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>NTGR reported first quarter results asserting sell through was healthy but channel partners were not replenishing their inventory</li>
<li>Heading into the results, we had cited the lack of deep discounts in the quarter as a sign that inventory had stabilized. </li>
<li>NTGR is entering the second quarter with no expectation of channel partners coming back with increased order flow</li>
</ul>


NTGR reported first quarter results asserting sell through was healthy but channel partners were not replenishing their inventory
Heading into the results, we had cited the lack of deep discounts in the quarter as a sign that inventory had stabilized. 
NTGR is entering the second quarter with no expectation of channel partners coming back with increased order flow


Netgear Inc

NTGR: Channel Partners and Demand