The following video is part of our "Motley Fool Conversations" series, in which analyst John Reeves and advisor David Meier discuss topics across the investing world.

Westport Innovations and Caterpillar have developed a partnership to develop natural gas fuel systems for off-road vehicles, such as mining trucks and locomotives. David thinks this is an excellent strategic move for the company. He's been analyzing Westport quite carefully in recent weeks, and is very impressed with management's approach. He's still not ready to buy shares yet, however. Instead, he suggests another way to play natural gas at the moment.

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