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: Sales Mix Change Is a PT Change, Now $96

HWKN: Rising Gross Margin Profile, PT to $122

Founder, BWS Financial Inc

Hamed Khorsand

Founder

Equity Bottom-Up

<ul>
<li>Hawkins (HWKN) reported fiscal third quarter (December) results benefiting from higher mix of water treatment sales as the industrial segment dealt with its seasonal soft period</li>
<li>HWKN has grown its water treatment segment through acquisitions including several made towards the beginning of the December segment</li>
<li>Water treatment sales were approximately $9 million less than expected due to the timing of acquisitions closing and their sales contribution during a seasonally soft quarter for the segment</li>
</ul>


Hawkins (HWKN) reported fiscal third quarter (December) results benefiting from higher mix of water treatment sales as the industrial segment dealt with its seasonal soft period
HWKN has grown its water treatment segment through acquisitions including several made towards the beginning of the December segment
Water treatment sales were approximately $9 million less than expected due to the timing of acquisitions closing and their sales contribution during a seasonally soft quarter for the segment


Hawkins Inc

HWKN: Eyes of Free Cash Flow