The following video is part of our "Motley Fool Conversations" series, in which research analyst Catherine Baab-Muguira and industrials editor/analyst Isaac Pino discuss topics across the investing world.

In today's segment, Catherine and Isaac discuss an emerging threat to the world's largest home improvement retailer, Home Depot. While Home Depot just reported a solid quarter, has recently launched a site called Amazon Supply, offering 500,000 products from wrenches to screws to paper clips. Could Amazon Supply seriously threaten Home Depot's dominance?

With Europe in shambles, 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 click here to get your copy today!