MOVING UP TOP LONG OSK; 50% POTENTIAL UPSIDE
Our Industrials team, led by sector head Jay Van Sciver, is hosting a presentation on Top Long Oshkosh Corp (OSK) today, September 16th at 2:00pm ET to discuss why we think OSK is out of favor and set to rebound as investors misread the drivers of the company’s stronger results via capital deployment and long-cycle dynamics.
CLICK HERE for access.
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50%+ Upside With Catalysts, Market In Wrong Framing: Oshkosh shares have been unloved this year, lagging the S&P 500 by about 25 percentage points year-to-date. This hasn’t been because of headline misses or guidance cuts; the company even raised guidance for the year last earnings report. That said, we expect this invite will not be greeted warmly: OSK is an unpopular name…in part because the business is “doing too well.” |
We invite you to join us for this presentation.
