The following video is part of our "Motley Fool Conversations" series, in which industrials editor and analyst Isaac Pino and industrials editor and analyst Brendan Byrnes discuss topics across the investing world.

In today's edition, Isaac discusses a manufacturer with roots in the snowmobile business that's now the largest player in light rail and aims to disrupt commercial aviation. The company in mind is Bombardier, and investors should pay close attention. Bombardier focuses on regional jets and has exposure to the rapidly growing markets of China and India. Despite growing earnings per share 38% on average over three years, Bombardier is only trading at a P/E ratio of nine. Isaac thinks this could be the best value play in the industry.