The following video is part of our "Motley Fool Conversations" series, in which consumer goods editor and analyst Austin Smith discusses topics across the investing world.

In today's edition, Austin discusses Archer Daniels Midland's recent net income drop and what it means for investors. We've seen lower export volume and rising commodity costs, which are certainly going to hurt a lot of companies in the consumer goods space. But that doesn't mean there aren't ways to play it. Austin discusses the thing investors need to look for if they're investing in this sector in 2012.

Every now and again, we come across a stock that has us so excited we can hardly contain our investing enthusiasm. We've uncovered one such pick with so much promise that we've dubbed it: "The Motley Fool's Top Stock for 2012." We've created a special free report for investors to uncover this soon-to-be rock star. The report highlights a company that is revolutionizing commerce in Latin America, and you can get instant access to the name of this company by clicking here to download it now.