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Apple Inc. Message Board

glass_haf_full 5 posts  |  Last Activity: Jan 28, 2016 9:43 AM Member since: Aug 20, 2003
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  • glass_haf_full glass_haf_full Jan 28, 2016 9:43 AM Flag

    Well...It is certainly a very rough start to 2016 hitting 52-week lows. My view: OSK is a goldmine if broken up. Their individual divisions are all very good. Tremendous products/vehicles across the board! I don't think OSK is very good at running them efficiently as one unit. That is probably being very kind - they actually suck at it and waste a ton of $$ with corporate projects.

  • From article on Motley Fool:
    What happens next
    Be that as it may, Lockheed's die is now cast. GAO now has 100 days from the date of the protest (so until Dec. 17) to rule on Lockheed's protest. If it decides the Army made a bad call, GAO will likely order it to reconsider Lockheed's bid (and potentially AM General's as well). Such reconsideration will add even more time to the process, and delay delivery of vital war matériel to the troops for additional months.

    For its part, Oshkosh must now cool its heels and await the outcome of the protest. The Army has instructed it to stop work on the new trucks until the protest process plays out.

    How will it play out? According to The Wall Street Journal, the GAO received more than 2,500 protests last year, most involving defense contracts. Fewer than a fifth of them succeeded. So statistically speaking, the odds favor Oshkosh, and disfavor Lockheed Martin. Meanwhile, with Oshkosh on the ropes financially, but essential to the Army as the company that maintains its MRAPs and builds its "family of medium tactical vehicles" and heavy trucks, the Pentagon has a strong incentive to stick to its guns and insist on giving Oshkosh this contract -- and these revenues -- as a financial lifeline.

    Sentiment: Buy

  • glass_haf_full by glass_haf_full Nov 25, 2015 9:45 AM Flag

    Something is happening with FUEL. For months it struggled to 200k-300k per day and now up on high volume. I like the direction!

    Sentiment: Strong Buy

  • Sky's the limit after that...well maybe $60 may be the limit but we shall see

  • glass_haf_full by glass_haf_full Nov 16, 2015 4:58 AM Flag

    The events in Paris were horrific and it helps bring us together to fight one common enemy. The reality of it is, all the bombing in the world won't eliminate the necessity of a ground war to root out the final strongholds. Who make the best vehicle that can withstand that environment while being able to withstand the inevitable IEDs? OSK!

94.02-2.58(-2.67%)Feb 5 4:00 PMEST