
This series is witnessing an incredible 40-point swing in the spread since the meeting last year. Hawaii is down, but this is too many points for Fresno State to be laying.
One of the biggest single-season pointspread adjustments we have ever seen has taken place in this series, and only partially for the right reasons. So with a lot of flawed logic creating that line we not only get outstanding value, but the right timing to take advantage. Yes, the Hawaii program has fallen since losing June Jones and Colt Brennan. But not nearly as far as the market perceptions.
Here is the key – at 0-3 SU and ATS in lined games, the oddsmakers must keep adjusting until they find a Hawaii “buy” point with the public, which does not like to back teams that open the season on a winless ATS run. But in truth no adjustment needs to be made this week.
If a team opens 0-3 ATS that can mean that they are being priced wrong, but that has not been the case. Instead it has been a stunning -15 turnover differential for the Warriors in those games that have lead to the scoreboard results, and if anything what happened on Saturday night is a clear buy signal for us.
Hawaii lost 20-17 to San Jose State, a late night (early morning, for most) result that was close enough to the spread to not raise any eyebrows. But we certainly noticed. Hawaii led 18-11 in first downs, 356-237 in total offense, and a commanding edge of 5.5 yards per play vs. only 3.5 allowed. But the Warriors were -6 in turnovers. Yet despite that turnover gap, the game was tied until a late Spartan FG won it. To be -6 in turnovers and still be tied with 2:00 remaining is actually quite an achievement, and it is the kind of thing that the markets can miss.
So what do we have going forward? An undervalued team, and excellent timing to use them. Let’s look at the value first. Two years ago Hawaii was favored by -4 on this field, and won 68-37. Then last year the Warriors were -18 at home, and won 37-30, after leading 37-16 in the fourth quarter. Yes, things have changed. They are weaker and the Bulldogs are a bit better. But to go from -18 at home in '07 to +22½ on the road is a staggering adjustment.
Now for the particulars. We turned a 4* play against Fresno State last week, partially because of those Bulldog injury issues in the DL, and once again they could not stop the opposition. U.C.L.A. had season-highs in points, rushing yards and total offense, a week after Toledo had season-highs of points, rushing yards and total offense. Now we find the Bulldogs a bit drained off of that opening salvo of Rutgers-Wisconsin-Toledo-U.C.L.A., which taxes their depth on defense and makes the focus here merely one of winning and moving on.
Fresno State's Pat Hill noted, "This team is playing very hard through heavy legs and playing through a lot of travel. That stuff takes its toll on a team. It's been a long four games."
And while Hawaii is still predominantly a passing team, there have been adjustments made that can go right into those very Bulldog weaknesses. Inoke Funaki will be the starting QB for Hawaii this week, with his athleticism adding some new dimensions to the attack, and some option packages being installed to take advantage of that. That makes for a difficult week of preparation for Fresno, and the more work that Funaki gets the more effective he will be.
QB coach Nick Rolovich expressed it well when he said, "Obviously, turnovers hurt. But if you look at the plays he made when nothing was there, he got three first downs that should have been sacks, he kept drives going and for the most part, went through his progression and was disciplined in the offense."
We will look for him to be even better here, while leading rusher Kealoha Pilares, who left early on Saturday after suffering a mild concussion, has also been cleared to return, creating an offensive balance that keeps the underdog in the hunt for a long time in a game that may never get anywhere near a mountain of a pointspread.
Free Pick: Hawaii +22½ (-110)