This beaten-down data center stock could be worth a look, says Mike Khouw

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I'm a firm believer in investing in what you know—and what you use. During a recent visit to my parents' New Hampshire property, my brother and I tackled overdue maintenance, and having the right equipment on hand was critical to finish the work in the limited time we had. He and I rented both a compact track loader (CTL, not pictured) and a bulldozer (pictured above) from United Rentals (NYSE: URI) to push through some of the heavier work. For those who may not be familiar with the company, United Rentals can quickly deploy heavy equipment to a remote site. Here's why I believe it sets up well for a defined-risk, moderately bullish options trade.