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

3Q: Solid Quarter; Destocking to Continue

Founder, BWS Financial Inc

Hamed Khorsand

Founder

Equity Bottom-Up

<ul>
<li>NTGR should have ended 2023 on a positive note with demand for wireless routers showing continued pace of recovery after more than two years of sluggish growth.</li>
<li>NTGR’s focus on higher end products has put greater emphasis on profitability and converting customers to subscribers</li>
<li>NTGR’s focus on premium priced devices should push profit margins up if it was not for higher cost inventory NTGR is trying to clear out</li>
</ul>


NTGR should have ended 2023 on a positive note with demand for wireless routers showing continued pace of recovery after more than two years of sluggish growth.
NTGR’s focus on higher end products has put greater emphasis on profitability and converting customers to subscribers
NTGR’s focus on premium priced devices should push profit margins up if it was not for higher cost inventory NTGR is trying to clear out


Netgear Inc

NTGR: In the Holiday Gear