The following video is part of our "Motley Fool Conversations" series, in which industrials editor/analyst Isaac Pino discusses topics around the investing world.
In today's edition, Isaac talks transportation. Specifically, he's focusing on the natural gas revolution and how it could boost the railroad industry. Railroad traffic suffers when natural gas replaces coal as a cheaper energy source, but the railroads also get a boost from shipping heavy equipment required for fracking and might receive an entirely new fuel source as locomotives are outfitted with natural gas engines. The trend is well under way in the trucking industry, and a shift to natural gas-fueled trains could drive railroad stocks higher over the long haul.
Higher oil prices typically drive railroad traffic higher, but some investors are looking for a more direct opportunity to profit from escalating energy costs. Take a look at the top oil stocks recommended by Motley Fool analysts in a recent special free report: "3 Stocks for $100 Oil." The report won't be available forever, so we invite you to enjoy a free copy today. You can access it by clicking here. Fool on!