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.

In this series, John and David will be revisiting some calls they made on individual stocks of the Dow. Today's stock is Bank of America, which has delivered the highest return among Dow stocks so far in 2012. One of the keys to Bank of America's success has been its ability to strengthen its balance sheet. The stock continues to trade at a relatively low price-to-tangible-book-value. David believes there's a lot of work to be done, but he still stands by his prediction that Bank of America will beat the market over the next five years.

Bank of America has performed well this year, but it doesn't pay a very strong dividend. If you're interested in learning more about some outstanding companies that do pay high yields, The Motley Fool has compiled a special free report outlining our top nine dependable, dividend-paying stocks. It's called "Secure Your Future With 9 Rock-Solid Dividend Stocks." You can access your copy today at no cost! Just click here to discover the winners we've picked.

David Meier has no positions in the stocks mentioned above. John Reeves has no positions in the stocks mentioned above. The Motley Fool owns shares of Bank of America, Citigroup, and Wells Fargo and has the following options: short APR 2012 $21.00 puts on Wells Fargo, short APR 2012 $29.00 calls on Wells Fargo, short OCT 2012 $33.00 puts on Wells Fargo, and short OCT 2012 $36.00 calls on Wells Fargo. Motley Fool newsletter services recommend Wells Fargo. 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.