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.

Brendan Byrnes has no positions in the stocks mentioned above. Isaac Pino owns shares of General Electric Company. The Motley Fool owns shares of ABB. Motley Fool newsletter services recommend ABB. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.