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

In today's edition, they discuss the cheapest companies in industrials. Are these companies priced low for a reason, or is this an opportunity to buy great companies at a discount? One perhaps surprising company in industrials that's cheap is GM. The company trades for less than 5 times earnings despite being the auto-market share leader in the United States and China.

Ford and GM are two of Brendan's favorite stocks going into 2012, but if you want to see the company that our chief investment officer picked out for explosive 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.