The following video is part of our "Motley Fool Conversations" series, in which industrials editor/analyst Isaac Pino and industrials editor/analyst Brendan Byrnes discuss topics across the investing world.
In today’s edition, Isaac takes a look at the heavyweights in the energy infrastructure business. In particular, ABB recently reported earnings and booked a 24% increase in net income over last year. CEO Joe Hogan noted decreasing profit margins, but his leadership seems to be driving the company in the right direction. Beyond ABB, Isaac believes there are some value plays in this sector investors shouldn't miss out on.