Dan Dolev, an analyst at Jefferies, has issued a report on Cintas. He called the company a buy based on their uniform service business but brought up the idea that the company could divest itself of the document shredding business. It is not known if this was arrived at by some contact with Cintas management.
With the failed sale of Recall earlier this year it is unlikely there is anyone in the market who would be willing to pay a premium for the business but I am not the expert. It would seem to go against their current trend of acquiring new companies.