The following video is part of our "Motley Fool Conversations" series, in which analyst John Reeves and analyst Jason Moser discuss topics across the investing world.

Jason talks about CARBO Ceramics, a company that provides a valuable material to the natural gas industry. He just bought shares of the company for his Rising Star portfolio, and he's really excited about the long-term possibilities with this investment. The video concludes with a discussion of the share performance over the past several months.

If you believe the Natural Gas Act 2011 will change the face of energy consumption in one of our nation's largest industries, you must read The Motley Fool's special free report: "1 Stock to Own Before Nat Gas Act 2011 Becomes Law." In it, you'll find the pioneering company poised to take off in the wake of this act. The report is free, but it won't be forever, so grab a copy while you still can. Click here now to access your copy. Fool on!

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.