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

In today's edition, Brendan and Austin discuss a remarkably resilient sector -- machinery. Many companies in this sector have been putting up remarkable growth numbers despite the cyclicality of the industry and an uncertain macro economy. Which company is the latest to continue this trend?

Caterpillar and Westport look like solid long-term picks going into the future, but if you'd like to take a look at the company that our chief investment officer picked out for explosive growth in 2012, check out our newest free 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.