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Strategies & Market Trends : Value Investing
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To: Mark Marcellus who wrote (42410)4/26/2011 2:14:15 AM
From: Paul Senior  Read Replies (1) of 78744
 
OSK. I didn't know that about OSK. Lot of good value investors in that one I now see.

gurufocus.com

Of course before I sold I did notice that OSK had good roe vs. p/e (my summary interpretation of Greenblatt's work). Current high roe is of course unsustainable. Average roe over past few years is pretty decent nonetheless (for a government equipment supplier). (I usually like to use average roe when I do my valuations.)

OSK has been very innovative in developing transport/armor vehicles for Afghan geography. I'm just betting that military orders for OSK will decline if US troops mostly depart Afghanistan. Given USA is an arms supplier, maybe OSK will get new orders from middle east countries that are in turmoil.

For now, my preference is for electronic warfare related. So I'm still with ESLT, VSE, LLL, ULBI.
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