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.

Cisco offers a nice chance for investors to achieve market-beating returns through capital appreciation and some income along the way. The company is particularly attractive since it sits right in the middle of one of the largest trends out there: the exponential growth in data usage. David thinks Cisco is an outperformer going forward, and notes that analysts are counting on 9% sales growth, which should result in higher cash flow over time.

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David Meier owns shares of Infinera. John Reeves has no positions in the stocks mentioned above. The Motley Fool owns shares of Infinera. Motley Fool newsletter services recommend Infinera and Netgear. Try any of our Foolish newsletter services free for 30 days. We Fools may not 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.