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Investors who are concerned they're overexposed to Nvidia could replace the name with these steady growth stocks instead, according to Trivariate Research's Adam Parker. "If NVDA reports that demand is still robust as far as the eye can see, owning AI-exposed semiconductors remains prudent," Parker said. "For those looking to hedge their aggressive AI-semiconductor bets, this group appears prudent," Parker wrote. Berkshire Hathaway surfaced as a large cap growth stock with low correlation to Nvidia , that's also able to beat the market. Charles Schwab was another large cap growth stock with low correlation to Nvidia.
Persons: Trivariate Research's Adam Parker, Parker, Berkshire Hathaway, that's, Eli Lilly, Charles Schwab Organizations: Nvidia, Citi, Waste Management, Emerson Locations: Berkshire
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with Trivariate's Adam Parker and Truist's Keith LernerAdam Parker, Trivariate Research founder and Keith Lerner, Truist senior market strategist, join 'Closing Bell' to discuss markets, earnings and risks to the market rally.
Persons: Trivariate's Adam Parker, Truist's Keith Lerner Adam Parker, Keith Lerner, Truist Organizations: Trivariate Research
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailEarnings can grow more next year over this year, says Trivariate's Adam ParkerAdam Parker, Trivariate Research founder, joins 'Closing Bell' to discuss markets, earnings and risks to the market rally.
Persons: Trivariate's Adam Parker Adam Parker Organizations: Trivariate Research
Trivariate's Adam Parker names these sectors as things to own
  + stars: | 2024-04-01 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTrivariate's Adam Parker names these sectors as things to ownAdam Parker, Trivariate Research CEO, joins 'Closing Bell' to discuss his Q2 market outlook and reflect on his takeaways from the first quarter.
Persons: Trivariate's Adam Parker, Adam Parker Organizations: Trivariate
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with Trivariate's Adam Parker and NB Private Wealth’s Shannon SaccociaAdam Parker, Trivariate Research CEO, and Shannon Saccocia, chief investment officer of NB Private Wealth, join 'Closing Bell' to discuss his Q2 market outlook and reflect on his takeaways from the first quarter.
Persons: Trivariate's Adam Parker, Wealth’s Shannon Saccocia Adam Parker, Shannon Saccocia Organizations: Trivariate, Wealth
This in effect creates an 'implied' 2H of 2024 guidance that is perhaps excessively optimistic," CEO Adam Parker wrote Sunday. Parker's warning comes after S & P 500 reported earnings growth of 4.2% for the fourth quarter on a year-over-year basis, per FactSet. He also screened for stocks in which there's a big difference between earnings expectations for the first and the second half of the year. Parker surmises that these stocks may disappoint on these aggressive earnings turnarounds. Consensus estimates from analysts surveyed by FactSet suggest the stock, which is down nearly 5% this year, could gain 13.2% from Monday's close.
Persons: Adam Parker, Parker, AbbVie, FactSet, Wells Fargo, Estee Lauder Organizations: Research, Abbott Laboratories, Humana, Pharmaceutical, FactSet, Mondelez International, Procter, Gamble Locations: , China, Monday's
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with JPMorgan's Meera Pandit and Trivariate's Adam ParkerMeera Pandit, JPMorgan Asset Management global market strategist, and Adam Parker, Trivariate Research founder and CEO, join 'Closing Bell' to discuss their outlook on equities, whether investors are too optimistic around earnings, and more.
Persons: JPMorgan's Meera Pandit, Trivariate's Adam Parker Meera Pandit, Adam Parker Organizations: JPMorgan Asset Management, Trivariate Research
Three reasons to be bullish on equities
  + stars: | 2024-03-25 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThree reasons to be bullish on equitiesAdam Parker, Trivariate Research founder and CEO, joins 'Closing Bell' to discuss whether equities have cleared a hurdle for the next leg higher, reasonable expectations for year-end performance, and more.
Persons: Adam Parker Organizations: Trivariate Research
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with Trivariate's Adam Parker and JPMorgan's Jordan JacksonAdam Parker, Trivariate Research CEO, and Jordan Jackson, JPMorgan asset management global market strategist, join 'Closing Bell' to discuss the signs of froth from emerging markets and their market outlook.
Persons: Trivariate's Adam Parker, JPMorgan's Jordan Jackson Adam Parker, Jordan Jackson Organizations: Trivariate, JPMorgan
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTrivariate's Adam Parke: Risk-taking is still skewed to the positiveAdam Parker, Trivariate Research CEO, joins 'Closing Bell' to discuss the signs of froth from emerging markets and whether he believes we're still in a bull market.
Persons: Trivariate's Adam Parke, Adam Parker, we're Organizations: Trivariate
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailEurope is good for vacation, not for stocks: Trivariate's Adam ParkerAdam Parker, Trivariate Research CEO, joins 'Closing Bell' to discuss opportunities to find in the market.
Persons: Trivariate's Adam Parker Adam Parker Organizations: Trivariate
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with Trivariate's Adam Parker, CIC’s Malcolm Ethridge and Invesco’s Kristina HooperAdam Parker, Trivariate Research CEO, Malcolm Ethridge, CIC Wealth Executive Vice President, and Kristina Hooper, Invesco chief global market strategist, join 'Closing Bell' to discuss opportunities to find in the market.
Persons: Trivariate's Adam Parker, CIC’s Malcolm Ethridge, Invesco’s Kristina Hooper Adam Parker, Malcolm Ethridge, Kristina Hooper Organizations: Trivariate
That's one of 10 investing predictions for the next 10 years by the Trivariate Research market strategist. "We have always said 'we prefer a basket of high-quality US growth equities'" when asked about crypto, Parker said in a note over the weekend. "Missing the appreciation of the asset class is not good, but participating in US growth equities has been more than adequate." "Because it is just a proxy for risk taking, investors can mirror the exposure of a basket of crypto through low quality hyper growth stocks," he added. "This sector checks all the boxes … We think there will be continued consolidation, so owning oil-sensitive energy stocks that are mid-cap likely will prove prudent," he said.
Persons: Adam Parker, That's, Bitcoin, Parker Organizations: Trivariate Research, Metrics, Own U.S, Mining, BHP Group, Microsoft, BHP, Vale, Southern Copper, Marathon Petroleum, Treasury, U.S . Treasury Locations: CRE, New York, San Francisco, Chicago, decarbonization, Freeport, McMoRan, Australia, Rio Tinto, Greece, France, Italy, Spain, Portugal
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTired of people whining about all that matters is the Magnificent 7, says Trivariate's Adam ParkerAdam Parker, Trivariate Research CEO, joins 'Squawk on the Street' to discuss the decoupling of equities from the rate environment, the way investors think about rates and equities, and much more.
Persons: Trivariate's Adam Parker Adam Parker Organizations: Trivariate
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAI hype trade is on a 10-year trend, we're in year one: Trivariate's Adam ParkerAdam Parker, Trivariate Research founder and CEO, joins 'Closing Bell' to discuss why we're not close to the end of the euphoric AI trade, if this is the dawn of a new industrial revolution, and more.
Persons: Trivariate's Adam Parker Adam Parker, we're Organizations: Trivariate Research
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Virtus Investment's Joe Terranova and Trivariate's Adam ParkerJoe Terranova, Virtus Investment Partners, and Adam Parker, Trivariate Research, join 'Closing Bell' to discuss what Terranova makes of the day's equity moves, what Parker finds interesting in today's market, and much more.
Persons: Virtus Investment's Joe Terranova, Trivariate's Adam Parker Joe Terranova, Adam Parker, Terranova, Parker Organizations: Virtus Investment's, Virtus Investment Partners, Research
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe 'Magnificent 7' is a risk management group of stocks, says Trivariate Research CEO Adam ParkerTrivariate Research CEO Adam Parker joins 'Closing Bell' to offer his playbook and top investor ideas.
Persons: Adam Parker Trivariate, Adam Parker
Investors looking to make money in the software space may want to consider this winning strategy, according to Trivariate Research. "Own Software stocks with low but accelerating revenue growth: Our work shows this is by far the best way to make money in software," wrote founder Adam Parker, highlighting a basket of stocks that have already been on a tear this year. Growth stocks across the board have rallied to start the year as artificial intelligence tailwinds persist, strong earnings drive expectations for ongoing growth and recent data points to signs of a robust economy. Zscaler and CrowdStrike are among the names included, with shares up 15% and 29%, respectively, since the start of 2024. Both companies are also coming off a strong 2023 in which shares rallied 98% and 142%, respectively.
Persons: Adam Parker, CNBC's Michael Bloom Organizations: Research
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with Trivariate's Adam Parker and NB Private's Shannon SaccociaAdam Parker, Trivariate Research CEO, and Shannon Saccocia, chief investment officer of NB Private Wealth, join 'Closing Bell' to discuss their investing outlook for AI and more.
Persons: Trivariate's Adam Parker, Shannon Saccocia Adam Parker, Shannon Saccocia Organizations: Trivariate, Wealth
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailYou can still sink your teeth into the AI trend, says Trivariate's Adam ParkerAdam Parker, Trivariate Research CEO, joins 'Closing Bell' to discuss investing in AI and his market outlook.
Persons: Trivariate's Adam Parker Adam Parker Organizations: Trivariate
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe small caps have worse balance sheets, says Trivariate's Adam ParkerAdam Parker, Trivariate Research CEO, joins 'Squawk on the Street' to discuss last week's market action, whether margins have bottomed, and any changes to Trivariate's earnings model.
Persons: Trivariate's Adam Parker Adam Parker Organizations: Trivariate
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe biggest risk to the economy is the consumer, says Trivariate's Adam ParkerAdam Parker, Trivariate Research CEO, joins 'Closing Bell' to discuss his market and economic outlook and the state of the consumer.
Persons: Trivariate's Adam Parker Adam Parker Organizations: Trivariate
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailEnergy is still a good risk-reward going forward, says Trivariate's Adam ParkerAdam Parker, Trivariate Research CEO, joins 'Closing Bell' to discuss his market expectation for year end and 2024.
Persons: Trivariate's Adam Parker Adam Parker Organizations: Email Energy, Trivariate
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with Trivariate CEO Adam Parker and Hightower’s Stephanie LinkTrivariate Research CEO Adam Parker and Hightower’s Stephanie Link join 'Closing Bell' to discuss their market expectation for year end and 2024.
Persons: Adam Parker, Hightower’s Stephanie Link Organizations: Hightower’s Stephanie Link Trivariate
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailHealthcare services have pricing power and earnings growth, says Trivariate's Adam ParkerAdam Parker, Trivariate Research founder, joins 'Closing Bell' to discuss his year-end playbook and market outlook.
Persons: Trivariate's Adam Parker Adam Parker Organizations: Healthcare, Trivariate Research
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