Friday, September 13, 2013

THE SOONERS DEFENSE...BUY, SELL OR HOLD?

There is little or no doubt that the Oklahoma Sooners defense is much improved in 2013...but how much improved?  Do you think this defense is good...maybe even great?  Or do you feel like this defense is only smoke and mirrors; an improved unit from last year, but one that will be exposed once the competitions steps up?  Or maybe you are like me, guardedly optimistic but needing to see more before you can buy all in?

It made me wonder what Jim Cramer from mad money might have to say if the Oklahoma Sooners defense was trading on the NASDAQ.  Would he buy, sell or hold?


My mission is simple...to make you money. I'm here to level the playing field for all investors.  There is always a bull market somewhere and I'm here to help you find it.  Mad Money starts...now!

Hey, I'm Cramer...welcome to mad money, welcome to Cramerica.  Other people may want to make friends; I just want to make money.  My job isn't just to entertain you, but to coach you and educate you.  Let's get started...first caller:


Caller:"Hello, this is Billy Bob, from Broken Arrow, Oklahoma. How Mamma doin'

Cramer: Momma doin' fine

Caller: My question is about Oklahoma Land & Air Defense (OKLA).  As you know Cramer, the stock trades on the Big 12 Exchange and has been moving up the last couple weeks. I wanted to get your thoughts on whether you think OKLA is a good buy right here. 

OKLA
Currently Price: @ $5.00
 52 week Hi: $5.00  Low: $1.00
Trading Volume: 8 quarters
    P/G Ratio: 3.5 Point a Game
Dividend Yield: 6.5% (2 wins / 13 games to play)
Ex-Dividend Date: 09/28/13 Notre Dame Game

If Cramer was a buyer, it might sound something like this:

Cramer: Billy Bob from Broken Wherever, Oklahoma - YOU NEED TO GET IN THE GAME!  Boo-Yah!

I'm a buyer of OKLA and you should be as well! When will people come to understand just how important some of these numbers are that OKLA is producing? Does anyone ever look at this stuff? Let's take 3rd downs for instance.  Third downs are absolutely CRUCIAL for a defense and this defense has been downright nasty on third downs.  ULM and WVA combined to convert only 5 of 29 third downs against the Sooners. When you have a defense that is stopping the opposition 83% of the time on third downs they are flat out dominating.  LOOK PEOPLE...this defense is one fundamental breakdown away from having two shutouts on the books and you know WHY? I'll tell you why...turnovers!  Payday at the car wash doesn't create as many opportunities as this defense has for its offense.  Mike Stoops has got this figured out.  This defense is playing with passion, is focused and is communicating well with one another.  Mike might just have captured lightning in a bottle for the second time at the safety position.  Gabe Lynn's move from cornerback to safety is reminiscent of the one-position-to-another career recitation that Stoops pulled off with J.T Thatcher back in 2000. Pay attention people...there is a trend here and it is up!

If Cramer was a seller, it might sound something like this:
CramerAre you ready skee-dady?
Billy Bob, it's OK be a hick, buy don't be an idiot! SELL, SELL, SELL! People, listen to me!  Don't ever knee jerk! People who knee jerk, end up with an attic full of Lawrence Dampeer Instructional Break- Dancing videos and R.J. Washington bobble-head dolls.  Are you really ready to put your trust in Gabe Lynn after only two games?  This guy has let more people get behind him than a $2 hooker and your comfortable with him as the last line of defense?  What about the defensive line?  A Dice Clay stand-up routine has more depth than the Sooners front four does.  What about the newcomers?  If three weeks ago someone had said the names Tapper, Striker & Shannon you would have sooner guessed it to be a new original Showtime series before you would have three guys anchoring this defense.  Remember, the competition this defense has faced so far has been average at best...and I would offer that if WVA had a better QB last Saturday night...OU might be 1-1.  The defense has been getting turnovers, but not forcing them.  The stock has jumped up on pure speculation.  Get out why you can...because this defense will break...when it arrives in South Bend.

Buy, sell...or hold...I guess we will know soon enough.

Time to play the Hurricanes.  Boomer Sooner!

Just the opinion of one mildly interested guy

The Overweight Armchair Sooner

Buddy Putty




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