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

In today's edition, Isaac discusses the resurgent railroad industry and the two factors that could drive railroad stocks even higher. Since the start of the economic recovery, a handful of railroads have dramatically outperformed the market, and that trend is likely to continue due to a few recent developments.

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