Bill Baruch and I just wrapped up Episode 2 of Triple Play. On this episode, we cover 3 stocks: 1.) Stock in automation with 30+% of revs. coming from China, 2.) Infrastructure play with exposure to renewables, oil & gas, communications and more, and 3.) Financial services play with a duopoly in ratings and an oligopoly type setting in market intelligence.

Enjoy the episode and don't hesitate to share any feedback; we'd love to hear from you!

$CGNX $MTZ $SPGI $MCO $ROK