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Talbano post-Oshkosh

|Includes: Oshkosh Corporation (OSK)

Hi Talbano,

I agree with your assessment. LFQ, Oshkosh grew. NFQ will be interesting. I'm long OSK. 20 min. ago, Oshkosh issued a dispatch saying it's Defense Heavy Hauler, HEMTT received an Army order, trailers too. M-1 Abrams Main Battle Tank is now at about 65 tons, an 11 ton increase of the earliest version. More powerful haulers are needed to transport them. Pentagon may be cutting some huge projects, but, it cannot, and will not cut the bread and butter of ground combat: LOGISTIC VEHICLES. Defense side is solid. I'll venture, Commercial side has grown since LFQ. Recent erratic up's/downs, in my view, is due to 99% of stock being owned by Funds, Institutions, etc. Large groups lacking "passion" and love for this company. They make edgy moves on this or that. More individual investors needed. I have written OSK Investor Relations, (Solid People) and asked that Oshkosh do what it can to stimulate more individual participation. Regards, Joe