The following video is part of our "Motley Fool Conversations" series in which industrials editor/analyst Brendan Byrnes and consumer goods editor/analyst Austin Smith discuss topics across the investing world.
In today's edition, Brendan and Austin continue their series, "Stocks the Market Hates," in which they discuss stocks with high short percentages. Today, they discuss mailing services leader Pitney Bowes and health-care management giant Express Scripts. Both Brendan and Austin agree with the short positions in Pitney Bowes, which pays out a huge dividend but could be part of a declining industry and may have waited too long to develop its software portfolio. Austin wouldn't short Express Scripts, because it's the dominant player in its industry, and, if approved, the acquisition of Medco could be huge for the company.