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.

Brendan Byrnes 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. Motley Fool newsletter services recommend Westport Innovations. 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.