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

In today's edition, Isaac discusses a solid rebound for the industrial sector. Solid earnings results and impressive numbers from the Commerce Department indicate these companies will continue to thrive in 2012. These companies serve as a bellwether for the broader economy and might be a strong addition for your portfolio given their recent strong performance.

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