Opinions
David Driscoll
Oshkosh Truck Corp.
OSK-N
SELL
Sep 16, 2008
(Market Call Minute.) Raised their debt load. Housing and their construction sector has fallen off.
$12.040
Stock price when the opinion was issued
Automotive
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(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.
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