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 is beginning to experience stability in demand and inventory within its connected home segment suggesting growth could be around the corner</li>
<li>The lower inventory levels at retail partners should result in fewer promotion activity as NTGR is now projecting the return of seasonal strength in the third quarter</li>
<li>NTGR reported second quarter revenue ahead of expectations with connected home revenue being the factor for the outperformance</li>
</ul>


NTGR is beginning to experience stability in demand and inventory within its connected home segment suggesting growth could be around the corner
The lower inventory levels at retail partners should result in fewer promotion activity as NTGR is now projecting the return of seasonal strength in the third quarter
NTGR reported second quarter revenue ahead of expectations with connected home revenue being the factor for the outperformance


Netgear Inc

NTGR: Trough in the Past