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

In today's edition, Brendan and Austin discuss the bull case for Boeing. The company is poised to take advantage of the aviation boom in the future, as the commercial aerospace market is expected to total a whopping $4 trillion by 2030. In order to capitalize on this, Boeing must deliver its planes on schedule. It has done a better job of this recently and is even poised to top rival Airbus on deliveries for the year, which would be the first time since 2002. Finally, Boeing's new fuel-efficient planes should drive sales in the future as airlines look for ways to cut fuel costs. The 737 MAX has been selling extremely well and should continue to do so.

Boeing gets about half of its revenues from international markets, and considering the mess that Europe is now, many investors may be nervous about investing in companies that are 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 three of our favorite picks to take advantage of high-growth emerging markets, 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. Click here to get your copy today!

Austin Smith and Brendan Byrnes have no positions in the stocks mentioned above. The Motley Fool has no positions in the stocks mentioned above. 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.