The following video is part of our "Motley Fool Conversations" series, in which senior analyst Matt Argersinger and analyst Paul Chi discuss topics across the investing world.

In today's edition, Matt and Paul talk heavy metal -- not the music genre (though Matt admits to being a former Guns 'N Roses fan) but the commodity kind. Metal companies, especially those in the aluminum, steel, and titanium space, have been crushed lately over fears of a slowdown in China, one of the world's biggest consumers of basic materials. But Matt thinks he's identified two more domestically focused metal companies that look particularly compelling right now for investors who want to bet on a turn in the commodity cycle. Both are trading near multiyear lows, offer solid balance sheets, and pay a nice dividend. Get the names and the insights by watching the video below.

The glitter of gold and its recession-proof return have recently caught the attention of many investors. But the best way to profit from the precious metal isn't actually by buying the metal itself. There is one company in particular that we feel is destined to reward investors, and you don't even need to buy a pickax to uncover it. All you have to do is read a copy of our special free report "The Tiny Gold Stock Digging Up Massive Profits." We invite you to download a free copy today while the report is still available. Click here to access your report -- it's totally free.