Stock Performance & Earnings Growth - Cintas' shares experienced an explosion in 2023 and 2024 due to consistent earnings growth [4] - Cintas' year-to-date performance is up 179%, outperforming the S&P 500 [5][13] - Netflix's stock performance lagged behind Cintas over the past five years, with a 156% increase compared to Cintas' 206% [14][15] - Netflix's 2025 earnings are expected to be up 281%, with 2026 showing a 219% increase [10][11] Company Specifics - Cintas is a uniform company that has consistently met or exceeded earnings expectations [3][4] - Cintas acquired Unif, a competitor in the uniform sector, which is expected to further strengthen its market position [5] - Netflix was previously part of the "Fang Man" group but was later excluded from the "Magnificent Seven" [1][2] Valuation & Market Outlook - Cintas' PE ratio is 443%, considered stretched despite double-digit earnings growth [7] - Netflix's PE ratio is 49 times, which is considered expensive but justified by its growth trajectory [11] - The analysis encourages investors to look beyond the major tech stocks ("Fang Man", "Magnificent Seven") to identify well-performing companies like Cintas [16]

Bob Elliott, Unlimited’s CEO & CIO and Todd Sohn, Technical Strategist at Strategas Securities sit down with CNBC’s Dominic Chu to discuss how ETF investors are using what have traditionally been hedge fund strategies, as they navigate earnings season in the second half of the year. ...

money. Mad money starts right now. >> Hey I'm Cramer.Welcome to Mad Money. Welcome to Cramerica. My friends just trying to make a little money.My job is not just to educate but to entertain to teach you. So call me at one 800 703 CNBC or tweet me JimCramer. As the market gets weighed down by a flood of new tariff announcements.Dow slipping 279 points S&P declining 0.33% Nasdaq dipping 0.22%. We have to remember that stocks are holding up incredibly well versus what you might have expected a few months ago. ...