Thursday, 06 June 2024
11:00 AM EDT | 4:00 PM BST | 8:00 AM PDT
There is an old saying on Wall Street related to technical and fundamental analysis:
Fundamentals tell you what, and technicals tell you when and how far.
During this webinar CFRA’s Chief Investment Strategist Sam Stovall and Lowry Research’s SVP, Sr. Market Analyst, Vincent Randazzo, CMT discussed a groundbreaking methodology merging fundamental and technical analysis for portfolio success.
During the session, they explored how this approach can optimize timing and investment depth, delivering consistent market outperformance and reduced volatility. Sam and Vincent highlighted insights on constructing high-performing portfolios by examining the S&P 1500, CFRA STARS, and CFRA STARS with the Lowry Power Rating Relative Strength overlay. Our experts also analyzed the market-beating results across multiple timeframes and highlighted the enhanced annual gains and reduced volatility associated with Fusion Forecasting-guided portfolios.
Speakers
Sam Stovall, CFP
Chief Investment Strategist
Sam is Chief Investment Strategist. Sam Stovall is an analyst, publisher, and communicator of CFRA’s outlooks for the economy, market, and sectors. He is the author of The Seven Rules of Wall Street and The S&P Guide to Sector Investing. He also writes weekly “Sector Watch” and “Investment Policy” reports on CFRA’s MarketScope Advisor platform and maintains the Industry Momentum and Seasonal Rotation portfolios. His work is also found in CFRA’s flagship weekly newsletter The Outlook.
Vincent Randazzo, CMT
SVP, Sr. Market Analyst
Vincent Randazzo, CMT, is SVP, Sr. Market Analyst for Lowry Research, A CFRA business. Vincent produces written and recorded stock market research based on Lowry’s proprietary, statistically driven measures of equity market demand/supply and breadth. Prior to joining Lowry in 2016, Vincent held the positions with Nasdaq on its Market Intelligence Desk and as an Equity Research Salesperson at Morgan Stanley and UBS. He has written numerous articles for Bloomberg, Tabb Forum, Interactive Brokers, and Nasdaq. Vincent has held the Chartered Market Technician (CMT) designation since 2008.
