Oshkosh (OSK) is a major manufacturer of, well, a variety of specialty vehicles and equipment. These include specialty trucks and truck bodies for the defense, fire and emergency, concrete placement and refuse hauling markets.
Despite an abandoned bid by billionaire activist Carl Icahn last year, we believe this stock is more than worthy of investment. Icahn tried snatching the company up for $32.50, which would have been a steal. Especially considering the stock now trades north of $41 and we believe it could double by 2015. The company is pivoting toward higher growth markets, essentially trading its defense revenue for higher margin exposure to the commercial segment -- which is sure to be a big benefactor of...
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