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Al Melchior

By the Numbers: Tall tale of two halves

By | Special to CBSSports.com


In the days just before and after the All-Star Break, it's the time of year when one of baseball's favorite myths gets its toughest workout. These are the days when we hear and read about who the great first-half players are and who the great second-half players are. Depending on how your players have done in the first half, these labels can be a source of either hope or trepidation. If you have Robinson Cano, you remember that he came on like gangbusters in the second half last year, so you hope maybe he's just a "second half" kind of guy. Or you are trying to decide whether to keep Gerald Laird on your roster until he is activated from the DL, and you remember his stats fell apart during the dog days a couple of years ago. You toss him onto waivers before he does any second half damage.

The problem is that neither of these players has a trend for being a "one half" player, just a single uneven year that stands out. At least in recent years, there aren't many cases of so-called "first half" or "second half" players. Of the 25 full-time position players who have the largest gains in RC/27 scores over last year -- in other words, potential "first half" players -- only four were substantially more productive in the first half than in the second half in both 2006 and 2007. There are even fewer players who have consistently underachieved in the first half. Of the 25 regulars with the biggest drops in RC/27 scores since last year, only two were "second half" players in both '06 and '07.

This data alone doesn't tell us much about whether a player really performs better during some months of the season than in others. However, aside from demonstrating that there are very few players who are even potential "first half" or "second half" players, they provide us with the basis for an analysis to see why some players may produce more during certain parts of the schedule. In the breakdown that follows, we will look at each of the six players who are in line for a third straight uneven season. For each player, we will compare their overall productivity by half season, as measured by OPS. We will also look at splits for three skill indicators: walk rate, whiff rate and Isolated Power. This way we can see if these players have had their typical first halves and if there is a pattern to their second half comebacks and collapses.

Potential First Half Players

Jason Giambi, 1B/DH, New York Yankees: The odd thing about Giambi being a potential "first half" player is that this year he was abysmal for the first six weeks of the season. A torrid two months brought Giambi back in line with his usual fast-starting ways. Given his inconsistent performance during this year's first half and the lack of an overall skill pattern the previous two seasons, it doesn't look like Giambi is a true "first half" player. In 2006, a drop in power was responsible for his late season slump, while in 2007, a huge spike in strikeouts was to blame. With this mixed bag, it's anybody's guess as to how Giambi's season might progress from here on.

Year Period Walk Rate Whiff Rate Iso Power OPS
2006 First half 19% 24% 0.351 1.026
2006 Second half 21% 23% 0.238 0.891
2007 First half 14% 23% 0.174 0.816
2007 Second half 13% 30% 0.229 0.752
2008 Thru Week 16 16% 18% 0.283 0.936

Jose Lopez, 2B, Seattle: In Lopez' first two seasons as a full-timer, he played well enough to belong on a mixed league Fantasy roster. At least this would be true if Fantasy leagues closed shop sometime in July. After the All-Star Break, all semblance of power disappeared for Lopez. From a productivity perspective, Lopez turned in a typical first half this year. Skill-wise, he made more frequent contact but hit with a little less power. His power has held up in June and July, but owners should be wary of Lopez in the second half. His power comes primarily in the form of doubles, so any extended doubles drought could be a sign of another long second half.

Year Period Walk Rate Whiff Rate Iso Power OPS
2006 First half 4% 14% 0.174 0.770
2006 Second half 5% 13% 0.051 0.658
2007 First half 5% 12% 0.131 0.736
2007 Second half 2% 13% 0.068 0.519
2008 Thru Week 16 4% 9% 0.118 0.733

Casey Blake, 3B, Cleveland: Despite huge dropoffs each of the last two years, Blake is not a strong candidate to be labeled as a "first-halfer." Despite having an RC/27 to date that is more than a run higher than last season's, he is not off to one of his faster starts. Also, Blake had a better second half than first half in both 2004 and 2005. The one constant over each of the last four seasons is a large decrease in walk rate after the All-Star Break, but unless it is coupled with a dropoff in power, a similar decline in walks this year would not be likely to have much of a Fantasy impact.

Year Period Walk Rate Whiff Rate Iso Power OPS
2006 First half 11% 21% 0.215 0.907
2006 Second half 9% 26% 0.176 0.752
2007 First half 10% 22% 0.203 0.838
2007 Second half 6% 20% 0.120 0.697
2008 Thru Week 16 9% 21% 0.170 0.816

David DeJesus, OF, Kansas City: While a second half decline in performance has been evident for DeJesus in each of the last two years, the first and second half skills trends are all over the place. Since DeJesus' late-season falloffs don't appear to have a basis in a sagging skill base, maybe fluctuations in H/BIP are responsible. Sure enough, his rate dropped seven percentage points in the second half last year and three points the year before. Some of that can be tied to modest declines in power, but some is probably random. There is simply not enough of a trend in any area here to brand DeJesus as a sure-fire second-half decliner.

Year Period Walk Rate Whiff Rate Iso Power OPS
2006 First half 12% 17% 0.167 0.881
2006 Second half 6% 13% 0.142 0.769
2007 First half 9% 14% 0.133 0.783
2007 Second half 10% 14% 0.084 0.638
2008 Thru Week 16 7% 13% 0.160 0.827

Potential Second Half Players

David Ortiz, DH, Boston: If Big Papi isn't a "second half" player, then there is no such thing. He has hit with more power in the second half every season since coming to Boston in '03. In the last five seasons, there has been only one year in which Ortiz's Isolated Power increased in the second half by less than 0.045. In each of those years, he has had a higher OPS in the second half as well. Perhaps Ortiz's recovery from his wrist injury could change this trend, but if you own him, make sure you activate him for next week, if you haven't already. If you don't own Ortiz, his slow start, DL stint, and strong second half track record make him a great "buy low" target.

Year Period Walk Rate Whiff Rate Iso Power OPS
2006 First half 15% 21% 0.331 0.997
2006 Second half 21% 21% 0.376 1.121
2007 First half 17% 19% 0.242 0.900
2007 Second half 17% 18% 0.343 1.153
2008 Thru Week 16 14% 18% 0.234 0.840

Ryan Howard, 1B, Philadelphia: In 2006, Howard saw dramatic improvement in the second half based on gargantuan increases in power and walks. Last year, his post-Break gains were much less dramatic. Maybe the surge two seasons ago was the result of a player figuring things out in his first full season as a major leaguer. Howard is likely to rebound, just because his first half stats are too much of an aberration from what he has accomplished over the last two years. Unless his '08 second half gains are substantial, there is too little data here to mark Howard as a "second half" player.

Year Period Walk Rate Whiff Rate Iso Power OPS
2006 First half 9% 31% 0.304 0.923
2006 Second half 23% 32% 0.396 1.260
2007 First half 17% 38% 0.299 0.932
2007 Second half 17% 37% 0.331 1.016
2008 Thru Week 16 12% 35% 0.276 0.837

The players reviewed here represent those who would be most likely to be true "first half" or "second half" players, yet at most, only two of them genuinely deserve the label. Jose Lopez has performed much better before the Break in his young major league career, while David Ortiz has a consistent track record of picking up his pace after the Break. With the possible exception of these two everyday players (pitchers could be another story), there seems to be little to no support for the first half/second half myth. When evaluating roster moves for the second half, don't worry about a player's pre- and post-Break splits. Their long-term full-season trends are still the key to projecting future performance.

Glossary
Runs Created per 27 Outs (RC/27) -- An estimate of how many runs a lineup would produce per 27 outs if a particular player occupied each spot in the order; ex. the RC/27 for Miguel Cabrera would predict the productivity of a lineup where Cabrera (or his statistical equal) batted in all nine spots; created by Bill James
Component ERA (ERC) -- An estimate of a what a pitcher's ERA would be if it were based solely on actual pitching performance; created by Bill James
Base Hits per Balls in Play (H/BIP) -- The percentage of balls in play (at bats minus strikeouts and home runs) that are base hits; research by Voros McCracken and others has established that this rate is largely random and has a norm of approximately 30%
Isolated Power -- The difference between slugging percentage and batting average; created by Branch Rickey and Allan Roth
Walk Rate -- Walks / (at bats + walks)
Whiff Rate -- Strikeouts / at bats

Al Melchior was recently a Fantasy columnist and data analyst for Baseball HQ and will be providing advice columns for CBSSports.com. Click here to send him a question. Please put "Melchior" in the subject field.

 
 
 
Player News
Roy Oswalt
Oswalt waiting to sign with Texas?
Roy Oswalt, SP, PHI
5:11 PM
News: The Cincinnati Enquirer reports Reds GM Walt Jocketty said he hasn't had contact with Roy Oswalt's agents in the last week, and Jocketty offered up his own opinion on the Oswalt sweepstakes. “I think he’s waiting for Texas to clear money,” Jocketty said.
Analysis: It's interesting to hear Jocketty say Oswalt wants to sign with Texas. At least it's a legit reason why the veteran right-hander hasn't signed with a team yet, despite being linked to the Reds and Cardinals. Oswalt is likely going to sign somewhere before the start of the 2012 season and should be in a rotation. Consider Oswalt more of a mid-to-late-round Fantasy pick on Draft Day. Don't forget about his chronic back problems.

Johan Santana
Santana looks 'great' playing catch
Johan Santana, SP, NYM
2:25 PM
News: The Wall Street Journal reports Mets SP Johan Santana (shoulder) played catch from 175 feet Monday. Manager Terry Collins said Santana looked "great" and he hopes the left-hander will throw off a mound by the end of the week.
Analysis: Collins' assessment of Santana sounds like cautious optimism. After all it was just catch. Santana has bigger hurdles to clear in hopes of pitching for the first time since the 2010 season. Santana is coming off a serious shoulder injury and who knows if he can return to the dominant arm he once was. Fantasy owners should bear in mind that Chien-Ming Wang, who underwent the same procedure, needed two years to make it back to the majors, so Santana could wind up providing far fewer than 25 starts -- which is the Mets' goal for the lefty this season. Because of the playing time risk, he is a late-round option in mixed leagues at best.

Ryan Braun
Braun ruling coming soon?
Ryan Braun, LF, MIL
1:51 PM
News: The Milwaukee Journal Sentinel reports there is no indication that a ruling will be announced Monday regarding Ryan Braun's appeal of a 50-game suspension for testing positive for a banned substance. It appears the recommended guideline for a ruling will be extended.
Analysis: The entire baseball world want this issue to be put to bed, but it seems we might have to wait a little longer for a ruling. The Brewers remain upbeat about Braun's situation, but only time will tell what happens. If Braun avoids a suspension, then he remains a first-round Fantasy pick. If he is suspended 50 games, then he is going to tumble down draft boards a bit, but Braun would still be an early-round Fantasy selection based on potential once he becomes active.

Seth Smith
Cespedes to bump Smith?
Seth Smith, RF, OAK
1:37 PM
News: Cuban defector Yoenis Cespedes and the Oakland Athletics have agreed to a $36 million, four-year contract. Agent Adam Katz confirmed Monday the sides had reached agreement, with details still to be finalized. Cespedes' arrival means the A's could eventually bump Seth Smith to designated hitter.
Analysis: We will have to wait and see what happens when Cespedes finally arrives at A's camp, but the speculation is that the A's outfield alignment will eventually be Josh Reddick in right field, Coco Crisp in center field and Cespedes in left, which is where Smith is currently penciled in as the starter. But the A's could use a rotation at DH, which would still allow Smith to see regular at-bats, if Cespedes doesn't have to begin the year in the minors, which remains an option as well. Smith struggles against left-handed pitchers, so he might still be in a platoon situation like he was with the Rockies. Smith remains more of a late-round Fantasy option on Draft Day.

Mike Napoli
Napoli's ankle still an issue
Mike Napoli, C, TEX
12:48 PM
News: ESPN.com reports Rangers catcher Mike Napoli said his injured left ankle is progressing, but he is still not 100 percent. Napoli turned his ankle in the World Series against the Cardinals last year. "I think I’m close," Napoli said. "I’m not really going to know until I get into the wear and tear of spring training and catching all the time. But I've been feeling good and getting better day by day." Napoli said he has been running on the ankle, and he is also hitting and throwing without pain. However, he is still concerned about how it will hold up with the constant squatting and baseball activity. "But I'm trying not to do that all the time so I'm not depending on that," Napoli said. "I'm working on getting my little muscles stronger."
Analysis: The Dallas Morning News reports GM Jon Daniels said exams by team physician Keith Meister said Napoli's ankle shows no structural damage, but Napoli is still experiencing soreness. "The fact he's still feeling it a few months later speaks to what he went through to play the rest of Game 6 and go back out for Game 7," Daniels said. "It was about as bad as it looked to the rest of us." You have to wonder if Napoli can't shake this injury if it will play into how much time he gets behind the plate. Nonetheless, if Napoli catches less that just means he will likely see more PT at DH and first base. The Rangers aren't going to take his bat out of the lineup. Napoli remains a top 5 Fantasy catcher on Draft Day.

Hanley Ramirez
Hanley the 'happiest man on earth'?
Hanley Ramirez, SS, MIA
5:34 PM
News: Marlins manager Ozzie Guillen talked with 790 AM in Miami on Monday about Hanley Ramirez, who is moving to third base after the signing of Jose Reyes. "If If I was Hanley, I'd be the happiest man on earth," Guillen said. "You got Boni (Emilio Bonifacio) and Reyes in front of you and you have (Mike) Stanton behind you."
Analysis: The early reports have been positive regarding Ramirez's recovery from surgery to repair his left shoulder. He might not have been overly happy initially that he had to change positions, but Guillen is right. The addition of Reyes will mean more RBI chances for Ramirez, who could be a top bounce-back candidate in 2012. Continue to target Ramirez in the early rounds of all Fantasy formats.

Emilio Bonifacio
Bonifacio was always the choice in CF
Emilio Bonifacio, SS, MIA
5:28 PM
News: The news broke Monday that OF Yoenis Cespedes agreed to a four-year contract with the A's, turning down the Marlins offer. Cespedes signing with the A's means Emilio Bonifacio will start in center field for Miami. However, manager Ozzie Guillen said that was going to be the case all along. "Bonifacio would've have been my center fielder no matter if Cespedes was here," Guillen told 790 AM in Miami. "If Cespedes (came) to the Marlins, he would have had to make the ballclub."
Analysis: Finally, Guillen steps up in front of this situation and stands behind Bonifacio as an everyday player. He absolutely deserved it after the season he put together in 2011. The 26-year-old took a big step forward last year as both a hitter and a base-stealer and is a viable starter in mixed Fantasy leagues at either shortstop or third base. He's worth targeting with a middle-round pick on Draft Day.

Scott Rolen
Rolen 'swinging bat really well'
Scott Rolen, 3B, CIN
5:21 PM
News: The Cincinnati Enquirer reports Reds GM Walt Jocketty said 3B Scott Rolen (shoulder) should be full-go for the start of spring training. “I talked to his offseason trainer a 10 days or two weeks ago. He said Scott is 100 percent and swinging the bat really well," Jocketty said.
Analysis: Rolen had shoulder surgery in August and his recovery seems to be going well. While Jocketty expects Rolen to have a productive season, we have to look at the facts. He will be 37 years old in 2012 and hasn't played more than 133 games the last five seasons. Rolen will sit at times in 2012, whether it is by design or because of injury. He did hit 20 homers in 2010, but Fantasy owners can't bank on that come Draft Day. Rolen is at best a late-round, injury-risk Fantasy option.

Aroldis Chapman
Chapman 'healthy and feels good'
Aroldis Chapman, RP, CIN
5:18 PM
News: The Cincinnati Enquirer reports Reds GM Walt Jocketty said pitcher Aroldis Chapman is at the team's spring complex in Arizona and throwing. “He’s healthy and feels good,” Jocketty said.
Analysis: The plan is for the Reds to stretch out Chapman as a starter this spring. He isn't guaranteed a starting spot, but the Reds want to see if he can bring his electric stuff to the rotation. If Chapman can stretch out and utilize his 100 mph in the rotation, then he could end up as a very good Fantasy option. Chapman will be a player Fantasy owners will want to keep tabs on this spring. He has breakout appeal written all over him.

Ryan Kalish
Kalish not cleared to swing bat
Ryan Kalish, CF, BOS
4:41 PM
News: The Boston Globe reports Red Sox OF Ryan Kalish has arrived at the team's spring training complex in Fort Myers, Fla., and is working out. However, he hasn't been cleared to swing a bat as he recovers from shoulder surgery.
Analysis: Kalish isn't expected to join the MLB roster until later this summer, so this news isn't shocking. Kalish is still holding out hope to be ready by opening day, but he isn't counting on it. It's disappointing he has to deal with this injury since the Red Sox have an opening in right field, which Kalish would be competing for had he avoided surgery. Kalish could very well emerge as an everyday player once he is healthy, but consider Kalish more of a draft-and-stash option in AL-only formats on Draft Day.

 
 
 
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