Opinions
Mike Vinokur
Oshkosh Truck Corp.
OSK-N
TOP PICK
Jan 12, 2024
N/A
Stock price when the opinion was issued
Automotive
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PAST TOP PICK
(Past Top Pick Feb 15/07. Down 11.7%.) Still confident. May move it from a strategic investment to a full corporal link (?) but is waiting to see what happens with the election next year as 1/3 of their business is military vehicles. Other side of the business is doing exceptionally well. This is the time of the cycle when refurbishment/buying new vehicles comes into play. Continuing to $cost averaging.
Automotive
TOP PICK
More of a Trump-tech trade. 12-month price target of $130. Defense is a big segment for them, including fire/emergency. Also access equipment. Will do very well in the US, but certainly with NATO. NATO will become a key pivot point, even with Mr. Trump. Reports next week. Yield is 1.2%.
(Analysts’ price target is $130.56)
Automotive
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State of the art technology and good management team will continue to perform. Very good at M&A in the past. Believes company will exceed earnings expectations. Trading at 10x earnings, which is under valued. "Inflation Reduction Act" money & conflict in Middle East will also help business. Has been buying shares on recent share pullback. Good to own for long term investors.