The following video is part of our "Motley Fool Conversations" series, in which industrials editor/analyst Isaac Pino and technology editor/analyst Andrew Tonner discuss topics across the investing world.

In today's edition, Isaac and Andrew discuss a developing trend in manufacturing -- shifting production from China back to North America. As the cost of labor creeps up in China, companies in the U.S. might find Mexico equally attractive because of its proximity. Key North American railroads including Union Pacific and Kansas City Southern stand to prosper from this trend. Furthermore, there's another railroad that will keep on thriving because of skyrocketing demand for energy.

Andrew Tonner has no positions in the stocks mentioned above. Isaac Pino owns shares of CSX. The Motley Fool has no positions in the stocks mentioned above. 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.