The following video is part of our "Motley Fool Conversations" series, in which Motley Fool senior editors Andrew Tonner and Brendan Byrnes talk about their favorite stocks.

In today's edition, Brendan and Andrew discuss some of the record-breaking deals being penned by Boeing these days, as well as other fringe winners from the deal. Despite the popularity of many of Boeing's products, though, the story with the company has always been its backlog, so the question going forward will be about how well it can manage this demand. General Electric is also worth mentioning here as a potential beneficiary.

It will be exciting to see if Boeing will be able to soar through 2012. If its exposure to the defense sector has you worried, then perhaps you'd be interested in The Motley Fool's Top Stock for 2012. This special FREE report outlines one of our favorite stocks and why it's poised to become the most dominant player in the emerging market for retail companies. Thousands have requested access, and you can enjoy your complimentary report by clicking here now. And don't worry, it's free!

This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.