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 across the investing world.

In today's edition, they discuss how Boeing just can't stop getting orders. The company just received a record order from Southwest for 208 planes, worth $19 billion at list prices. The company is sitting on a huge backlog and will have to do its best to turn it into revenue. How exposed is the company to defense cuts, and will this affect them?

If Boeing can successfully turn all of its gigantic backlog into revenue, it should be a great pick for the future. But if you want to take a look at the company that our chief investment officer picked for explosive growth in 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.