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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Mark Marcellus who wrote (42410)	4/26/2011 2:14:15 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78740

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.

To: Mark Marcellus who wrote (42410)	7/2/2011 10:27:17 PM
From: E_K_S	Read Replies (3) \| Respond to of 78740

Hi Mark - Does Carl Icahn value the Magic Formula calculation? online.barrons.com From the article:"...The military has long used Oshkosh trucks to overrun obstacles and shield soldiers in battle. But now an activist investor has engaged the company, and it's difficult to say whether he is friend or foe. Billionaire Carl Icahn announced that he has taken a 9.5% stake in Oshkosh (ticker: OSK), and stated that he plans to meet with management to discuss strategies to boost shareholder value. -------------------------------------------------------------------------------------------------------------------------- I wonder what sort of value he sees in the company now. EKS