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

In today's video, Isaac discusses cheap oil prices that persist near the Bakken shale in the Northern U.S. and Canada. There's a lack of infrastructure in the region, which makes it difficult to bring all of the oil to market. This presents an opportunity for railroads that transport excess capacity, including Canadian Pacific and Kansas City Southern. Likewise, Kinder Morgan Energy Partners has several projects in the works.

Austin Smith and Isaac Pino have no positions in the stocks mentioned above. 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.