Dear Reader,

I just bought 10,000 shares of a little $5 company…

And I suggest you do the same.

I think it could be a fantastic opportunity (as I explain here.)

Similar to when I put $50k into a little-known mining company back in 1995…

Then cashed out 3 years later for about $1.3 million.

Get the details here… then decide for yourself.

Yours for peace, prosperity, and liberty, AEIOU,

Dr. Mark Skousen
Macroeconomic Strategist, The Oxford Club

P.S. I first developed a relationship with the President when he spoke at my FreedomFest conference.

And I quickly learned that he does not want the United States dependent on foreign nations for our resources.

That’s why I’m convinced his administration will take a stake in this one company.

It is the ONLY company in America capable of providing a crucial resource… 80% of which is controlled by Russia, China, and Indonesia.

Here’s the whole time-sensitive story.

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Additional Reading from MarketBeat

Cintas Corporation: The Deep Value Opportunity in Plain Sight

Submitted by Thomas Hughes. Posted: 3/28/2026. 

Key Points

• Cintas’ March price pullback set a new long-term low, creating a deep value opportunity for buy-and-hold investors.
• Growth and capital returns underpin the price action, which is likely to resume upward momentum before year-end.
• Institutions and analysts help support this market, limiting the downside in 2026.
• Special Report: Elon Musk: This Could Turn $100 into $100,000

Cintas Corporation (NASDAQ: CTAS) is a deep-value opportunity few are discussing, perhaps because its business is unglamorous. Cintas delivers uniforms, laundry services, first-aid supplies and other essential services to businesses across industries and verticals. The critical point is that this must-have service generates recurring revenue, is growing, and is returning value to shareholders.

That growth is largely “self-funded,” enabled by execution and a fortress balance sheet, which supports dividends, share buybacks, and both organic and acquisitional expansion. The net result is apparent in the share price, which—aside from a post-stock-split correction—shows a long-term uptrend that is likely to continue.

Cintas Trades at Value Levels; Provides Opportunity for Buy-and-Hold Investors

Fox News calls this resource -scramble “the new arms race” (Ad)

Why is the White House suddenly building a new “Fort Knox?” Hidden inside this fortress lies a critical new resource Moody’s calls “the new oil.” Demand is doubling every 6 months, and Fox News is calling it the “new arms race.” On April 20, a major event could ignite a handful of under-the-radar stocks, setting off what could be biggest commodity boom in history.Click here for all the details.

Cintas’ stock was trading at historically low levels relative to earnings in late March amid a major acquisition. The previously stalled Unifirst (NYSE: UNF) takeover is now moving forward following unanimous board approval.

The cash-and-stock deal assigns a premium to Unifirst that is likely to be realized relatively quickly. The merger creates opportunities for consolidation, cost savings and operational efficiencies while expanding Cintas’ client base, product range and cross-selling potential. At face value, Unifirst’s business would add roughly 20% to Cintas’ revenue, and further earnings gains could be captured through business rationalization.

Cintas is not a bargain-basement stock, but it carries a premium for good reason. Its P/E typically runs in the high 30s, supported by strong cash flow quality and ongoing capital returns. The shares trade near 36X the 2026 consensus, but only about 14X versus the 2035 consensus, implying meaningful upside over time.

Cintas’ capital return program includes dividends, dividend growth and share buybacks. The dividend yield typically hovers around 1.0%, with annual increases often offset by stock price appreciation. The company is a Dividend Aristocrat with more than 40 consecutive years of dividend increases and has the capacity to continue robust growth. Double-digit compound annual dividend growth is supported by double-digit earnings gains and share-reducing buybacks.

Cintas’ share repurchases increased by approximately $250,000, or 36%, on a year-to-date basis as of the end of its third quarter. The pace of share-count reduction is modest—about 0.18%—but sufficient to offset share-based compensation and the dilutive effect of dividend increases. For investors, the effect is a stable-to-slightly-declining share count, which can reduce volatility and downside risk. Cintas is a lower-beta stock that can help dampen portfolio volatility.

Institutions Limit Downside in 2026

Institutional ownership and persistently low short interest also help keep volatility muted. Short interest tends to run around 2%, a healthy level for a blue-chip stock that supports day-to-day liquidity. Days to cover are relatively low at roughly four days, suggesting a quick exit for short sellers if price action picks up. Institutions own about 65% of the stock and have been accumulating over the trailing 12 months—net buyers in three of the last four quarters, with buying activity ramping in Q1 2026 as the share price declined.

The technical price action is weak in early 2026 but shows support at an important technical level that aligns with price action in 2024. That support marks the breakout point of a previous bull-market consolidation and is likely a durable floor. If the market continues to respect the stock’s 150-week EMA, a rebound is probable. CTAS stock has retreated to this level only five times in 15 years, and each time it triggered significant rallies—the last two led to quadruple- and high-triple-digit gains, respectively.

The biggest risks this year include a potential economic downturn, labor-force contraction and regulatory scrutiny of the Unifirst deal. Cintas and Unifirst already overlap in some markets, and the acquisition will make the nation’s largest uniform service even larger. The risk of a tightening labor force is real; however, the latest claims data suggest employment conditions are stable and improving versus the prior year.

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Further Reading from MarketBeat

More Than Just Brains: The AI Revolution’s Nervous System

Author: Jeffrey Neal Johnson. Article Published: 3/18/2026. 

Key Points

• Lumentum’s strategic partnership with NVIDIA validates its technology and solidifies its essential role within the growing artificial intelligence supply chain.
• Nokia is strategically pivoting to capture the AI market with end-to-end optical networking solutions designed for hyperscale data center operators.
• The fundamental shift to optical networking for AI represents a multi-year supercycle, creating a durable tailwind for foundational hardware providers.
• Special Report: Elon Musk: This Could Turn $100 into $100,000

The investment conversation around artificial intelligence (AI) has largely focused on sophisticated software and the powerful graphics processing units (GPUs) that act as the brains of the operation. Those elements are essential, but a potentially more durable investment opportunity is emerging from the physical layer of technology. The new bottleneck isn’t processing power; it’s the network’s ability to connect thousands of processors so they can operate as a single, cohesive supercomputer.

Modern generative AI and large language models require unprecedented levels of inter-processor communication. The massive datasets used to train these models mean network speed—the system’s nervous system—has become a primary driver of performance.

Fox News calls this resource -scramble “the new arms race” (Ad)

Why is the White House suddenly building a new “Fort Knox?” Hidden inside this fortress lies a critical new resource Moody’s calls “the new oil.” Demand is doubling every 6 months, and Fox News is calling it the “new arms race.” On April 20, a major event could ignite a handful of under-the-radar stocks, setting off what could be biggest commodity boom in history.Click here for all the details.

Traditional copper cabling, long the data-center standard, cannot handle these bandwidth demands without introducing crippling latency. That physical limitation has kicked off a multi-year upgrade cycle to high-speed optical networking. This optical supercycle creates a sustained tailwind for companies building the indispensable plumbing of AI, offering a foundational way for investors to participate in the ecosystem’s growth.

Lumentum: Supplying the Speed-of-Light Components

Lumentum Holdings Inc. (NASDAQ: LITE) has emerged as a primary beneficiary of the optical upgrade, a position recently reinforced by the undisputed leader in artificial intelligence.

In early March, NVIDIA (NASDAQ: NVDA) announced a multi-billion-dollar strategic investment and purchase commitment with Lumentum to secure long-term supply of advanced laser components and 800G transceivers—critical hardware for linking clusters of AI systems.

That deal does more than support future revenue; it serves as a clear endorsement of Lumentum’s technology and cements its role in the AI supply chain, helping create a meaningful competitive moat.

The validation is already showing up in the numbers. In its most recent quarterly report, Lumentum posted a 65.5% year-over-year increase in revenue and beat earnings-per-share expectations by $0.26. Its forward guidance projects revenue growth of more than 85% for the upcoming quarter—a signal that growth is not only continuing but accelerating.

That momentum comes as the market itself expands rapidly. Lumentum is a key supplier to the global optical transceiver market, which is forecast to more than double to nearly $22.4 billion by 2029. As data-center operators accelerate AI buildouts, demand for Lumentum’s high-margin components is rising. Bolstering the investment case, Lumentum was recently added to the S&P 500 index, triggering purchases by large index funds, increasing institutional ownership and providing a stable base of demand.

Nokia: Building the Intelligent AI Superhighway

While Lumentum supplies critical components, Nokia Corporation (NYSE: NOK) leverages deep networking expertise to deliver complete, intelligent systems that form the AI data superhighway. Nokia has made a deliberate strategic pivot to capture this growing market.

On March 16, Nokia announced a suite of coherent optical solutions and routing platforms designed for AI-era networks. The move targets large, integrated contracts with hyperscale cloud providers and data-center operators that prefer end-to-end solutions from a single trusted vendor.

The strategy is already producing results in Nokia’s core segments. Its Network Infrastructure division has been a key growth driver, with the Optical Networks unit expanding 17% year-over-year in the most recent reported quarter. That growth indicates Nokia’s push into high-speed optical systems is translating into tangible financial results and market-share gains.

This progress has not gone unnoticed by Wall Street. Major firms such as Morgan Stanley have named Nokia a top pick, citing rising AI infrastructure demand as a core reason for their bullish outlook. Shifts in analyst sentiment suggest the market is beginning to price in this new growth vector for the technology giant. Nokia is using its global scale to capture part of the data-center networking market, projected to grow from about $44 billion in 2026 to more than $114 billion by 2034. As a provider of comprehensive systems, Nokia is well-positioned to benefit from that wave of capital expenditure.

2 Sides of the Same High-Growth Coin

The transition to optical networking is not a temporary trend but a foundational, multi-year supercycle required for AI’s continued advancement. The limits of older technologies have created an unavoidable shift toward optical infrastructure, presenting a clear, data-driven investment opportunity beyond the typical AI headlines.

Lumentum and Nokia offer complementary ways to play this shift. Lumentum is a high-growth, component-level play, validated and backed by NVIDIA and tied directly to the supply of essential, high-margin parts. Nokia offers a value-oriented, systems-level play, with a strategic pivot that is gaining meaningful market recognition.

For investors seeking exposure to the hardware foundation of the AI revolution, the companies building the industry’s indispensable plumbing provide a compelling and durable path to growth.

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