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 continue their series, "Stocks the Market Hates," in which they discuss stocks with high short percentages. Today, they discuss mailing services leader Pitney Bowes and health-care management giant Express Scripts. Both Brendan and Austin agree with the short positions in Pitney Bowes, which pays out a huge dividend but could be part of a declining industry and may have waited too long to develop its software portfolio. Austin wouldn't short Express Scripts, because it's the dominant player in its industry, and, if approved, the acquisition of Medco could be huge for the company.

Austin Smith has no positions in the stocks mentioned above. Brendan Byrnes has no positions in the stocks mentioned above. The Motley Fool has no positions in the stocks mentioned above. Motley Fool newsletter services recommend Medco Health Solutions. 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.