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.

Companies like Union Pacific and CSX have performed nicely for shareholders, returning steady dividends over the past few years. If you're interested in additional dividend stocks, The Motley Fool has compiled a special free report outlining our 11 top, dependable, dividend-paying stocks. It's called "Secure Your Future With 11 Rock-Solid Dividend Stocks." You can access your complimentary copy today at no cost! Just click here to discover the winners we've picked.