The following video is part of our "Motley Fool Conversations" series, in which Million Dollar Portfolio advisor David Meier and Fool analyst John Reeves discuss topics across the investing world.

In today's edition, David identifies industrials as possibly the worst sector for 2012. That call is, of course, dependent on the global economy remaining sluggish. Many of these companies carry a lot of debt, so they'll face challenges if economic growth remains stagnant. If conditions improve, however, then there might be some surprises. Dave reveals one company in this sector that may do well regardless.

David Meier and John Reeves do not own shares of the companies listed above. Motley Fool newsletter services have recommended buying shares of Precision Castparts and General Motors. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.