BMO Capital believes that Oshkosh's valuation is compelling after the stock dropped yesterday in response to the Pentagon's budget proposal. The firm views the budget as slightly negative for Oshkosh, but the firm doesn't expect the spending plan to have any impact on the company's results until 2H13 at the earliest.
European stocks rose for a third straight session on Monday and the euro bounced back from two-year lows, as Greek …



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