In the following video, Fool markets analyst Mike Klesta talks with Fool contributor Dan Caplinger about the stock market's four-year rally to new record highs. Although the Dow Jones Industrials (DJINDICES:^DJI) have gained 120% since March 2009, several stocks in the Dow haven't done nearly as well.

Mike and Dan discuss why four stocks in particular have badly lagged the Dow's overall performance in the past four years and evaluate their future prospects. Dan notes that of these four companies, one has been taking steps to prepare itself for a rebound, looking into strategic acquisitions to take advantage of poor industry conditions and pick up assets at fire-sale prices.

Neither Fool contributor Dan Caplinger nor Mike Klesta has a position in any stocks mentioned. You can follow Dan on Twitter: @DanCaplinger. The Motley Fool recommends Cisco Systems. Try any of our Foolish newsletter services free for 30 days. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.