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>Q2 is seasonally a slow period for licensing revenue at IMMR. This year, IMMR has made investments in BNED and UEIC could result in a materially significant earnings report.</li>
<li>IMMR’s investment portfolio could sway quarterly performance. In Q2 it would be, by our estimate, to the upside. We are raising our estimates for the second quarter and full year.</li>
<li>Our price target remains $11 ahead of quarterly results even though there is clearly an opportunity for IMMR to surpass our earnings estimate to support a higher stock price.</li>
</ul>


Q2 is seasonally a slow period for licensing revenue at IMMR. This year, IMMR has made investments in BNED and UEIC could result in a materially significant earnings report.
IMMR’s investment portfolio could sway quarterly performance. In Q2 it would be, by our estimate, to the upside. We are raising our estimates for the second quarter and full year.
Our price target remains $11 ahead of quarterly results even though there is clearly an opportunity for IMMR to surpass our earnings estimate to support a higher stock price.


Immersion Corporation

IMMR: Previewing the Gains of Q2