt year in and year out, but it will fall short year in and year out. Thus, I think he's a hold at 4.

Edwards is a Buy at 34, at least in the short term.  He probably has one of the top-2 teams in the South right now, and seems likely to make it to the top-25.  I'm not sure what his long term prospects are, and the next couple years' teams may be at or near his ceiling.  But that ceiling is better than 34.

BC

Agreed, ASU is a sleeping giant and Edwards is doing a lot of things right there, he is a Buy.

On the other hand, Finch is also a Buy for me, definitely not a Sell; that program can't get any worse and he's doing good things in terms of recruiting.

Jimmy Lake is also a Sell for me, based on poor recruiting and the fact that their biggest true rival (Oregon, not WSU) is on such a strong upward trajectory.

Of the others on the list the one that stands out for me is Sonny Dykes at #69. It's hard to believe following his dismal Cal tenure but he's doing a brilliant job at SMU. They are having unprecedented recruiting success and bringing home big time transfers who played for metroplex high schools. I would issue Buy recommendations on all of the top G5 programs since they are going to benefit from the playoff expansion and SMU is obviously in the top echelon of that cohort. Buying SMU stock now is like buying Microsoft stock in the late 1980s, and given Dykes's age and roots he should be there for the foreseeable future.

[DC 86]

The question on the ND guy is whether he would be a buy at #4.  That's basically a bet that he will win the championship in the next few years.  I see a lot of 10 and 11 win seasons for ND, but I don't see a title in Kelley's future, not with Alabama, Clemson, Oklahoma, and tOSU taking turns ahead of him.  ND will be in the title hunt year in and year out, but it will fall short year in and year out. Thus, I think he's a hold at 4.

Edwards is a Buy at 34, at least in the short term.  He probably has one of the top-2 teams in the South right now, and seems likely to make it to the top-25.  I'm not sure what his long term prospects are, and the next couple years' teams may be at or near his ceiling.  But that ceiling is better than 34.

BC

Agreed, ASU is a sleeping giant and Edwards is doing a lot of things right there, he is a Buy.

On the other hand, Finch is also a Buy for me, definitely not a Sell; that program can't get any worse and he's doing good things in terms of recruiting.

Jimmy Lake is also a Sell for me, based on poor recruiting and the fact that their biggest true rival (Oregon, not WSU) is on such a strong upward trajectory.

Of the others on the list the one that stands out for me is Sonny Dykes at #69. It's hard to believe following his dismal Cal tenure but he's doing a brilliant job at SMU. They are having unprecedented recruiting success and bringing home big time transfers who played for metroplex high schools. I would issue Buy recommendations on all of the top G5 programs since they are going to benefit from the playoff expansion and SMU is obviously in the top echelon of that cohort. Buying SMU stock now is like buying Microsoft stock in the late 1980s, and given Dykes's age and roots he should be there for the foreseeable future.