The following video is part of our "Motley Fool Conversations" series, in which industrials editor/analyst Isaac Pino and analyst Blake Bos discuss topics around the investing world.

In today's edition, Isaac and Blake discuss trends emerging from several manufacturing conglomerates, and how these developments could provide perspective on United Technologies' upcoming earnings announcement. While the macroeconomic picture is murky, Isaac believes that can be a red herring for the long-term investor. Instead, all eyes should be turned to management's comments on demand for aviation equipment and services, the company's plans to reduce exposure to the defense sector, and the ongoing integration of recent megaacquisition Goodrich. At the end of the day, these three issues will determine whether investors are rewarded with the steady dividend payouts they've become accustomed to from this Dow bellwether.

Blake Bos has no positions in the stocks mentioned above. Isaac Pino and The Motley Fool own shares of General Electric. Try any of our Foolish newsletter services free for 30 days. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.