Summer Sale
50% off Premium Yearly
00days
00hrs
00mins
00secs
Opinions Mike Vinokur
Oshkosh Truck Corp.OSKTOP PICKJan 12, 2024
Mike VinokurOwned
N/A
Stock price when the opinion was issued
$139.59
As of Jun 18, 2026. Market Open.
Automotive
It's the ideal tool to help you make quicker, more informed decisions for managing and tracking your investments.
You might be interested:
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
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.