BWS Financial Inc

BWS provides independent stock specific research focused on companies with distinct value that are going through a special situation where there is a tangible catalyst not priced in. The catalyst can be anything from new product, restructuring, M&A, management change, change in business strategy, etc. BWS’s focus is to understand the change and evaluate the potential return for investors.

BWS utilizes a self formed proprietary approach in discovering stocks by putting great emphasis on deep research. BWS does generate short recommendations following a similar criteria.

Independent Stock Specific Research

HWKN: Moving to Sidelines on Rise of Headwinds

HWKN: Price and Volume Lead to New PT of $52

Founder, BWS Financial Inc

Hamed Khorsand

Founder

Equity Bottom-Up

<ul>
<li>Rising prices continued to have a positive impact for Hawkins (HWKN) in the March 2022 quarter</li>
<li>We had highlighted how the ongoing inflationary backdrop in commodities would benefit HWKN through higher liquid fertilizer sales, which is what occurred in the March quarter</li>
<li>The continuation of industrial segment pricing marching higher is unlikely, but such an event would reintroduce gross margins above 20 percent</li>
</ul>


Rising prices continued to have a positive impact for Hawkins (HWKN) in the March 2022 quarter
We had highlighted how the ongoing inflationary backdrop in commodities would benefit HWKN through higher liquid fertilizer sales, which is what occurred in the March quarter
The continuation of industrial segment pricing marching higher is unlikely, but such an event would reintroduce gross margins above 20 percent


Hawkins Inc

HWKN: Beat and Raise Quarter