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.

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3 Stocks With Unusual Call Option Activity

stock with unusual options activity

When traders stampede into call options, it typically means they expect an event to come, pushing the underlying stock higher soon. Because options expire at a given date, these traders must get their thesis right before expiration or risk losing their entire investment.

Today, three stocks show unusual call option activity, which could lead investors to reverse engineer these decisions and find out why stocks like Spirit AeroSystems Holdings Inc. (NYSE: SPR), Hims & Hers Health Inc. (NYSE: HIMS), and even PulteGroup Inc. (NYSE: PHM) can outperform the market in the coming months.

While part of entirely different industries, these stocks share one common tailwind created by the Federal Reserve (the Fed) and the potential interest rate cuts that could hit the market as soon as May or June 2024. Investors can watch trader expectations of these cuts following the FedWatch tool at the CME Group Inc. (NASDAQ: CME).

All Part of One Machine

Because the Fed could cut interest rates later this year, analysts at The Goldman Sachs Group Inc. (NYSE: GS) expect a breakout in the U.S. manufacturing sector, so fat, they have been right in their 2024 macro outlook report.

According to export readings, which expanded by 6.4% in the February ISM manufacturing PMI index, foreign nations expect a lower dollar to make American goods more attractive for purchase.

Increased economic activity is synonymous with job creation and rising corporate earnings, which is where Warren Buffett expected a construction boom as he bought stocks like PulteGroup. In the Medical field, 66,700 jobs were added last month, when the entire economy created 275,000 jobs in total.

A hiring spree could help stocks like Hims & Hers, and a construction boom may be one of the reasons traders sided with Buffett in his PulteGroup play, but what about Spirit?

Spirit AeroSystems: A Special Situation

After a recent scandal regarding a Boeing Co. (NYSE: BA) 737 MAX 9 incident, media outlets blamed Spirit for a faulty piece of equipment.

However, Boeing quickly realized that the company wasn’t really at fault but rather a factory in Malaysia. Looking to lock in one of its most considerable supplies, Boeing is now ‘in talks’ to create a takeover bid and buy Spirit, news that sent the stock on a 25% rally in March 2024.

While still speculative ‘talks,’ chances are that Boeing could actually pull through with an offer. Now that airline stocks like Southwest Airlines Inc. (NYSE: LUV) provided lower guidance for the year due to delays in Boeing jet orders, the company may look to consolidate its supply chain and avoid further conflicts.

In January 2024, analysts at Citigroup Inc. (NYSE: C) saw a valuation of up to $39 a share for Spirit stock. Considering this price target still stands today, investors could expect Boeing to send an offer around that valuation, which is 11% higher than today’s prices.

Wall Street wants to see 466% earnings per share (EPS) growth from Spirit this year, which could still make Boeing reconsider an even higher bid. In either case, the evidence stacked up for traders to justify a call option buying spree.

Hims & Hers is On Its Way

After reporting its first profitable quarter, Hims & Hers stock rallied hard, but traders believe it can rally even harder. After a run of up to 85% since the earnings announcement, the stock could be positioned to keep delivering the type of results that other medical stocks just can’t provide.

Known for being low-beta, medical stocks typically don’t move that much. Because it is a $3.4 billion company, Hims & Hers could carry a much higher ceiling now that the company has proven to be profitable in the marketplace, especially so with analysts projecting 130% EPS growth this year.

Compared to the sector, Hims & Hers stock trades at a price-to-book ratio of 9.8x, a 177% premium to the 4.5x multiple seen in the sector. There must be a good reason for investors to be willing to overpay for the stock’s book, and that reason could be expected future growth now that the company reached profitability.

Citigroup analysts see the stock going higher to $16 a share, where before February they only had a $12 valuation. Now that the company is delivering on its promises, investors could expect to see even higher price targets ahead, supporting their call option positions.

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