The following video is part of our "Motley Fool Conversations" series, in which industrials editor/analyst Isaac Pino discusses topics across the investing world.

In this edition, Isaac discusses three critical factors that will drive growth for Dow Jones Industrial component IBM. For the company that ushered in the PC revolution, the most intriguing opportunities now lie in software, cloud computing, and the smart grid. Software integration and services provide high-margin, recurring business for Big Blue, whereas cloud computing and the "Smart Cities" campaign are early in their growth stages. IBM is uniquely positioned in each of these markets and continues to show tremendous growth potential despite its size.

International expansion remains critical for IBM, but there are other American companies making waves in foreign markets. If the trend continues, investors could be looking at internationally fueled new stock highs. Uncover three additional companies in our special 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. You can access it by clicking here. Enjoy, and Fool on!

At the time this article was published

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