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 type="disc"><li>
AXT Inc. (AXTI) shares suffered from an aggressive seller that led to many investors concerned there was a company-specific event pushing the shares lower. There have been no news alerts in China related to AXTI’s operations and the Company remains on schedule to file its Shanghai listing documents in the next couple of months.</li></ul> <ul type="disc"><li>The current state of the end markets AXTI serves should result in AXTI experiencing revenue growth over the next couple of quarters. There have been no signs of slowing in data center connectivity and LED lighting and sensing.</li></ul> <ul type="disc"><li>The Company’s recent wins with new tier-one customers should result in fourth quarter revenue being higher than consensus estimates.</li></ul> <ul type="disc"><li>The selling pressure looks to have been initiated by a forced seller spiraling into other investors fearing for the worst even though the stock is now selling at a lower valuation than the last time the stock was at current prices.</li></ul>


AXT Inc. (AXTI) shares suffered from an aggressive seller that led to many investors concerned there was a company-specific event pushing the shares lower. There have been no news alerts in China related to AXTI’s operations and the Company remains on schedule to file its Shanghai listing documents in the next couple of months. The current state of the end markets AXTI serves should result in AXTI experiencing revenue growth over the next couple of quarters. There have been no signs of slowing in data center connectivity and LED lighting and sensing. The Company’s recent wins with new tier-one customers should result in fourth quarter revenue being higher than consensus estimates. The selling pressure looks to have been initiated by a forced seller spiraling into other investors fearing for the worst even though the stock is now selling at a lower valuation than the last time the stock was at current prices.

AXT Inc

AXTI: Buying in Selling Pressure