The following video is part of our "Motley Fool Conversations" series, in which health-care editor and analyst David Williamson and industrials editor and analyst Brendan Byrnes discuss topics across the investing world.

In today's edition, Brendan and David discuss news from Toyota. The company says that sales may rise 20% in 2012 as the company recovers from March's earthquake and tsunami in Japan and the Thai floods. But we are worried about the company's profitability, primarily due to the strength of the yen. Does this create opportunity for the big domestic automakers to continue their strong U.S. gains in 2012?

David Williamson does not own shares of the companies listed above. Brendan Byrnes owns shares of Ford. The Motley Fool owns shares of Ford. Motley Fool newsletter services recommend Ford. 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.