Reported about 14 hours ago
In a recent discussion, Hennessy Funds Portfolio Manager Josh Wein compares Brinker International (EAT) and Oshkosh (OSK) for potential investments. He favors Brinker as a 'Good Buy' due to its increasing margins, strong cash flow, and positive stock price momentum despite the challenges of food inflation. Conversely, he views Oshkosh as a 'Goodbye' due to its underwhelming stock performance, influenced by economic uncertainties affecting their municipal and industrial clients.
Source: YAHOO