-- Oshkosh is undervalued company with poor management and offers compelling value for capital growth.
-- We had lot of discussions with management. They promised a lot but have not delivered.
-- Oshkosh is beaten down by uncertainty about defense spending, weak housing and construction spending.
-- Oshkosh management is not proactive and is not taking steps required to weather the volatile economy and shrinking defense industry.
-- Oshkosh is worth a great deal more if the company is split.
Credit and source: Bloomberg, www.bloomberg.com
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