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

In today's edition, Isaac discusses the resurgent railroad industry and the two factors that could drive railroad stocks even higher. Since the start of the economic recovery, a handful of railroads have dramatically outperformed the market, and that trend is likely to continue due to a few recent developments.

Austin Smith has no positions in the stocks mentioned above. Isaac Pino owns shares of CSX, and The Motley Fool owns shares of Ford and ArcelorMittal. 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.