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

In today's edition, Brendan and Austin discuss one stock that Brendan thinks Jim Cramer is dead wrong about: Ford. Cramer recently put a sell rating on the stock, a call Brendan disagrees with. Ford has been on a roll lately, posting impressive profits and paying down its automotive debt by more than $20 billion. Pent-up demand in the U.S. for fuel-efficient cars should help drive sales at home, while the company's heavy investment abroad, particularly in Asia, should help drive growth for decades to come.

With Ford on track to lose money in Europe this year, many investors may be nervous about investing in a company that's internationally focused, but they shouldn't be. Emerging markets are giving new life to established American companies with deep pockets. As these industry titans look abroad for more sales, they aren't starting with a blank slate -- they're bringing their operational excellence to new markets and thriving. To uncover these picks today, we invite you to read a copy of our free report: "3 American Companies Set to Dominate the World." The report won't be available forever, so we invite you to enjoy a free copy today. Get your copy today!

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.