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.

In today's edition, Brendan and Austin discuss Toyota, which had a rough 2011. The company was hit hard by the Japanese earthquake and tsunami in March as well as the Thailand floods which disrupted the company's supply chain. Now, as Toyota recovers from these two disasters, it has to deal with the strength of the yen, which has been sapping profits on vehicles produced in Japan and sold abroad. After an earnings report that contained improved full-year guidance, is the company on its way to regaining the global sales crown? And is it the best auto stock for your portfolio?