About Cabling Installation & Maintenance

Our mission: Bringing practical business and technical intelligence to today's structured cabling professionals

For more than 30 years, Cabling Installation & Maintenance has provided useful, practical information to professionals responsible for the specification, design, installation and management of structured cabling systems serving enterprise, data center and other environments. These professionals are challenged to stay informed of constantly evolving standards, system-design and installation approaches, product and system capabilities, technologies, as well as applications that rely on high-performance structured cabling systems. Our editors synthesize these complex issues into multiple information products. This portfolio of information products provides concrete detail that improves the efficiency of day-to-day operations, and equips cabling professionals with the perspective that enables strategic planning for networks’ optimum long-term performance.

Throughout our annual magazine, weekly email newsletters and 24/7/365 website, Cabling Installation & Maintenance digs into the essential topics our audience focuses on.

  • Design, Installation and Testing: We explain the bottom-up design of cabling systems, from case histories of actual projects to solutions for specific problems or aspects of the design process. We also look at specific installations using a case-history approach to highlight challenging problems, solutions and unique features. Additionally, we examine evolving test-and-measurement technologies and techniques designed to address the standards-governed and practical-use performance requirements of cabling systems.
  • Technology: We evaluate product innovations and technology trends as they impact a particular product class through interviews with manufacturers, installers and users, as well as contributed articles from subject-matter experts.
  • Data Center: Cabling Installation & Maintenance takes an in-depth look at design and installation workmanship issues as well as the unique technology being deployed specifically for data centers.
  • Physical Security: Focusing on the areas in which security and IT—and the infrastructure for both—interlock and overlap, we pay specific attention to Internet Protocol’s influence over the development of security applications.
  • Standards: Tracking the activities of North American and international standards-making organizations, we provide updates on specifications that are in-progress, looking forward to how they will affect cabling-system design and installation. We also produce articles explaining the practical aspects of designing and installing cabling systems in accordance with the specifications of established standards.

Cabling Installation & Maintenance is published by Endeavor Business Media, a division of EndeavorB2B.

Contact Cabling Installation & Maintenance

Editorial

Patrick McLaughlin

Serena Aburahma

Advertising and Sponsorship Sales

Peter Fretty - Vice President, Market Leader

Tim Carli - Business Development Manager

Brayden Hudspeth - Sales Development Representative

Subscriptions and Memberships

Subscribe to our newsletters and manage your subscriptions

Feedback/Problems

Send a message to our general in-box

 

Buffett's Latest Buys: What Stocks Is He Adding to His Portfolio?

Warren Buffett stock price

At the most recent Berkshire Hathaway Inc. (NYSE: BRK.B)  investors conference in early May, Warren Buffett offered some insights into his most recent buys and sells, but more detail was released in a regulatory filing on May 15, after the market’s close.

At the conference, Buffett mentioned NYSE: OXY">Occidental Petroleum Corp. (NYSE: OXY), which he’s been accumulating. According to the May 15 filing, Berkshire Hathaway’s stake in the Houston-based explorer and producer totals more than $13.2 billion. Occidental’s current market capitalization is $51.89 billion.

Combined with Berkshire’s $21.6 billion holding in Chevron Co. (NYSE: CVX), that’s hefty exposure to the energy sector. Since the fourth quarter of 2022, Berkshire has been unloading shares of Chevron, but it’s still among the firm’s top holdings. 

The details about recent holdings come from form 13F, a required document for institutional investment managers to list securities exceeding a certain ownership threshold. Any holdings of less than 10,000 shares and with a market value under $200,000 wouldn’t be listed on the 13F. While it’s possible that Berkshire has some of those small positions, the company tends to go big, and Buffett followers are watching for those big stakes.

Stocks Move On Buffett News

Stocks often move on news that Buffett has entered or exited a position. What’s interesting, though, is that the actual buys and sells can push the stock in either direction, but the public doesn’t know Buffett may be behind the move until regulatory filings are released.

For example, shares of home decor retailer RH (NYSE: RH) gapped down 8.12% on May 16, as investors realized Berkshire had unloaded its entire stake, which it began accumulating in 2019. 

The filing revealed a large new holding in Capital One Financial Corp. (NYSE: COF). In the quarter ended on March 31, Berkshire acquired $954 million in shares of the online bank and credit card issuer. 

Buffett’s company also holds shares in Visa Inc. (NYSE: V), Mastercard Inc. (NYSE: MA) and American Express Co. (NYSE: AXP)

When it comes to the NYSE: BAC">banking industry, Buffett added to positions in Bank of America (NYSE: BAC) and Citigroup Inc. (NYSE: C), while paring back Ally Financial Inc. (NYSE: ALLY) and eliminating Bank Of New York Mellon Corp. (NYSE: BK) and U.S. Bancorp (NYSE: USB).

Paring Back BYD Stake

One company that’s gotten a lot of attention as a Berkshire holding is EV maker BYD Co. Ltd. (OTCMKTS: BYDDF). In recent quarters, Buffett has been unloading BYD shares, saying that he’s shifting his focus away from China and toward Japan.  won’t appear on the 13F. Buffett reportedly owns about 108.34 million shares in the company, for a nearly 10% stake. 

However, that won’t show up on Securities and Exchange Commission filings, as Buffett purchased the BYD shares on the Hong Kong exchange. 

Taiwan Semiconductor Manufacturing Co. (NYSE: TSM) was another casualty of Buffett’s pivot away from China. The latest filing reveals Berkshire sold all its shares of the chipmaker.

Buffett isn’t known as a speculator (far from it, in fact), but he does frequently engage in trades that fall under the “merger arbitrage” category. His holding in Activision Blizzard Inc. (NASDAQ: ATVI) is an example. 

Buffett pared back his position in the video game producer. He now holds 49.4 million shares, a decrease from 52.7 million at the end of the prior quarter. 

Merger Arbitrage

Merger arbitrage is an investment strategy that aims to profit from price discrepancies between a target company's stock price before and after a merger or acquisition announcement. In the case of Activision, an acquisition by Microsoft Corp. (NASDAQ: MSFT) is pending while trade regulators review the deal. 

The acquisition price is $95 a share, but due to regulatory uncertainty, Activision Blizzard stock never reached that level, as you can see on the Activision Blizzard chart. Buffett may be losing confidence that the deal will go through, if his recent share sales are an indication. 

As of the end of the first quarter, Berkshire Hathaway’s biggest holdings are: 

Stock Quote API & Stock News API supplied by www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the following
Privacy Policy and Terms Of Service.