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

IPAR: Multiple Brands for Success in 2022, PT to $125

Founder, BWS Financial Inc

Hamed Khorsand

Founder

Equity Bottom-Up

<ul type="disc"><li>
Inter Parfums (IPAR) announced it has signed a license to develop and sell fragrances under the Donna Karan and DKNY brands beginning in the second half of 2022. This is the second license win IPAR has announced in the last six months, the prior being Salvatore Ferragamo.</li></ul> <ul type="disc"><li>IPAR won the Donna Karan license away from Estee Lauder (EL) who had been the exclusive licensee since the inception of the brand’s fragrance line. IPAR’s license would begin on July 1, 2022 by taking over the fragrances already on the market.</li></ul> <ul type="disc"><li>IPAR’s stock has always received a relatively high valuation due to the steady growth the business has experienced in the past. The addition of Donna Karan should have a positive contribution to earnings in 2022 and 2023 and is not being fully considered in the consensus estimates nor in the current valuation.</li></ul>


Inter Parfums (IPAR) announced it has signed a license to develop and sell fragrances under the Donna Karan and DKNY brands beginning in the second half of 2022. This is the second license win IPAR has announced in the last six months, the prior being Salvatore Ferragamo. IPAR won the Donna Karan license away from Estee Lauder (EL) who had been the exclusive licensee since the inception of the brand’s fragrance line. IPAR’s license would begin on July 1, 2022 by taking over the fragrances already on the market. IPAR’s stock has always received a relatively high valuation due to the steady growth the business has experienced in the past. The addition of Donna Karan should have a positive contribution to earnings in 2022 and 2023 and is not being fully considered in the consensus estimates nor in the current valuation.

Inter Parfums

IPAR: License to Expand