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.

Infinera reported earnings last week, and the stock sold off on the news. David was not concerned at all, however. He thinks this creates a nice opportunity for investors with long-term time horizons. And we have absolutely no intention of selling shares of the stock in our 10-Bagger portfolio.

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