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.

John and Jason consider a list of the 24 companies in America with market caps over $100 billion. John considers three takeaways. First, there's Apple's remarkable performance. Second, there's the emergence of $100 oil and what that has meant for energy companies. Finally, there are some stalwarts that have fared poorly over the past 10 years. The video concludes with John's consideration of one stock to watch among this group.

Jason Moser has no positions in the stocks mentioned above. John Reeves owns shares of Apple. The Motley Fool owns shares of Apple and Microsoft. Motley Fool newsletter services recommend Apple, Microsoft and Schlumberger. 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.