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

Motley Fool Stock Advisor analyst Jim Mueller shares three of his favorite companies today pulled from the real-money Rising Star Portfolio he runs for The Motley Fool. A mining company, a fertilizer company, and a drilling company are all poised to take advantage of trends Jim sees playing out today and into the future.

Jason Moser has no positions in the stocks mentioned above. Jim Mueller owns shares of Freeport-McMoRan Copper & Gold and Transocean. The Motley Fool owns shares of CF Industries Holdings, Freeport-McMoRan Copper & Gold, and Transocean. Try any of our Foolish newsletter services free for 30 days. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insightsmakes us better investors. The Motley Fool has a disclosure policy.