The following video is part of our "Motley Fool Conversations" series, in which industrials editors and analysts Isaac Pino and Brendan Byrnes discuss topics across the investing world.

In today's edition, Isaac and Brendan discuss two recent events that could be a cause for concern in the railroad industry. Shares of CSX and Norfolk Southern were downgraded from neutral to overweight by J.P. Morgan. An analyst pointed to concerns about reduced coal traffic and advancements in the trucking industry due to natural gas engines. In addition, an ongoing debate over limiting the size of long-haul trucks continues. This could pose a threat to railroads if federal limits are lifted and trucking becomes even more competitive on longer route deliveries. Find out whether Isaac believes this will hinder the growth of railroads, or if this business model will continue to thrive.