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Oshkosh Corporation Message Board

shortzonsportz 5 posts  |  Last Activity: Jun 21, 2016 3:19 PM Member since: Sep 25, 2007
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    by shortzonsportz Jun 21, 2016 1:33 PM
    shortzonsportz shortzonsportz Jun 21, 2016 3:19 PM Flag

    Oasis has to be sick to their stomach on this disaster. They have been in for a year - and no price movement at all. They really should go public with their grievances. I think public humiliation and shame is the only way for this Berman character to admit he is ill equipped to run this organization. Its hard to imagine any shareholder or director defending the status quo with all of the facts in front of them.

    We need a change agent to cause this discussion to occur. CEO's should be able to profit off of shareholders indefinitely.

  • shortzonsportz by shortzonsportz Jun 21, 2016 1:33 PM Flag

    How many years of underperformance is acceptable before change occurs? Wouldn't one think a line would be drawn in the sand at some point?

  • shortzonsportz by shortzonsportz Jun 8, 2016 2:33 PM Flag

    How does PLKI trade at such a premium to BOJA? They are one in the same company. I am sure BOJA is undervalued but PLKI is also overvalued. Or they both are overvalued.

    PLKI is so skiddy - surprised it would trade at 25X Forward PE. 16x PE yes. North of 20x - no chance.

  • shortzonsportz by shortzonsportz May 12, 2016 4:03 PM Flag

    I have been long this company for a while. Cant take it anymore. I have never seen anything like this in my 40 years of investing. Pure negligence on the part of the Board. Too allow this type of mismanagement to occur for such an extended period of time is shameful.

    I shorted today as well. This company is radioactive as long as the CEO is on Board.

  • shortzonsportz by shortzonsportz May 5, 2016 10:09 AM Flag

    People don't realize how much of a commodity business this is. OMI doesn't manufacture anything. CAH and Medline do. Medline and CAH make 2-3% margins on their non-manufactured goods. OMI cannot compete like this.

    Losing $500m of revenue is the first of many to come. There are simply no differentiating factors for OMI and the margins are awful.

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