Should investors take a second look at beaten-down tech stocks like Dell (Nasdaq: DELL), Garmin (Nasdaq: GRMN) and Oracle (Nasdaq: ORCL)? MasterCard (NYSE: MA) and Visa (NYSE: V) have been two of the hottest IPOs in recent years. How can investors find that next hot IPO? And what can investors learn from contrarian investors like Legg Mason fund manager Bill Mason? In this installment of "Fool Video," LouAnn DiCosmo talks about some stories on the Fool radar.

Dell, Garmin, and NETGEAR are Stock Advisor recommendations. Dell is also an Inside Value recommendation, and Garmin is a Global Gains pick.

Lou and Mac don't own any of the stocks discussed. Check out The Motley Fool's disclosure policy.