Opinions Kim Bolton
Oshkosh Truck Corp.OSKTOP PICKJul 24, 2024
Kim BoltonOwned
$110.00
Stock price when the opinion was issued
$126.95
As of Jun 10, 2026. Market Open.
Automotive
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PAST TOP PICK
(A Top Pick Jul 24/24, Up 16%)
Big into defense. Tactical wheeled vehicles for US and Canadian governments. Cement trucks, firetrucks. 12-month price target is $130, so it's getting pretty close. He'd try to buy it under $120, and under $110-112 would be a bargain.
Kim BoltonOwned
Automotive
TOP PICK
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.
Automotive
BUY
Main catalyst is their drive train system. Got a very large order from the Dept of Defense for all-terrain vehicles. Also do fire trucks, aircraft support and construction vehicles. Able to piggyback their expertise into military vehicles. A lot of international orders.
Mohsin BashirOwned
Automotive
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.
David DriscollOwned
Automotive
TOP PICK
Specialized trucks and fire engines. Not a full holding for him, but a strategic investment sell only 1/4 to a 1/3 holding. Just made an acquisition and have taken on debt and hopefully in 2-3 years the debt will be paid off. Only take a half position.
David DriscollOwned
Automotive
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)