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

In today's video, Isaac discusses cheap oil prices that persist near the Bakken shale in the Northern U.S. and Canada. There's a lack of infrastructure in the region, which makes it difficult to bring all of the oil to market. This presents an opportunity for railroads that transport excess capacity, including Canadian Pacific and Kansas City Southern. Likewise, Kinder Morgan Energy Partners has several projects in the works.

Oil transport is one way to invest in this budding trend, but investors can also find attractive energy companies if they do their research. Take a look at the top oil stocks recommended by Motley Fool analysts in a recent special free report: "3 Stocks for $100 Oil." The report won't be available forever, so we invite you to enjoy a free copy today. You can access it by clicking here. Fool on!