The following video is part of our "Motley Fool Conversations" series, in which analyst Jim Mueller and analyst Jason Moser discuss topics around the investing world.

Motley Fool Stock Advisor analyst Jim Mueller shares three of his favorite companies today pulled from the real-money Rising Star Portfolio he runs for The Motley Fool. A mining company, a fertilizer company, and a drilling company are all poised to take advantage of trends Jim sees playing out today and into the future.