The following video is part of our "Motley Fool Conversations" series, in which Andrew Tonner, technology editor and analyst, along with Brendan Byrnes, industrials editor and analyst, discuss topics across the investing world.

In today's edition, they discuss how everyone is looking to retailers as the obvious winners this holiday season -- but there are other opportunities as well. With online sales going through the roof, shippers can also be a reasonable bet.

These companies may be winners of the holiday season, but who will be the winner of 2012? To find out the company our chief investment officer hand-picked as his favorite for 2012, check out The Motley Fool's brand new report, "The Motley Fool's Top Stock for 2012." It highlights a company that is revolutionizing commerce in Latin America. You can get instant access to the name of this company by clicking here -- 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.