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

Natural gas prices continue to fall, and investors need to be cautious as a result. David thinks investors should ignore the futures plays like U.S. Natural Gas and producers like Chesapeake Energy. Instead, he believes that the only way to play natural gas in this environment is to focus on companies that benefit from lower prices. Westport Innovations and Fuel Systems Solutions are two such companies to consider. As natural gas becomes more widely used for transportation and industry, these companies will see a big benefit.

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