The following video is part of our "Motley Fool Conversations" series, in which senior analyst Matt Argersinger and analyst Paul Chi discuss topics around the investing world.

The stock market is off to a strong start to 2012. Has the market gotten ahead of itself? Tough to say. You can bet, however, that plenty of individual stocks have risen well above their intrinsic values. In today's video, Matt and Paul discuss one stock that looks both pricey and primed for a future earnings disappointment that could send its shares tumbling. Find out the name Matt and Paul think might make a decent short for your portfolio.

Every now and again, we come across a stock that has us so excited we can hardly contain our investing enthusiasm. We've uncovered one such pick with so much promise that we've dubbed it "The Motley Fool's Top Stock for 2012." We've created a special free report for investors to uncover this soon-to-be rock star. The report highlights a company that is revolutionizing commerce in Latin America, and you can get instant access to the name of this company by clicking here to download it now.

This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.