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

In today's edition, Brendan and Austin talk about the best turnaround story for investors' portfolios. Brendan is eyeing Ford, while Austin is eyeing Talbots. Ford just reinstated its dividend, while Talbots looks like it's getting closer to making a deal with a private equity firm. Which one will be the better turnaround story in 2012?

Austin Smith has no positions in the stocks mentioned above. Brendan Byrnes owns shares of Ford. The Motley Fool owns shares of Ford. Motley Fool newsletter services recommend Ford and General Motors Company. 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.