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.

It may take a while, given that current supply continues to grow, but low natural gas prices will eventually rise again. The laws of economics support that simple view. Low prices, over time, spur demand. And higher demand combined with decreased supply will ultimately result in rising prices. David thinks that transition will take some time, however. That's why he's very keen on Westport Innovations, which will benefit from low natural gas prices in the near term. Westport Innovations is on the watchlist of his 10-Bagger real-money portfolio.

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