The following video is part of our "Motley Fool Conversations" series, in which, Austin Smith, consumer goods editor and analyst, and Brendan Byrnes, industrials editor and analyst, discuss topics across the investing world.

In today's edition, they take a look at the best- and worst-performing auto stocks for 2011. Even though the Japanese automakers suffered from three crises this year, domestic companies Ford and GM are down even more for the year. We believe this creates an opportunity for investing in Ford and GM for cheap.

We think Ford and GM have great potential going into the future, but if you'd like to see the company that our chief investment officer picked out for tremendous 2012 growth, 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.