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To: chip who wrote (30585)7/21/2002 5:29:57 AM
From: Dale BakerRead Replies (1) | Respond to of 118717
 
Both OSK and AXL look solid - OSK does commercial trucks plus emergency vehicles while AXL is aimed at the car/light truck/SUV market and SPAR does motorhomes and emergency vehicles. SPAR has the lowest market cap and worst drop from the recent high; they also have the lowest debt-equity ratio at .07.

To some extent you have to decide which transportation niche you believe will do the best. Or play all three as a broad sector bet.

My guess is the small size makes SPAR a larger risk but the upside potential is higher (50% from here). OSK and AXL could be solid 10-30% bounce plays if this market gets through the panic and starts to focus on earnings and value again.