The following video is part of our "Motley Fool Conversations" series, in which Motley Fool technology editor Andrew Tonner and consumer goods editor Austin Smith discuss their favorite stocks.

In today's edition, Andrew and Austin talk about a seemingly backwards trend of punishing winners and rewarding losers. Granted, stock performance is all about expected results, so if a company does better or worse than those expectations, we can expect the market to move accordingly. But taking a step back: Even if a company lost less than expected and is up 10%, while another grew less than expected, but still grew, make the right choice. Play the long game and invest in the company that actually knows how to make money.

Neither Austin Smith nor Andrew Tonner own shares of the companies listed above. The Motley Fool owns shares of Under Armour, lululemon athletica, and Aeropostale. Motley Fool newsletter services have recommended buying shares of Under Armour and lululemon athletica. Try any of our Foolish newsletter services free for 30 days. We Fools may not 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.