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

Founder, BWS Financial Inc

Hamed Khorsand

Founder

Equity Bottom-Up

<ul>
<li>HWKN reported better than expected fiscal second quarter (September) results with the caveat it would experience higher costs due to a supplier being offline in the December quarter</li>
<li>Downgrading from Buy to Neutral as this is the perfect time to move to the sidelines as some of the tailwinds of the last two years could become headwinds. </li>
<li>The weakness in industrial could become multi-quarter event with demand pressure due to higher prices and increased imports</li>
</ul>


HWKN reported better than expected fiscal second quarter (September) results with the caveat it would experience higher costs due to a supplier being offline in the December quarter
Downgrading from Buy to Neutral as this is the perfect time to move to the sidelines as some of the tailwinds of the last two years could become headwinds. 
The weakness in industrial could become multi-quarter event with demand pressure due to higher prices and increased imports


HWKN: Moving to Sidelines on Rise of Headwinds

Hawkins Inc

HWKN: Moving to Sidelines on Rise of Headwinds