This video is part of our "Motley Fool Conversations" series, in which industrials editor/analyst Isaac Pino and senior analyst Anand Chokkavelu, CFA, discuss topics across the investing world.

As part of the Motley Fool Madness series, Anand and Isaac go head-to-head analyzing two Dow titans. In today's showdown, we look at Bank of America and Alcoa. Each company has faced macro headwinds in recent years as the banking and aluminum markets have struggled. As we look to the next 12 months, Anand makes the case for Bank of America's stock while Isaac advocates for Alcoa.

The financial heavies like Bank of America are getting a lot of press these days. And much of it is negative. But there's one small bank that's flying under the radar. It has some of the best operational numbers you'll ever see. The Motley Fool has featured it in its brand-new free report: "The Stocks Only the Smartest Investors Are Buying." We invite you to download a free copy. To find out the name of the bank Buffett would probably be interested in if he could still invest in small banks, just click here.