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

Despite a record 2011 for Deere in terms of revenue and profits, the company's stock price fell in 2011. Deere and other companies are planning on using emerging markets to drive growth going forward, especially with some upcoming big events, such as the World Cup being held in Brazil in 2014. How and where specifically are these companies finding growth in the future?

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