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Market consolidation in the Satellite Telecommunications Equipment segment.

July 8, 2011

Analysis of:Honeywell Buying EMS Technologies for $491M | www.spacenews.com

The recent announcement by the Honeywell Corporation of its planned purchase of the EMS Technologies organization positions the company to expand their market share of the satellite based asset tracking and satellite telecommunications equipment industry.EMS could turn out to a valuable addition to the Honeywell portfolio, by adding leading positions in C4ISR markets.

With favorable U.S. Army ruling, Oshkosh Corporation moving full speed ahead

February 15, 2010

Analysis of:$3 billion Oshkosh deal upheld | www.jsonline.com

Good news came in the form of a positive ruling from the U.S. Army in upholding a $3.0 billion contract to continue building the new MRAP vehicle, All Terrain Vehicles (M-ATV). The ruling on the part of Army will allow Oshkosh continue to firm up their overall position with the miliary/defense complex as the premier supplier of heavy and light duty transport vehicles.It is also positive news for the overall Wisconsin economy and that of the workforce in the greater fox valley.

Will impending Army-GAO ruling derail Oshkosh Corporation?

February 8, 2010

Analysis of:Oshkosh Truck wins $84.0 mil order Defense Department | jsonline.com

The Oshkosh Corporation(OSK) has been on a rapid growth pattern over the past year. In 2009' the company was chosen over Navistar and BAE to build a more maneuverable variant of the military's Mine Resistant Ambush Protected trucks (MRAP) for troops in Afghanistan. Oshkosh is patiently awaiting a final decision on the part of the Army & GAO which recommended in a December, 2009' ruling that the U.S. Army reevaluate its decision in August, 2009' to award Oshkosh Corp. (OSK) the contract.

Dramatic Downturn in Boating Industry Forcing Difficult Decisions

August 31, 2009

Analysis of:Mercury Marine in Wisconsin Rejects Labor Union's 2-Offer | www.jsonline.com

Continuing economic dificulties facing the boating industry is forcing the Brunswick corporation to make hard decision's relative to their production & assembly operations at their Mercury Marine facilities in Fond du Lac, WI.  Following the union's rejection of contract concessions requested by the company, Mercury Marine will immediately begin to shift the majority of operations from Fond du lac, WI to Stillwater, OK. Loss of some 2,000 jobs will would cause a ripple effect in WI business.      

Downturn in new car sales creating new opportunities for automotive repair & replacement companies. Companies like Monro Muffler Brake, Inc. (Nasdaq: MNRO) look to benefit!

March 30, 2009

Analysis of:Monro Muffler Brake, Inc. Provides Business Update | www.globenewswire.com

In spite of the negative news often dominating the press and generated from the downturn in the global automotive industry, more people are turning to repairing their vehicles instead of buying new ones. This change in consumer focus from the new car showroom to repair shops and their own garage is resulting in a boost in sales for companies involved in this arena. This positive outlook and optimism comes at a welcome time for the aftermarket and auto repair segment looking for bright spots in their fiscal-year expectations. Companies like Monro-Muffler Brake, Inc., look to capitalize on the consumer's interest in reducing costs associated with owning and maintaining their automobiles and trucks. Many of these companies involved in this segment look to see expected gains in profitability due to costs related to declining oil and tire costs.           

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