ITPM Podcast

ITPM Flash Ep93 Uniformly Stretched $CTAS


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ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW!

Slowing job creation and stagnant wages make Cintas ($CTAS) uniformly stretched.

In this episode of ITPM Flash, Edward Shek presents a short idea on Cintas ($CTAS) — the U.S. market leader in workplace uniforms and hygiene services. While Cintas has delivered years of steady growth and trades at premium valuations, Ed argues the story is uniformly stretched. With job creation slowing, wage growth stagnating, and little evidence of a broad cyclical recovery, Cintas faces structural headwinds that could pressure earnings and trigger multiple compression. He outlines the company's fundamentals, exposure to employment trends, and explains why a January vertical put spread offers an attractive way to express the view.

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ITPM PodcastBy Institute of Trading and Portfolio Management (ITPM)

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