Ian Bezek
Financial Writer at Seeking Alpha
Investor. Former hedge fund analyst - Kerrisdale. Ian's Insider Corner newsletter on SeekingAlpha and Substack.
Articles
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1 week ago |
seekingalpha.com | Ian Bezek
May 27, 2025 2:06 PM ET, , , , , 1 CommentSummaryThe Procter & Gamble Company's revenue growth has stagnated, limiting future return potential. Margin improvements and buybacks have supported EPS, but there's a limit to what these measures can achieve. At 24x forward earnings, PG stock trades at a premium to its sector despite facing challenging market conditions. With better value opportunities available in consumer staples, I would consider selling P&G shares today.
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1 week ago |
seekingalpha.com | Ian Bezek
SummaryIGR's 14.6% yield is eye-catching, but the fund's long-term total returns have been weak. Despite its global label, IGR still has the majority of its assets located in the United States. The fund has traded up to a premium to NAV recently, which I am not sure is warranted. Given the premium valuation, weak performance, and risk of a dividend cut, I view IGR as a sell. At first glance, the CBRE Global Real Estate Income Fund (NYSE:IGR) may seem like an attractive option.
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2 weeks ago |
seekingalpha.com | Ian Bezek
May 23, 2025 8:30 AM ET, , , SummaryThe iShares 20+ Year Treasury Bond ETF offers easy access to long-duration U.S. government bonds, providing diversification and a historically strong credit profile for income-focused investors. Rising interest rates have pushed TLT's yield to nearly 5%, making it more attractive for income and as a potential hedge if rates decline.
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2 weeks ago |
seekingalpha.com | Ian Bezek
SummaryAdvance Auto Parts' Q1 operational performance remained weak with continued losses, margin challenges, and rising overhead costs. Turnaround efforts, like store closures and the Worldpac sale, improved the balance sheet but haven't yet translated into improved profitability or positive free cash flow. I am not convinced that the company will be able to meet its 2025 guidance given weak margins, negative sales trends, and past lack of execution.
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3 weeks ago |
seekingalpha.com | Ian Bezek
SummaryHershey shares have pulled back to attractive levels due to cocoa price spikes, tariffs, and higher interest rates, creating a solid entry point for long-term investors. Cocoa price volatility is a major headwind for 2025 but I don't see it impacting the firm's longer-term trajectory. Hershey faces meaningful but not unmanageable risk from tariffs. With shares near five-year lows and trading around 16x its normal annualized earnings power, Hershey is back in the buy zone.
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$pdd all-in guy appears to have been wrong on the core thesis in addition to having unfortunate timing. Concentrated investing is hard, folks.
The guy who predicted 14 out of the past 0 stock market crashes is now saying BTC will go to infinite price thanks to research by Raoul Pal and Pomp. 🤔
I cannot believe how easy Bitcoin has made getting rich…so easy. Why everyone is not buying and holding Bitcoin is beyond me. Even .01 of a Bitcoin is going to be priceless in two years…. and maybe make you very rich. Sure Bitcoin goes up and down….but so does real life.
RT @allgarbled: When I first tried GPT3 I remember thinking writing as a skill was basically over. Now I think the opposite is true. LLMs s…
