Using Rotation Graphs to Find a German Opportunity

Published on
May 8th, 2019
Topic
Germany, Technical Analysis, Equities, DAX, Trading
Duration
14 minutes

Using Rotation Graphs to Find a German Opportunity

Trade Ideas ·
Featuring Trevor Neil

Published on: May 8th, 2019 • Duration: 14 minutes • Topic: Germany, Technical Analysis, Equities, DAX, Trading

Trevor Neil of Beta Group discusses how he uses relative rotation graphs to aid in a top-down approach to stock picking. He unpacks his process of starting with global indices, drills down on the sectors, and suggests specific stocks to make the play. He reveals his current trade idea on Nemetschek, a stock on the German DAX, in this interview with Roger Hirst. Filmed on May 3, 2019 in London.

Comments

Transcript

  • sB
    sylvain B.
    9 May 2019 @ 06:52
    Thanks for idea. German Tech is not widely followed. Valuations wise the stock is already worth 10X sales and 50X rosy 2020 EPS. 220eur target implies a valuation of 75X 2020 earnings. That would be the Fink melt-up scenario I guess.
  • NR
    Nelson R.
    8 May 2019 @ 23:51
    Great presentation, please keep bringing guests with fresh ideas like Trevor.
  • DD
    Daniel D.
    8 May 2019 @ 18:29
    Well done, easy to understand. Seems like an opportunity worth exploring.
  • DP
    David P.
    8 May 2019 @ 16:59
    Great overview of using rotation methodologies. I think he'd be a great repeat guest...
  • RM
    Richard M.
    8 May 2019 @ 13:35
    Very nice! Good explanation of how to use the rotation graphs too. Trevor has a lot of really good and deep experience in the markets, would be nice to hear more about that experience!