The following video is part of our "Motley Fool Conversations" series, in which industrials editor/analyst Brendan Byrnes and consumer goods editor and analyst Austin Smith discuss topics across the investing world.

In today's edition, Brendan and Austin take a look at DryShips, which recently announced that it will be selling 10 million shares of its Ocean Rig subsidiary. DryShips is a dry bulk shipper at its core, but actually got the majority of its revenues last year from its drilling rig segment. Selling the shares in Ocean Rig will help improve DryShips' cash position as the company waits for the dry bulk industry to recover, but Brendan thinks the company would be better served holding onto the shares. He also names a shipper that he likes better than DryShips and gives his overall outlook for the industry.

While DryShips looks to be too risky for us, we've come across a different stock that has us so excited we can hardly contain our investing enthusiasm. This pick has 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.