Stephen Simpson, CFA
Long only, growth at reasonable price, value, research analyst

Oshkosh's Self-Improvement Efforts Moving The Needle

Couple improving conditions in the largest-end market and solid progress with internal self-improvement efforts, and you have Oshkosh (NYSE:OSK) handily beating the Street's fiscal first quarter estimates and sitting close to a 52-week high. With the shares having doubled the return of the S&P 500 over the past year, it's hard to say that Oshkosh's performance has gone unnoticed, but if construction really is turning the corner and the company's MOVE plan stays on track, these shares should continue to beat the market.

Thumping Expectations On Strong Margins

Oshkosh management has been talking for some time now about its plans to deliver significantly better operating margins under its MOVE plan, with the Street generally responding with something like...

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