Oshkosh Corporation

  • Strong Consumer Goods Companies for Your Portfolio

    By Usman Ghani - August 17, 2013 | Tickers: HAR, IEP, OSK

    The consumer goods sector has been one of the least volatile sectors in 2013. This sector, contrary to popular belief, is not just made up of defensive stocks that represent laid back companies. Many companies in this sector have seen attractive upswings in their prices in recent months. Among these companies, I was particularly interested in exploring Harman International Industries (NYSE: HAR), Icahn Enterprises (NASDAQ: IEP) and Oshkosh Corporation (NYSE: OSKmore »)

  • I'd Own One of These Three Automakers

    By Phillip Woolgar - August 15, 2013 | Tickers: OSK, PCAR, TTM

    With several automakers stealing much of the headlines, it's easy to ignore other large, and potentially profitable, players in the industry. So before deciding which car manufacturer to add to your portfolio, don't forget to check out these three firms that 

    Oshkosh needs further diversification

    Oshkosh (NYSE: OSK) has managed to secure major deals with the United States army, and it will need to continue to do so more »

  • Billionaire Carl Icahn Revs His Engine

    By Meena Krishnamsetty - July 30, 2013 | Tickers: NAV, OSK, PCAR

    Following a deal with the management of Navistar International (NYSE: NAV) that allows both him and fellow activist investor Mark Rachesky of MHR Fund Management to control up to 20% of the company each, billionaire Carl Icahn has reported a total of over 13 million shares of the stock in his portfolio. Following these most recent purchases, Icahn is nearing 17% of the vehicle and vehicle parts company, and he more »

  • After Icahn: Is Oshkosh Set for a New 5-Year High?

    By Nicholas Kitonyi - June 14, 2013 | Tickers: FSS, OSK, TEX

    On April 1, Oshkosh (NYSE: OSK) set a new 52-week high of $42.66; that is roughly a month before the company announced its fiscal 2013 second quarter results. That price is just about $2 away from its current 5-year high of $44.57 set on April 23, 2010. Oshkosh is a special vehicles company based in Oshkosh, Wisconsin. The company faces competition from Terex (NYSE: TEX), its largest direct more »

  • 2 Beneficiaries from the Housing Recovery to Buy, 1 to Hold

    By Zain Abbas - May 30, 2013 | Tickers: CVGI, ETN, OSK

    Construction activity continues to be a bright spot in the US, driven primarily by the residential sub-sector. This has also been a keenly followed investing theme by money managers all around the US. Many industries have been direct or indirect beneficiaries of improvements in the construction market. Some examples are home builders, paint makers, chemical producers and so on. Let’s have a wide look at the market to see more »

  • It’s About Time You Started Taking This Stock Seriously

    By Neha Chamaria - May 1, 2013 | Tickers: CAT, MTW, OSK, TEX

    After a strong run for a month through the end of March, Terex’s (NYSE: TEX) stock had hit a point where I thought it may be time to take some profits off the table. Fools who paid heed must be a happy lot, as the stock has lost 17% since then.

    A disappointing first-quarter earnings report last week ensured that the stock remains in the red. Yet Terex is more »

  • Pull Your Money Out of This Stock Before Next Week

    By Neha Chamaria - April 17, 2013 | Tickers: CMI, NAV, OSK, PCAR, WPRT

    Of the several industrial companies that will report their quarterly numbers next week, one I am going to watch closely is PACCAR (NASDAQ: PCAR). Despite the underlying weakness in the trucking industry, PACCAR’s stock has kept its positive momentum, gaining 8% year to date. It hit its 52-week high barely a month ago.

    Yet, the truck maker might find it hard to keep up this momentum, because several things more »

  • Pull Your Money Out of This Stock Before Next Week

    By Neha Chamaria - April 17, 2013 | Tickers: CMI, NAV, OSK, PCAR, WPRT

    Of the several industrial companies that will report their quarterly numbers next week, one I am going to watch closely is PACCAR (NASDAQ: PCAR). Despite the underlying weakness in the trucking industry, PACCAR’s stock has kept its positive momentum, gaining 8% year to date. It hit its 52-week high barely a month ago.

    Yet, the truck maker might find it hard to keep up this momentum, because several things more »

  • Pull Your Money Out of This Stock Before Next Week

    By Neha Chamaria - April 15, 2013 | Tickers: CMI, NAV, OSK, PCAR, WPRT

    Of the several industrial companies that will suit up with their quarterly numbers next week, one I am going to watch closely is PACCAR (NASDAQ: PCAR). Despite the underlying weakness in the trucking industry, PACCAR’s stock has kept its chin up, gaining 8% year to date. It hit its 52-week high barely a month ago.

    Yet, the truck maker might find it hard to keep up the momentum, because more »

  • Is The Game Over For This Stock?

    By Neha Chamaria - March 26, 2013 | Tickers: CAT, DE, MTW, OSK, TEX

    This stock has rallied more than 8% since the last time I wrote on it, even etching a new 52-week high for itself some days back. That last time wasn't that long ago though, just a month. I had a hunch then that this one could rocket. It did.

    The reasons I laid down still hold good for Terex (NYSE: TEX). Does that mean the stock has just embarked more »

  • Icahn’s Proposal Could Help Dell Shareholders

    By Bob Chandler - March 12, 2013 | Tickers: DELL, IBM, OSK

    Dell (NASDAQ: DELL) shareholders have an interesting choice to make. They can either accept the terms of management's current $13.65 per share leveraged buyout (LBO) offer or vote against the buyout and hope that the company's operations will stabilize and that executives might take some sort of shareholder friendly action.

    However, famed value investor Carl Icahn recently offered another option. In a letter to Dell directors, he more »

  • Why You Should Dip Your Fingers in This Sizzler

    By Neha Chamaria - February 24, 2013 | Tickers: CAT, DE, MTW, OSK, TEX

    It was a pleasant October day last year when I decided to make the most of my recharged research side of the brain. This company had just-released its quarterly report, and although it beat Street estimates, the numbers were far from good. Over a tea (I am not much of a coffee girl) conversation, my colleague felt there were much better companies to bet on than this one. Not convinced more »

  • Companies that Outperform Judgment

    By Josef Ray Dagatan - February 19, 2013 | Tickers: FSS, OSK, TEX

    With the construction industry regaining its health and helping create demand for its downstream and upstream businesses, Oshkosh Corporation (NYSE: OSK) has certainly had a good start this year. Finally, this global leader in access equipment and other specialty vehicles is on the mend after shares hit rock bottom amid the campaign of its major shareholder Carl Icahn to gain control of the company last year.

    In December the 76-year-old more »

  • Our Take on Icahn's Small-Cap Portfolio Since Q4 2011

    By Meena Krishnamsetty - February 14, 2013 | Tickers: CMC, CVI, HAIN, NAV, OSK

    With a net worth of $14 billion, infamous corporate raider Carl Icahn has a lifetime of experience building wealth in the capital markets. Each quarter, we’re able to take a glimpse at that experience by reviewing the holdings in his Icahn Capital fund. Our research has shown that hedge funds like his are excellent stock pickers. For example, the most popular small-cap stock positions in hedge fund’s 13F more »

  • Can These Aerial Equipment Makers Continue to Soar?

    By Robert Hanley - February 9, 2013 | Tickers: OSK, TEX, URI

    The financial crisis and housing correction brought a contraction to the construction equipment industry, as rental companies downsized their fleets and waited for brighter days in the future. Fortunately, Uncle Sam’s printing press has finally generated a rise in housing prices and stronger building activity, which has reversed the negative trends and brought new orders and profits to the business. After large price gains for the industry’s leaders more »

  • Best Performing Stocks of Earnings Season (So Far) Part 2

    By Brian Nichols - February 1, 2013 | Tickers: VOXX, EFII, ESI, OSK, SYNA

    On Wednesday I published an article showing the best performing stocks of this earnings season, and then provided an outlook. In the first piece I looked at the top five, but now I am taking it one step further to look at numbers six through 10. These five stocks might now have rallied to the degree as those in Part 1, but are worth celebrating nonetheless.

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  • An Opportunistic Play on an Improving US Housing Market

    By Anh HOANG - January 31, 2013 | Tickers: FSS, OSK, TEX

    Carl Icahn, the famous activist investor, once offered to acquire Oshkosh Corporation (NYSE: OSK) at $32.50 per share, with a total deal value of $3 billion. However, the company’s board rejected the offer, as they thought the offer undervalued the company. Indeed, after reporting strong 2013 first quarter earnings results, Oshkosh’s share price just surged by nearly 19% in one trading day to more than $41 per more »

  • 2013 Outlook for Mining Equipment Companies

    By Zain Abbas - January 29, 2013 | Tickers: CAT, JOY, MTW, OSK, TEX

    The bears believe that Construction and Mining equipment manufacturers had a tough 2012 given lower-than-expected growth in Chinese GDP. On the other hand, bulls have got solid points to defend a strong 2013.  Investors are desperately waiting for their earnings releases in order to judge who is right; the bears or the bulls?

    Before discussing the earnings preview of different players in this industry, I would like to list the more »

  • What is Famed Activist Investor Carl Icahn Selling Now?

    By Meena Krishnamsetty - December 28, 2012 | Tickers: RAIL, HPQ, OSK, GBX, WAB

    Greenbrier Companies (NYSE: GBX) announced per a 13D that billionaire Carl Icahn sold off over 65% of his stake, dropping his ownership of the rail car company from 9.9% to 3.4%. The selloff comes after Greenbrier rejected Icahn’s latest offer to pay $22 per share for the company, compared to its $15.60 trading range. Shares fell around 15% last week on the news that Greenbrier rejected more »

  • 2 Mega-Investors Have Set Their Sights on This Stock

    By Meena Krishnamsetty - December 14, 2012 | Tickers: CMI, DE, NAV, OSK, PCAR

    In a recent 13D filing with the SEC, Navistar (NYSE: NAV)’s largest shareholder, MHR Fund Management increased its stake by 17% to 12 million shares. The recent purchase adds to MHR's already robust Navistar position. Navistar was MHR's 4th largest 13F holding at the end of the third quarter, accounting for 9% of the firm's total 13F assets. Another big name shareholder of Navistar is billionaire more »

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