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

In today's edition, Brendan and David discuss news from Toyota. The company says that sales may rise 20% in 2012 as the company recovers from March's earthquake and tsunami in Japan and the Thai floods. But we are worried about the company's profitability, primarily due to the strength of the yen. Does this create opportunity for the big domestic automakers to continue their strong U.S. gains in 2012?

Ford and General Motors stock, in Brendan's opinion, are on track to rebound next year. But if you want to take a look at the stock that our chief investment officer picked out for explosive growth in 2012, check out The Motley Fool's brand-new report, "The Motley Fool's Top Stock for 2012." It highlights a company that is revolutionizing commerce in Latin America. You can get instant access to the name of this company by clicking here -- it's free.