CTAS因市场份额提升以及预计具有增值效应的Universe收购而成为一项具吸引力的持仓。
逐段跳播
我认为 Cintas 为我们提供了这一点。Cintas 是一家制服租赁公司，以服务蓝领行业而闻名，他们也向许多同样的客户提供设施维护以及消防和安全防护设备。他们一直在持续赢得市场份额。
他们是所在行业的老大。他们实际上正在收购 UniFirst，后者是他们较大的竞争对手之一。我们认为，如果这笔交易在未来几个月内完成，将具有很好的增值效应，而且这是一家管理非常好的企业。
所以，我们认为 Cintas 是一只适合在均衡投资组合中持有的有吸引力的股票。
And I think Cintas provides that for us. Cintas is a uniform rental company um known for that you know for bluecollar industries and they also provide um facility maintenance and fire and safety protection equipment to to many of those same customers.
Um they are consistently gaining market share. They're the you know they're the big boy in their industry. Um they're actually buying Universe which is one of their larger competitors.
We think that deal will be nicely accreative um if it closes here in the next couple months and it's a really well-managed business. So we think Cintas is an attractive stock to own in a a well balanced portfolio.
观察点
这个频道对 $CTAS 的历次判断
Schwab Network 在这只股票上只有这一条判断。