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

John and David have read a number of articles saying the "cult of equities" is dying. They unsure if that's true, and they do believe there will always be companies worth investing in. It's simply a matter of finding them. Investors should focus on companies that are driving change or that serve markets with huge tailwinds behind them. Over the long haul, success will attract capital. That's just the way it works.

Mobile is one big trend that investors should consider. Big Data is another. The latter trend is why John and David invested in Fusion-io and are considering Splunk. Ultimately, great companies will always be out there, regardless of what the latest headlines are blaring.

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