The following video is part of our "Motley Fool Conversations" series in which analyst John Reeves and analyst Jason Moser discuss topics across the investing world.

John and Jason consider a list of the 24 companies in America with market caps over $100 billion. John considers three takeaways. First, there's Apple's remarkable performance. Second, there's the emergence of $100 oil and what that has meant for energy companies. Finally, there are some stalwarts that have fared poorly over the past 10 years. The video concludes with John's consideration of one stock to watch among this group.

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