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.

Looking for our prediction for 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.