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 has been going through a product transition cycle in a soft demand environment for more than a year, but recent promotion activity suggests an end could be near</li>
<li>The scale of promotions seems to have abated in the first quarter of 2023 even though demand has yet to return.</li>
<li>NTGR had been projecting the first quarter would be the low point of the year with sequential revenue growth in the second quarter. </li>
</ul>


NTGR has been going through a product transition cycle in a soft demand environment for more than a year, but recent promotion activity suggests an end could be near
The scale of promotions seems to have abated in the first quarter of 2023 even though demand has yet to return.
NTGR had been projecting the first quarter would be the low point of the year with sequential revenue growth in the second quarter. 


Netgear Inc

NTGR: Promotion Stability a Positive