Part 3/7:
Turning to the tech sector, a Florida caller examines Cintas, which recently hit a 52-week low. The host considers the valuation attractive, noting that with an earnings multiple of 18, it might be a good entry point. Interestingly, the host admits to a previously negative bias toward Cintas, highlighting how market conditions can shift investor sentiments.
Another caller from Maryland raises a concern about Okta, a cybersecurity firm. While the host generally favors Okta due to its focus on identity management, he suggests that Palo Alto Networks might be a preferable pick in that industry, especially with its acquisition of CyberArk. This underlines the competitive and strategic nature of cybersecurity investments amidst ongoing cyber threats.