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Opinions Brian Acker, CA
Oshkosh Truck Corp.OSKDON'T BUYJun 09, 2011
Model price $37.19, 40% upside. If it’s going to hold it will hold here. Has had a terrible 3 months. Would be more excited at the $20 level.
Brian Acker, CAUnknown
$26.56
Stock price when the opinion was issued
$139.59
As of Jun 18, 2026. Market Open.
Automotive
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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.
Mike VinokurOwned
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
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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.
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
